Currently set to Index
Currently set to Follow

ECM / WORKFLOW

The ECM/Workflow module is a comprehensive group work platform. Thanks to it, you can transfer business processes, information flow and data security to a completely different level.

Use the library of ready-made processes and document forms, tasks and projects. If it is not enough for you, create your own vision of process handling. Design a form, a flow, a list and a desktop. At the end, share it with colleagues from the team or the whole company.

Why Workflow in Navigator?

Full adjustment to personal requirements (you can change up to 90% of the system)

Easy configuration of own procedures, forms, lists, etc.

Support for all types of documents (invoices, contracts, e-mails, absences, tasks, etc.)

Multi-company approach (each company has its own chart of accounts, files, types of documents)

Advanced reporting system using pivot tables and dashboards

Workflow modules

Workflow (engine)

  • convenient design of procedures using diagrams
  • form management on individual steps of the procedure (which fields are visible, which ones are editable, which ones are obligatory)
  • workflow paths depend on the value of fields on the document (e.g. amounts, types, etc.)
  • automatic actions (the system performs actions itself and selects a specific effect dependent path)

  • email messages and internal alerts
Workflow dla firm

Documents

  • trade documents (requests, orders, stock documents, invoices and corrections)
  • administrative documents (contracts, letters, policies, regulations)
  • HR documents (civil law contracts, certificates, holidays, delegations)
  • additional own types of documents (definable forms, statuses, additional fields)
  • intelligent management of permissions (for documents or document fields)
Workflow dokumentów

Projects and tasks

  • complex and simple tasks
  • task hierarchy (unlimited levels)
  • time dependencies (deadlines dependent on other tasks)
  • resource planning
  • static and dynamic reports
  • intelligent management of permissions
  • discussion forums for projects
  • time records for tasks
  • own task forms
Monitorowanie projektów i zadań

Payments

  • document payment monitoring
  • automatic sending of reminders
  • settlement of advanced payments

  • cash handling operations
  • monitoring of bank account balances
  • intelligent management of permissions
Monitorowanie płatności i faktur

Files

  • management of system files (method of storing scans, etc.)
  • file management on shared disks (access to files via system or WebDAV)
  • intelligent management of permissions (by structure, subordination, workflow procedures)
  • file edition directly in the system (Word online, Excel-online, or in desktop applications via WebDAV)
Program do zarządzania plikami

Notifications

  • management of notifications from each module
  • editable notification contents

  • collective and individual notifications
  • advanced management of notification criteria
  • definable schedules (e.g. every Friday, 1st day of the month, etc.)
Zarządzanie powiadomieniami w module

News and forums

  • Company and individual departments news
  • Discussion forums
  • Notifications in the system and via e-mails
Powiadamianie w systemie i za pomocą e-mail

Messenger

  • Online communication with team members
  • Secure file transfer
  • Group conversations
Komunikacja z członkami zespołu on-line

Systems NAVIGATOR has been integrated with so far:

We connect ourselves with external systems in two ways to synchronize registers, documents and files. Integration may be done:

  • Periodically (e.g. every hour, especially for registers)
  • On-line (going to an external system after saving in Navigator)

Which systems has Navigator been integrated with so far:

Considering buying the NAVIGATOR system?





    Contact form is the best way to get in touch with us. Your message will reach one of our Sales Leaders, who will respond to your inquiry at lightning speed. You can also call us or choose to talk to us via social media: Facebook and Linkedin.

    Tomasz Czapran

    Sales Leader - DACH Region

    Mateusz Illg

    Key Account Manager
    Menu