What is a document workflow?

When you sign up to ecratum, you are defined as the responsible user to interact with your business partners via tasks. You can select specific users from your company account to receive tasks from or send tasks to your business partners by using the Workflow feature provided by ecratum.

Depending on the ecratum modules you use, the workflows can be created for:

• Document tasks
• Product document tasks
• Question tasks

The workflow types classified for:

• Sending tasks (your company needs to hold the subscription of a custom plan)
• Receiving tasks

When you create a workflow for a user from your company account, that particular user will be delegated to execute the task interactions defined in the created workflow. To get further information about how to create a workflow for document tasks, read this article: How to create a document workflow