Workflow Automation


What is Workflow?

During our working life we all carry out lots of repeatable tasks, many of which involve paper documents and a logical set of rules. Workflow software, or as it’s also known, BPM (Business Process Management) software, allows us create the business process, with its rules and logic but in a paperless environment.

Users would normally interact with the workflow process via email or a web portal on their intranet. Benefits of this type of system range from reduction in labour, faster processing of tasks, accountability and ability to remodel a process rapidly.

Formate & infoRouter Workflow

Workflow software offers many attractive benefits and associated savings, however many products on the market are expensive and complex and only suitable for large corporate companies with big budgets and IT resources.

Formate & infoRouter can perform simple workflow functionality as they have the ability to follow a predefined set of rules and have interfaces into email (client and server), MS Excel, XML, Adobe LiveCycle Forms and MS SharePoint (web portal); all of which can be used to build a workflow process.

These software solutions aren’t suitable for very complex workflows with thousands of users across a very large organisation but in many instances they have worked effectively and efficiently, for a fraction of the cost of a dedicated workflow product.

Suitable Formate & infoRouter workflow applications may be:

  • Supplier Invoice Approval
  • Holiday Request Forms
  • Customer Complaints
  • Customer Request for Information
  • Engineering Change Notes
  • Purchase Requisitions
  • Distributing Incoming Post Electronically

Learn more about workflow and Formate 

Learn more about workflow and infoRouter



Eazipay process BACS transactions electronically & save over £30,000

Eazipay is one of the UK's leading Direct Debit processing companies. The implementation of Formate and infoRouter has delivered both cost savings and increased efficiency. Plus, opportunities for mistakes are now dramatically reduced.

View Case Study



At Document Genetics, we have helped countless businesses of all sizes to automate their document management processes - this cuts costs, improves customer service, increases data security and delivers many other tangible benefits.

How can we help you?

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