Workflows and access rights

During the development stages of a project, all files pass through various states (e.g. Initiated, Editing, or Waiting for approval) with intermediate state changes. Managing, designing and depicting this process (workflow) are easy to do with Conisio’s powerful graphical workflow editor. This makes it easy to follow the documents through a project, to see how far a document has come, what will be the next step, etc.

By means of the workflow editor you can control the document flow by adding or updating states and state changes using a simple point and click interface, there is no programming skills involved. You can easily automate the workflow control further and minimize the manual work by adding your own conditions and automatically starting operations.

You may also control the user and group access rights (e.g. read, modify, delete, change revision number) of different document states for folders as well as single documents. In the workflow editor you can also add orders for automatic notifications to various users when a document state is changed.

Any number of different workflows can be set up to cater all various types of documents and processes used in the company to ensure that all documents are controlled from the time they are created until approved and published.

The Conisio workflows allows automatic document publishing and also converting, plotting and ISO certifying of processes.



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Click below for detailed descriptions of individual features that enable authorized users to access the most current product information quickly and easily from anywhere in the world:
 
Familiar interface
File vault with access rights
File and folder data cards
History and version management
Reference management
Workflow and access rights
Templates
Integration with other applications
Search and report generation
Notifications and change orders
Autodesk and Inventor compatibility
Solidworks compatibility
Solidworks-configurations and AutoCAD-layouts
Replication support
Work offline
Client Server based solution
Program Conisio
 
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