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1.3.0
Yokohama, Xanadu, Washington DC, Vancouver
Document Management supports middle and back-office operations by enabling service owners to configure document categories, document types, document rules, and approval rules for document deferments and exceptions.
- Decision engine controls which documents must be collected and distributed based on the service type and customer type
- Display of required documents to key users throughout the service's workflow via document verfication tasks
- Ability to reuse documents that have been used in the past and are still valid, exposed to users through metadata
- Dedicated Workspace including the ability to trigger subflows for individual documents
- Changed
- DocumentVerificationAjax has been made as Sandbox enabled as false.
Permissions and roles:
- System administrator (admin) role is needed for the installation