DocSuite Flow
Turn requests and approvals into traceable workflows.
DocSuite Flow replaces manual requests, email approvals and chasing with structured workflows: each request is submitted properly, routed to the right people and recorded as it moves.
The problem
What DocSuite Flow is built to fix.
Approvals live in email
Requests are sent, forwarded and lost, with no reliable view of where they stand.
Routing depends on people
Knowing who must approve what sits in individuals' heads rather than the process.
No record of the decision path
When asked who approved something and when, the answer has to be pieced together.
Where it fits
The movement between people, made structured.
ECM and DMS look after content; Flow looks after the work that moves between people. It is where requests, reviews and approvals become a defined, traceable path rather than a chain of emails.
DocSuite Flow
Requests, routing and approvals
Governance of the content being approved
AI app building, agents and business workflows
Capabilities
What DocSuite Flow does.
Confirmed capability areas. Detailed functionality is shown in a tailored demonstration.
Structured requests
Requests are submitted in a structured way instead of free-form email.
Routing
Each request is sent to the right approvers for that process.
Approvals
Approval steps are carried out within the workflow.
Traceability
Each step is recorded, giving a clear record of who did what.
What it brings
Purpose-built for business operations.
Fewer lost requests
Every request has a status and an owner.
Consistent routing
The process decides who approves, not whoever happens to be copied in.
An evidence trail
The path to each decision is recorded as it happens.
Processes that can change
Workflows are configured around your structures and approval paths.
In practice
A client deliverable, from draft to partner sign-off.
How DocSuite Flow carries work between people. Scope is confirmed during discovery.
Request
DocSuite Flow
A review is requested in a structured form.
Route
DocSuite Flow
It is sent to the right reviewers in the right order.
Approve
DocSuite Flow
Partner approval is recorded against the request.
File
DocSuite ECM
The approved deliverable is held under governed access.
How we deliver
Implementing DocSuite Flow with Umbrella IT.
Discover
We map your processes, systems and governance requirements before proposing a configuration.
Configure
The software is configured around your structures, roles and approval paths.
Integrate
We connect the platform to the systems your teams already rely on, where supported.
Train
Administrators and users are trained in the way your organisation will actually work.
Support
We remain accountable for the platform after go-live as your needs evolve.
Map one process first
We usually begin with a single high-friction approval process, then extend once it is proven.
Integration
Integration with other systems is assessed during discovery. We do not assume a connector exists until it has been confirmed for your environment.
Deployment
Deployment and hosting arrangements are agreed per engagement and confirmed in writing before contract.
Questions
About DocSuite Flow.
Next step
Bring us the approval process that causes the most chasing.
We will demonstrate how DocSuite Flow would structure it, step by step.