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Workflow Automation Software · BPM

Automate every business process

A lightweight Workflow and Business Process Management engine that simplifies electronic forms and document approvals. Replicate your own process — submission, review, approval, escalation and notification — with 25+ ready-made templates and no coding required.

Automate Business Processes

Workflow automation software & business process management

Docuvity Workflow is a lightweight Workflow and Business Process Management system designed to automate electronic forms and the document approval process seamlessly. Use it to replicate your own business process — automating document submission, review and approval from end to end.

Model processes in the Docuvity Workflow designer so users follow a standard operating procedure, while every business activity is tracked in one centralized system. Multiple routing, escalation and notification features make it easy to move to e-forms for timely review and approval — saving you time and money.

  • Improves Business Efficiency
  • Increase Customer Satisfaction
  • Drive bottom-line Growth
  • No-code automation
1
Form or document submitted
2
Routed for review & approval
3
Escalations & notifications triggered
4
Tracked & closed centrally
Workflow Templates

Ready-made workflow templates

Model and automate the processes that matter most — from approvals and HR to finance, procurement and communication — with 25+ templates ready to deploy.

Approvals

Single level document approval

Automatically routes the document or item, assigns review tasks and tracks their progress, sending notifications along the way. Activity can be monitored and adjusted from the status or history of each stage.

Approvals

Multilevel document approval

A workflow with multiple levels of approval and rejection. Assign a document for tasks that require several approvals before it is finalized.

Collaboration

Generic workflow

Assign a task to a colleague, who can update the status and progress of the task — with the process workflow diagram reflecting the same in real time.

Knowledge

Data approval & distribution

The Knowledge Management process is designed to facilitate efficient knowledge distribution, governed by authentication across the organization’s hierarchy.

Human Resources

HR leave request

Employees create a leave request to inform the department manager. Once approved by the manager, it routes to HR for approval, and the user is notified of the outcome.

Communication

Inward communication

When a letter arrives at the organization, the process starts. The reception desk tracks received letters and directs them to the right department, closing the process on correct receipt.

Communication

Outward communication

A letter gets dispatched to another organization. Keep track of every letter sent to the reception or dispatch section to be mailed out — and what each user has sent.

Finance

Finance management process

Ensures direct payments are reviewed and approved following a strict bifurcation by amount and organizational hierarchy.

Finance

Bill payment process

The initiator runs the payment process and details go to the approver. After review and approval, it moves to the account manager for final review — and only then is the payment executed.

Procurement

Purchase order process

A purchase order can be raised by the Store and sent for approval by the Secretaries for the purchase of any items.

Procurement

Material request process

An employee fills out a material requisition to start the workflow and sends it to the department manager for approval. Approved requests route to the store, which allocates available materials or waits for procurement until everything requested is ready.

Why Docuvity Workflow

Value Propositions & Benefits

The productivity and control of a no-code engine — and the business outcomes that follow.

Productivity & Control

  • Workflow engine you implement quickly and easily — no coding required
  • Electronic forms with easy, quick eForm set-up
  • Eliminate bottlenecks and know real-time status
  • Engage your team in daily processes for maximum productivity

Business Outcomes

  • Increased customer satisfaction and shorter time-to-market
  • Greater cost savings through automated processes
  • Greater employee satisfaction as collaboration and best practices improve
  • Complete transparency of all activities across the organization
  • Improved customer retention through effective business processes

Automate your first process this week

Book a demo and watch a form move from submission to approval — routed, escalated and closed automatically.