Workflow Automation

SpringCM Smart Rules: Filters
Use a filter when defining a Document Smart Rule to limit the scope of documents to which the Smart Rule applies.
SpringCM Smart Rules: Events
An Event is used when defining a smart rule to determine what will trigger the rule to run
SpringCM Smart Rules: Common Use Cases
Smart rules are used to automate tasks that typically require human intervention.
SpringCM Smart Rules: Actions
Actions define the set of valid operations to be taken by the smart rule.
SpringCM Smart Rules Overview
The SpringCM Smart Rules feature provides an easy-to-use interface for automating actions on a folder or document based on events that occur in that folder or wit...
SpringCM Task Groups
Task Groups are user queues used exclusively for the automated assignment of workflow tasks.
SpringCM - Workflow Step Descriptions
Workflows consist of connected steps that represent various process activities.
SpringCM Workflow Designer
Automate your business processes, reduce quote to contract time, and lower the risk for human error by using the SpringCM Workflow Designer.
SpringCM Smart Rules
The SpringCM Smart Rules feature provides an easy-to-use interface for automating actions on a folder or document based on events that occur in that folder or wit...