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Workflow Automation for Document Approvals


LogicalDOC's workflow engine routes documents through review and approval steps that you design yourself: who reviews, what happens when a document is rejected, when reviewers get reminded, and where the approved document ends up. Every event is recorded in the workflow history.

Workflow is available in LogicalDOC Enterprise and LogicalDOC Cloud.

Try the interactive demoWatch the videoBook a workflow demo

How an approval workflow runs in LogicalDOC

Below is a typical contract approval process, built in the web-based workflow designer. The same pattern applies to invoices, purchase orders, quality procedures, technical drawings and HR documents.

Contract approval workflow in five steps: 1 Submission, 2 Reviewer assignment by the Legal group, then Approve? Yes leads to 5 Approval and the Approved end; No leads to 3 Rejection with a note and 4 Revision, which returns the contract to Reviewer assignment
 
The contract approval process at a glance. The numbers match the steps below; the designer screenshot further down shows the same workflow in LogicalDOC.
1

Submission

The author saves a draft contract in the Contracts folder and starts the “Contract approval” workflow: by hand, by selecting one or more documents and clicking Start workflow, or automatically, through a workflow trigger that links the Contract document template to the workflow. The first task, Submission, is assigned to the author, who completes it to send the contract for review. From that moment the document's Workflow Status property shows which step it has reached. How to launch a workflow

2

Reviewer assignment

The next task, Reviewer assignment, has the Legal group as its candidates. Every member is notified by email and sees the task in their dashboard; the first one who clicks Take Ownership becomes the assignee, so the review is never done twice. Reviewers can also be picked dynamically: if the contract has a Contract manager attribute of type User, that person automatically becomes a candidate for the task. When several people have to approve, a Fork starts parallel tasks (for example Legal and Finance) and a Join waits until both are complete. Designing a workflow

3

Rejection

If the reviewer finds a problem, they click the Reject transition. The contract moves to the Rejection task, which is assigned to the initiator, the author who started the process. Require note at completion is enabled on this task, so it cannot be completed without a note, and every note stays in the Notes tab where all participants can read it. Completing a task

4

Revision

In the Revision task, the author checks out the contract, edits it and checks it back in as a new version. LogicalDOC keeps every version, so the reviewer can compare the revised draft with the one they rejected. If needed, the author can append supporting files to the workflow from the Appended Documents tab. Completing the task sends the contract back to Reviewer assignment.

5

Approval

When the review is positive, the reviewer takes the Approval transition. The Approval task records the final sign-off, and its Approved transition ends the process in the Approved status. A script attached to that end status then acts on the documents automatically (see the automation example below), and validation scripts can stop a task from being completed until a condition is met. The Completion Diagram shows the path the process has taken, and the History tab lists every event of the instance.

And if a reviewer doesn't respond?

Each task can have a Due date that sets its maximum duration. Once it has passed, LogicalDOC emails reminders to the people involved at the interval set in Remind time, and a script can run as soon as the task is overdue. If the reviewer is away, the task can be reassigned to another user from the workflow dashboard, either on its own or together with all their other open tasks. Reassigning tasks

Automation example: what happens when a contract is approved

When the workflow reaches the Approved end status, LogicalDOC runs the script attached to it. Scripts are written in Apache Velocity and can use tools such as DocTool and MailTool. For every document in the workflow, this one:

  1. writes the approval in the application log;
  2. moves the contract to the /Contracts/Approved folder;
  3. emails the approved contract to the Contracts team.

As written, the script sends one email per document. A small change to the loop sends all the documents in a single message.

The script

## Contract Approval Workflow
## Automation executed when a contract is approved.
##
## Actions:
## 1. Log the approval.
## 2. Move the contract to the Approved folder.
## 3. Email the approved contract to the Contracts team.

#set($recipient = "contracts@example.com")
#set($subject = "Contract Approved - LogicalDOC")
#set($message = "Hello,<br/><br/>A contract has been approved through the LogicalDOC workflow.<br/><br/>Please find the approved document attached.<br/><br/>Best regards,<br/>LogicalDOC Workflow Automation")

#foreach($doc in $documents)

  ## Log the approved contract
  $log.info("Contract approved - Document: $doc.title (ID: $doc.id)")

  ## Move the contract to the Approved folder
  $DocTool.move($doc, '/Default/Contracts/Approved', '_system')

  ## Send the approved contract by email
  $MailTool.sendDocument($doc, null, $recipient, $subject, $message)

#end

Try the interactive demo: workflow approvals and annotations

Click through a complete approval in LogicalDOC at your own pace, with no sign-up required: from choosing the workflow to approving the document and annotating it for future readers.

What the demo shows

  1. Choose the workflow. In Administration > Document metadata > Workflow, open the approval workflow template in the designer.
  2. Start it on a document. In the Documents area, select a file (a customer complaint, in the demo), click Start workflow and pick the approval process.
  3. Follow its progress. In the Workflow section of the dashboard, open the running instance to see the participants, the current step, the Completion Diagram and the appended documents.
  4. Check the document status. Back in the folder, the document's Workflow Status shows the step it has reached; you can also add it as a column in the documents list.
  5. Approve. The reviewer opens the task from the dashboard and completes it with the Approve transition. The new status and the approval history appear in the document's details.
  6. Add a note. The reviewer records the approval details in a formatted note attached to the document, visible to the whole team.
  7. Annotate the document. Highlights and annotations mark the sections, dates and figures behind the decision, and flag sensitive information for future readers.

Watch the video walkthrough

Prefer to watch? The same approval in a 4-minute video, with a chapter for each stage.

Chapters

  • 0:00 Introduction
  • 0:12 The approval workflow template
  • 0:33 Starting the workflow on a document
  • 0:58 Following progress from the dashboard
  • 1:33 Workflow status on the document
  • 1:49 Approving the document
  • 2:07 Approval history and the Workflow Status column
  • 2:34 Adding a note
  • 3:23 Annotating the document

Watch on YouTube

See it in action

Workflow designer. The contract approval process described above, as it looks in the designer: tasks, named transitions and the loop that sends rejected contracts back through Revision.
Starting a workflow. Select one or more documents, click Start workflow and choose the process. You can also give the instance a tag and a colour.
Task candidates. The Reviewer assignment task is offered to the whole Legal group: every member is notified, and the first one to take ownership does the review.
Required note. The Rejection task goes back to the initiator, and Require note at completion makes sure the reasons are written down before the process moves on.
Due date and reminders. One day to complete the review, then a reminder every two hours. An optional script can run as soon as the task is overdue.
Workflow history. Every event of the instance is recorded with task, date, time and user, and the list can be exported or printed.

Workflow features

Design

  • Web-based graphical designer, no extra software to install
  • Tasks, Fork and Join for parallel steps, and End status elements
  • Any number of named transitions per task, not just yes/no decisions
  • Candidates set statically (users, groups) or dynamically from a User attribute of the document
  • Versioned workflow templates, with XML import and export to move them between LogicalDOC installations
  • Security settings that decide who can launch and who can edit each workflow, and supervisors who can follow every instance

Execution and automation

  • Automatic start through folder triggers, which link document templates to workflows
  • Automation scripts when a task is created or assigned and when a transition is taken
  • Validation scripts that stop a task from being completed until its conditions are met
  • Fully automatic tasks with no human interaction, for example to route incoming mail
  • Due dates with email reminders and an optional script that runs when a task is overdue
  • Email notifications on assignment and reminders, with customisable message templates (for example, to add confidentiality or legal statements)

Control and audit

  • Workflow dashboard with tasks assigned to me, tasks I can take ownership of and tasks in workflows I supervise
  • Workflow Status property shown on every document in a process
  • Notes on each task, optionally required at completion
  • Completion diagram and a full event history for every workflow instance
  • Notes and visual annotations on the document, to record why it was approved or rejected

Why teams use workflow for approvals

Clear responsibility

Each step has a named owner, and the dashboard shows who a document is waiting for.

Consistent procedures

Every document of the same type follows the same approval path.

Fewer missed steps

The next task is assigned automatically instead of depending on someone remembering to forward an email.

Audit-ready records

Notes, versions and the workflow history show who reviewed, rejected or approved each document, and when.

Ready-made workflow samples

The Workflow Guide includes sample workflows you can download and import as a starting point:

Basic Approval Multi Approval Invoice Approval Version Control Complaint Rationale Purchasing Oversea Mail Processing

Multi Approval runs three parallel approvers, and a single rejection ends the process; Version Control requires manager approval and supervisor confirmation.

Browse the sample workflows

Edition availability

Workflow and Automation are included in:

LogicalDOC Enterprise LogicalDOC Cloud

They are not part of the Community Edition.

For a feature-by-feature view of every edition, see the comparison matrix.

Frequently asked questions

See your approval process in LogicalDOC

Tell us which documents you approve today (contracts, invoices, procedures or drawings) and we'll show you how the workflow would run, from submission to final approval.

Book a workflow demoStart a 30-day free trial

Technical details: Workflow Guide

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