The cost of unmanaged document lifecycle
When documents move between tools, rules get lost. Documents go missing, are kept too long, or are deleted too early.
Each step or handover between tools is yet another compliance risk.
Document lifecycle management (DLM) means controlling a document through every stage of its life, from creation and daily use to storage, retention and disposal, under the same rules.
Webware manages the whole lifecycle in one configurable system, recording every stage.
When documents move between tools, rules get lost. Documents go missing, are kept too long, or are deleted too early.
Each step or handover between tools is yet another compliance risk.
The same record lives in email, drives and apps, moved by hand.
No one is sure what to keep, for how long, or when to delete.
Without one record of a document’s life, it’s hard to prove what happened.
Start the document in Webware and add its content. Invite the right people to comment and agree.
When it’s final, it gets a register number.
Collect the approvals and signatures you need, from colleagues and external partners alike.
Each step is logged as it happens.
People with access find it quickly and add annexes when needed.
They also see who viewed, changed or signed it, and when. Document is routing seamlessly, with a trail and just with a few clicks.
When its working life ends, the document is archived for its retention period.
After that, it’s destroyed or handed over to the National Archives, following the rules you set.
Set up your own document types, structure, metadata and rules in Webware Hub.
Nothing is forced into a fixed template, so a contract, an invoice and an HR record can each follow the path that fits them.
Search by keyword in Portal and filter by document type, author or date, across all document types at once.
Type a partner’s name and see every document that involves them.
Guided creation asks for the required fields step by step, so nothing essential is missed.
Once a document is final, it gets a register number and can no longer be changed.
Set up once who reviews and approves each type of document (routing rules).
Webware sends it to them in order or at the same time. Everyone sees their tasks in one place.
See where every document is in its workflow, and who viewed, changed or signed it, and when.
Admins set up the lifecycle in Webware Hub. Everyone else works in Portal, simply and from any device.
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