Workflow management

OptimiDoc Cloud provides comprehensive document‑capture capabilities, allowing organisations to work with multiple input sources, apply advanced processing rules, and deliver documents to a variety of destinations. This section explains how to create, adjust, and export capture workflows so that documents are always processed reliably and routed to the correct location.

By using document workflows, organisations can automate the entire capture and delivery cycle—ensuring every document submitted from any device follows a consistent process, receives the required metadata, and reaches the appropriate destination without manual intervention.

More information about the document‑capture process and its available configuration options can be found in the section: How Advanced Document Capture works

Document workflows list

In the section Workflow management > Document workflow, you can see the list of created workflows under your company.

From this page, you can:

• Create a new workflow

• Manage the current workflows