Document workflow management is the process of managing and regulating the flow of document-based processes within an organization. It involves coordinating the tasks, activities, and people engaged in a series of steps, from the document creation to the document’s disposition, in a structured and efficient way. These steps include activities like maker and checker functionality for the decisions and approvals of the documents to the further stages, such as collaborating with other users by real-time comments and annotations on the document and distribution of the records within the organization or to the customer. Document workflow management aims to improve productivity, reduce errors and delays, and ensure compliance with regulatory requirements.
An example of this would be a health insurance claim by a customer. The customer will submit his relevant documents to his health insurance agent, who will then route them to the claims officer. The claims officer can verify these documents and assess the proofs. He will then send it to the surveyor, who, after approving it, will intimate the finance team for disbursal, and finally, the customer will be able to get his claim serviced.