Task assignments
Send a review or action to a specific person or group and make the expected next step clear.
Document workflow automation
Keep reviews, approvals, and document tasks moving.
OpenKM helps send a document to the right person, show what needs to happen next, and keep a visible record of each step. Your team spends less time chasing updates by email or wondering who has the file.
Core capabilities
A clear path from submission to completion.
Reviews and approvals
Guide documents through an agreed sequence while keeping the file, comments, and related information together.
Useful notifications
Let participants know when work is assigned, completed, returned, or waiting for their attention.
Current status
Allow authorized users to see where an item is, what has been completed, and what remains pending.
Business rules
Use suitable conditions to direct a document along different paths, such as approval by amount or document type.
Process history
Keep a recorded sequence of tasks and decisions for operational review and accountability.
Practical applications
Useful for work that follows familiar steps.
Invoice approval
Send an invoice for verification and approval based on the people, amounts, and exceptions defined for the process.
Contract review
Coordinate business, legal, and management input without losing track of the current document or pending decision.
Policy acknowledgment
Distribute an approved policy, request the required action, and see which acknowledgments are still outstanding.
Workflows can begin with files in document management, OCR and intelligent capture, and connected business systems.
Before implementation
Understand the real process before automating it.
Follow the work today
Identify who participates, what each person decides, where delays occur, and how unusual cases are handled.
Test one useful process
Use representative documents and realistic decisions to confirm the steps, notifications, permissions, and exceptions.
Prepare for daily use
Agree on responsibilities, training, testing, changes, and who will maintain the workflow after launch.
Scope note: Workflow availability and limits depend on the selected plan. Process analysis, workflow design, configuration, testing, optimization, training, integrations, customization, and project management are professional services scoped and billed separately unless expressly included in writing.
Frequently asked questions
Important details before you choose a plan.
Is workflow design included with the subscription?
Not automatically. A plan may include a number of active workflows, while process analysis, design, configuration, testing, and training are separately scoped professional services unless stated otherwise in writing.
Can OpenKM automate any business process?
OpenKM is well suited to many document-centered processes, but the fit depends on the required decisions, exceptions, permissions, volume, and connections to other systems. These requirements should be reviewed before scope, price, or timing is confirmed.
Can a workflow exchange information with another system?
Potential integrations must be evaluated for technical access, data, security, versions, and responsibilities. Analysis and development are billable professional services unless expressly included.
OpenKM SaaS
Start with one process worth improving.
Tell us what document starts the work, who reviews it, which decisions are required, and where delays occur. We can help you identify a practical first workflow.