Visual Workflow
All the Business Process You Need
The advanced tools of the Visual Workflow Platform lie at the heart of PMWeb. Because
it was built from the ground up to work directly within each PMWeb record type -
including Custom Forms- Visual Workflow gives you the advanced tools you need to
design, monitor and manage your collaboration and approval processes, all from a
single sign in. Design your own records with Workflow’s Custom Form Builder and
use the PMWeb File Manager to upload, manage and archive digital files in a folder
structure you create.
Highlights
- Parallel or serial workflow
- Custom Form Builder
- File management with check-in, check-out, versioning and attributes
- Conditional workflow based on document content
- Drag and drop interface
- Unlimited workflow templates
- Single sign in for users creating and collaborating on records
- Review-only steps
- Automated Process Management Rules (such as limits of authority)
- Route digital files using Workflow
See a live demonstration of PMWeb