Tech Tip: Sneak Peek of the Workflow Notification System

2 min read
  • Information Technology
  • Process Automation

Workflow 9.0 offers increased transparency and a new notification system that will ensure your employees are aware of pending work and approaching due dates. The new Workflow Notification System allows you to automatically send e-mails to users or groups participating in your business process.

Note: Since this is a preview, the details and appearances of certain elements may change between now and the final release.

[section-header] How it works[/section-header]

The Workflow Notification System sends periodic e-mails to business process participants when they have pending tasks. If a user or group has multiple responsibilities, Workflow will condense the tasks into one e-mail that will display each item on the participant’s to do list, even if those items are in multiple business processes.

Information contained in the e-mails sent via the Workflow Notification System is customizable, and can contain information specific to each task, such as:

  • The name of the activity that contains the e-mail recipient’s task.
  • The e-mail recipient’s role in the business process.
  • The task’s due date and its “time until due.”
  • The status of the business process when the e-mail was sent.
  • Instructions specific to that stage of the business process.

Note: This screenshot is a cropped version of a notification e-mail. The full e-mail will include information for each pending or overdue task listed in the header.

Workflow notification e-mails are sent based on the user or group’s role, as specified in the Workflow Designer, and can be sent on any of these three occasions:

  • The e-mail recipient has pending tasks.
  • The e-mail recipient’s tasks are nearing their due date.
  • The e-mail recipient’s tasks are overdue.
Watch a 2-Minute Demo

Discover how your organization can go paperless, manage digital content, automate day-to-day processes and more.

Take a Product Tour

Enable the teams closest to your business processes to evolve and transform how your organization gets things done.


Related Blogs

Top Use Cases for Enterprise Content Management (ECM)
Top Use Cases for Business Process Management (BPM) and Automation
Top Use Cases for Electronic Records Management
Unlocking Productivity: The Power of Using Regular Expressions with AI for your Enterprise
Top Use Cases for Document Management

Book a Personalized Laserfiche Consultation Today

Email Consent