DocFlow for Creatio
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Document libraries and digital document management processes for companies of any size

Overview

Product overview

Product description

DocFlow for Creatio application offers management of processes of creating, registration, approving, executing and archiving of company’s documents.

Use cases:

Broad functionality of the application and its close interaction with the CRM and digital processes make it a unique addition to separate processes or able to ensure a certain function (for example, in recordkeeping or contract library management), or an independent ecosystem of full control of the document flow and lifecycle. Flexible licensing policy makes it a perfect tool for both small companies and big corporations processing thousands of documents every day.

Key features:

  • Document digitalization
    Register digital documents based on incoming emails. Convert incoming and created paper documents into a digital format using batch scanning and automated attaching of the scanned image to the document’s card. Store on paper only the necessary original copies of the documents. Minimize the physical movement and storage of documents and attributable risks.
  • Document management
    Register incoming and outgoing mail with an automated notification to the interested parties. Verify and use digital signature. Carry out digital voting and approval of documents. Manage versions of the documents you created. Use flexible system of granting access rights to documents. Enjoy the mechanism of control of use of the documents (reading, copying, printing). Manage the lifecycle of a digital document from its creation to automated deletion.
  • Library management
    Create libraries of uniform digital documents for more comfortable management (e.g., library of contracts, etc.). Within the scope of access rights granted to them let users create their own virtual libraries of selected documents without duplicating them.
  • Register of document cases
    Form groups of digital documents united by one topic or business process (document case). Create relations with other objects of the system (person, partner, client, employee, unit etc.), and relations with the register of paper cases in archive. Manage the lifecycle of the document case from the moment it was created till its full deletion after expiration of the storage term.
  • Management of archive of paper documents
    Register archive documents and dossiers. Use relations to digital documents and digital dossier, register of issuing and accepting paper documents. Exercise control of documents “en route”. Manage the storage lifecycle of paper documents, receive digital tasks and list of archive cases to be taken out and destroyed, as well as the related paper documents according to the set regulations of storage. Gain full control over compliance to GDPR requirements.

Categories

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid

Compatible with Creatio

Version
7.14 and up

Pricing

Monthly
Annual
DocFlow for Creatio cloud / on-site subscription
$ 20.00 user / month
billed annually

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Installation

Setup guide

For installation and setup, please contact the solution developer Confero Technologies or your personal manager at Creatio.

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

7.14 and up

Versions

Versions history

Version
Compatibility
Release date
1.1
7.14 and up
06.11.2023
Release summary

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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