Workflow

Comprehensive platform for group work. 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

Which documents will you be able to handle?

Office documents

Letters
Contracts
Reservations
Insurance policies
Investment applications
Management board’s resolutions
Internal regulations
Procedures

Stock documents

Material receipts
Material releases
Goods receipts
Delivery notes

HR documents

Contracts of commission
Contracts of employment
On-boarding requests
Various applications (for absence, for training, for resource allocation, etc.)

Purchase documents

Purchase requests
Suppliers’ offers
Purchase contracts
Purchase invoices
Orders at suppliers
Complaints

Sales documents

Sales activities
Sales opportunities
Offers to clients
Sales contracts
Sales orders
Sales invoices

Production and logistics documents

Production orders
Quality control requests and protocols
Transport requests

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 effectdependent path)
email messages and internal alerts

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)

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

Payments

document payment monitoring
automatic sending of reminders
settlement of advance payments
cash handling operations
monitoring of bank account balances
intelligent management of permissions

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)