Streamline Your Business Processes

Simplify Enterprise Management with
"1C:Document Management"

A Modern Enterprise Content Management System Tailored for Efficiency and Compliance

Processes and Tasks Management

Processes and Tasks: The Core of Collaborative Work

Processes in 1C:Document Management

We have integrated nine ready-made processes including approval, registration, execution, and more. Each process is customizable to fit the specific needs of your enterprise.

Task Management

As processes advance, corresponding tasks are automatically assigned to employees, such as approval, review, execution, and verification.

Processes

Review

  • The review process is tailored for responsible individuals to evaluate documents like incoming ones or memos. There are three methods of review:
    • Textual resolution, which is processed manually.
    • Direct execution assignment with specified executors and timelines.
    • Personal direction for familiarization within set deadlines.
  • Once reviewed, documents are marked as ‘Reviewed’, and the resolutions are reflected in their cards. These resolutions can be electronically signed for added security.

Execution

  • Used for the execution of documents or assignments.
  • Execution success is determined by an assigned checker.
  • The process features three routing options: parallel, sequential, and mixed, each with customizable execution orders.
  • Execution deadlines can be set for all executors or individually, with precision up to minutes.

Approval

  • Ideal for outgoing and internal documents, files, and other approval-required tasks.
  • Offers parallel, sequential, and mixed routing options.
  • Participants in the approval process can be users or roles, like ‘Lawyer’.
  • The approval timeframe can be common or individual for each participant.

Complex Processes

  • Automate complex document processing with simple processes linked in a chain.
  • This feature is user-friendly and easily customizable for daily tasks like IT service requests, with automated notification upon completion.
Routing

Conditional Routing

  • Process routing can depend on various conditions, reflecting your enterprise’s unique workflow needs.
  • Conditions are set during implementation and can range from contract value to document origin.

Role-Based Routing

  • Processes can involve specific executors or roles like ‘Secretary’, ‘Lawyer’, or ‘Sales Manager’.
  • Role-based tasks are accessible to all role assignees, but only one can execute the task.
  • This approach is particularly beneficial in template settings, adapting automatically to staffing changes.
More Features

Process Templates

  • Standardize your enterprise’s procedures with customizable process templates.
  • Templates can be rigid or advisory in nature, and processes can be initiated automatically by the program.

Initiating Processes By Documents

  • The ‘Send’ menu in document cards enables quick initiation of processes like agreement.
  • Documents automatically become the subject of the process, with participants receiving tasks directly on their desktops.

Process Selection

  • A helper feature assists in selecting the appropriate process when multiple options are available.
  • Users can choose from recommended templates or create a new process.

Process Launch Variants

  • Processes can be initiated manually or automatically.
  • Two types of automatic launch are available: rigid and flexible, catering to different organizational needs.

Control And Monitoring Of Processes

  • Any process can be put under control, with automatic tracking of more than 100 performance indicators.
  • Our system helps identify and address process bottlenecks, ensuring smooth workflow management.

Analysis And Reporting

  • Our comprehensive reporting tools provide insights into the most common processes, employee workloads, and task completion rates.
  • Reports also highlight areas for improvement, like approval timelines and task completion efficacy.
1C:Document Management Transforms The Way Your Enterprise Manages Processes And Tasks. With Customizable Processes, Role-Based Routing, And Robust Analysis Tools, Our Solution Streamlines Workflow Management, Enhancing Productivity And Efficiency.