Document Management

JobRouter BPM and Document Management

Document Management Workflow: Instant access to all relevant documents from within your automated business process workflows.

A document management workflow is a system used to create, edit, store, track, index and manage the documents that are associate with your business processes. The JobRouter platform makes it easy to control the flow of documents related to your JobRouter workflow applications.  Users benefit from JobRouter’s integrated rights management for accessing and displaying all case-related documents. This means anyone working on a workflow instance with a number of associated documents can access and display these documents with a simple push of a button.

Document Management Workflow | JobRouter BPM and Document Management
 | Document Management Workflow | JobRouter BPM

Automatically Generate and Populate Custom Documents in JobRouter

Did you know that you can merge any of the data collected or pulled into your JobRouter business process with document templates, imaged documents, boilerplate content, digital signatures and graphics to generate new documents – securely and automatically.

Documents or document sets created this way are consistent, up-to-date and attached to your business process. The documents can be access controlled for permission based downloading and printing. You can also automate hands-free emailing to designated recipients.

JobArchive – An integral part of the JobRouter system

The optional JobArchive module adds a complete, integrated electronic document archive that enables instant access to documents with central storage, fast search and retrieval and access controls. 

  • Any number, size or type of document
  • Any number of document archives
  • Authorized users view, download, and print
  • Integrate archiving with processes
  • Access controls for document security
 Document Management Workflow | JobRouter BPM and Document Management
Document Management Workflow |  Access Rights - JobRouter Workflow and Document Management

JobArchive – Integrated Access Rights to Your Documents

When accessing documents from a workflow application, JobRouter users benefit from JobRouter’s integrated rights management for accessing and displaying all case-related documents. This means anyone working on a workflow instance having a number of associated archived documents can access and display these documents with a simple click of a button.

Even in cases where JobRouter steps have been sent to substitutes or have been assigned to different users, those substitutes and users have the appropriate rights to access these case-related documents. It becomes completely unnecessary to establish separate rights management for those documents in a DMS system, sparing you the need to separately maintain these rights.

Electronic form elements allow you to display documents in JobRouter’s built-in document viewer, and JobRouter System Activities allow you to easily integrate any number of document archives into JobRouter business processes.

​​​​JobArchive System Activity

The JobArchive System Activity allows you to easily control all document archiving functions from your business process perspective. The System Activity can be set-up in a process through a wizard-like configuration. It offers the following functions:

  • Archiving documents
  • Creating and Archiving PDF protocols
  • Modifying index data (re-indexing)
  • Deleting documents
  • Reading index data of archived documents
Document Management Workflow | JobRouter System Activities
Document Management Workflow |  JobRouter document management

Integrated Document Viewer

JobViewer is the integrated document viewer. It allows you to view up to 300 different file types inside the browser. See the JobViewer module description for more detail. The JobViewer form integration allows you to display documents as part of your electronic form.

Document Archives & Index Fields

JobArchive allows you to setup any number of document archives. Each archive can manage a different number of index fields. These can be text fields, numbers, decimal numbers or date values.

Deduplication

In JobArchive you can activate the "deduplication" option, which automatically detects any existing copies of the same file and then stores only one physical copy in the file system. This reduces disk space used and makes management of document duplicates unnecessary while all meta-data is still maintained. This also works over multiple archives. A typical example would be archiving documents that have been sent as email attachments to several recipients in the company. In situations of identical attachments, only one copy would be stored for the company.


Document Versioning

Documents that are stored in JobArchive can be versioned, meaning multiple versions of a document can be separately archived. Also, automatic version control can be activated. This feature generates a new version when changes are made to the document.

Multi-lingual Archives (JobRouter Enterprise)

For each archive, its name as well as the index field names can be provided in multiple user languages. These translations are used for displaying items such as result lists, and they allow JobRouter users to display archives in their preferred language. This functionality is only available with the JobRouter Enterprise Edition.

Revision-safe Document Filing

When documents are filed as revision-safe, each archive can be setup so that document deletion is disabled. In this case and depending on the configuration, new revisions of a document can be created and stored, but once they are filed, they can no longer be changed or deleted.

Document Management Workflow | JobRouter document management | versioning
Document Management Workflow |  JobRouter document management | storage options

Support of Multiple Storage Adapters

Every archive can be configured where the documents are physically stored. The following storage adapters are currently available:

File system (JobArchive default) — The storage adapter guarantees that the documents in the file system are stored within an automatically generated directory structure. This structure allows for up to one trillion documents to be stored per archive.

FAST LTA's — For a complete revision-safe long-term document archival, FAST LTA's SilentCubes can be used for storing JobArchive documents. The certified Silent Cube Technology guarantees that once a document is stored, it cannot be changed again. During the archiving process, JobArchive automatically checks whether a document was archived on the Cube. This allows for the complete process in JobRouter to be revision-safe.

JobArchive Document Management Features

  • ​Seamless part of JobRouter
  • ​Easy administration of archives
  • ​Archiving of any file type
  • Deduplication of files
  • JobViewer component available
  • Form integration for JobViewer
  • Integrated rights management for viewing documents inside​ process workflows
  • ​Use of multiple storage adapters​​​​
  • ​Version control of files
  • ​Revision-safe archiving
  • Direct access of documents from the user’s Inbox
  • JobArchive system activities for executing actions within JobArchive (Archiving, changing index data, etc.)
  • Multi-lingual archives (only available with JobRouter Enterprise)