Level 3
One Step from Complete Automation

Enable Team Collaboration

Transform individual document access into team collaboration with approvals, e-signatures, and system integrations.

From Individual Access to Team Workflows

Manual Workflows Made Easy

With digitized and searchable documents, you're ready to enable team collaboration. Level 3 adds the tools teams need to work together: secure sharing, approval workflows, e-signatures, and system integrations.

Think of this level as "manual workflows made easy"—documents flow through your organization with clear visibility and control, but key decisions still require human judgment. This prepares you for Level 4 where these processes become fully automated.

Why Collaborate Before Automating?

  • Test and refine workflows before automation
  • Build user adoption and change management
  • Identify bottlenecks and optimization opportunities
  • Immediate ROI while preparing for BPA

Collaboration & Integration Features

Secure Sharing

  • • Share documents with internal/external users
  • • Time-limited access links
  • • Download and print controls
  • • Watermarking for sensitive docs
  • • Activity tracking and notifications

Approval Workflows

  • • Multi-step approval chains
  • • Parallel and serial approvals
  • • Email notifications and reminders
  • • Mobile approval capabilities
  • • Delegation and escalation

E-Signatures

  • • Legally binding digital signatures
  • • Multi-party signing workflows
  • • Audit trail for compliance
  • • Integration with e-signature providers
  • • Mobile signing support

Annotations & Comments

  • • Add notes and comments to documents
  • • Highlight and markup tools
  • • @mention team members
  • • Comment threads and replies
  • • Resolve and track discussions

ERP Integration

  • • SAP, Oracle, Microsoft Dynamics
  • • QuickBooks, Xero integration
  • • Automatic document attachment
  • • Two-way data synchronization
  • • Transaction-linked documents

Task Management

  • • Assign tasks with documents
  • • Due dates and priorities
  • • Task status tracking
  • • Email and mobile notifications
  • • Dashboard views for managers

Collaboration in Action

Invoice Approval Workflow

  1. 1. AP clerk scans invoice → System captures data
  2. 2. Invoice routes to department manager for approval
  3. 3. Manager approves via email or mobile app
  4. 4. Amounts > ₱50k escalate to CFO automatically
  5. 5. Approved invoice sends to accounting
  6. 6. Document attaches to accounting system
Result: 5-day process reduced to same-day approval

Contract Execution Workflow

  1. 1. Legal uploads contract draft to repository
  2. 2. Procurement reviews and adds comments
  3. 3. Finance reviews pricing terms
  4. 4. Final version sent for e-signature
  5. 5. Both parties sign digitally
  6. 6. Executed contract archived with audit trail
Result: 2-week process reduced to 3 days

Collaboration ROI

70%
Faster approval cycles
85%
Reduction in email volume
50%
Less time in status meetings
100%
Visibility into process status

Almost There: One Level from Full BPA

✓ Level 1
Digitize
Complete
✓ Level 2
Search
Complete
Level 3
Collaborate
You are here
Level 4 ★
Automate
Next: Full BPA →

Enterprise DocuWare for Philippine Organizations

Enterprise Content Management (ECM) represents a comprehensive approach to managing all forms of organizational content throughout its entire lifecycle. DocuWare provides a unified platform that captures, manages, stores, preserves, and delivers content to support business processes and enable informed decision-making.

For Philippine businesses, DocuWare goes beyond traditional filing systems to create a digital ecosystem where all content—from contracts and invoices to emails and multimedia files—is intelligently organized, easily accessible, and seamlessly integrated with business workflows.

DocuWare combines advanced technologies like artificial intelligence, machine learning, and cloud computing to automate content processes, enhance collaboration, and provide insights that drive business growth, enabling organizations to respond faster to opportunities and maintain competitive advantage.

Core Components of Enterprise DocuWare

Enterprise DocuWare Components

The six core components work together to create a comprehensive DocuWare ecosystem

DocuWare Storage

Centralized storage, version control, and lifecycle management for all document types with advanced search and retrieval capabilities in DocuWare.

DocuWare Records Management

Automated retention policies, compliance tracking, and secure disposal of records according to regulatory requirements in DocuWare.

DocuWare Workflow Management

Automated business processes with intelligent routing, approval chains, and task management for improved efficiency in DocuWare.

DocuWare Content Discovery

AI-powered search, content analytics, and intelligent recommendations to help users find relevant information quickly in DocuWare.

DocuWare Collaboration Platform

Real-time collaboration tools, secure sharing, and communication features that enable teams to work together effectively in DocuWare.

DocuWare Compliance & Governance

Built-in compliance features, audit trails, and governance controls to meet regulatory requirements and reduce risk in DocuWare.

DocuWare Operational Excellence

  • Improved DocuWare Efficiency: 75% faster document retrieval and processing
  • Enhanced DocuWare Collaboration: Real-time access across teams
  • DocuWare Cost Reduction: 60% reduction in document-related operational costs
  • Better Decision Making: Instant DocuWare access to information

DocuWare Risk Management & Compliance

  • DocuWare Regulatory Compliance: Automated compliance with BIR, SEC, and industry regulations
  • Enhanced DocuWare Security: Role-based access and audit trails
  • DocuWare Audit Readiness: Complete documentation and traceability for all content
  • DocuWare Disaster Recovery: Automated backups and continuity planning

DocuWare vs Traditional Content Management

Capability Traditional Approach DocuWare Platform
DocuWare Content Capture Manual scanning and filing Automated DocuWare capture with AI classification
DocuWare Search & Retrieval Manual browsing through folders Intelligent DocuWare search with metadata and full-text
DocuWare Workflow Management Email-based approvals Automated DocuWare routing and task management
DocuWare Compliance Tracking Manual record keeping Automated DocuWare compliance and audit trails
DocuWare Collaboration Email attachments and shared drives Real-time DocuWare collaboration with version control
DocuWare Security Folder-level permissions Granular DocuWare access control and encryption

DocuWare Implementation Strategy

Phase 1: DocuWare Foundation (Months 1-3)

  • • Content audit and classification
  • • DocuWare architecture design
  • • Core platform deployment
  • • User training and adoption
  • • Basic DMS workflow implementation

Phase 2: DocuWare Optimization (Months 4-6)

  • • Advanced DocuWare workflow automation
  • • Integration with business systems
  • • DMS analytics and reporting setup
  • • Compliance framework implementation
  • • Performance optimization

DocuWare Success Metrics

75%
Faster DocuWare retrieval
60%
Reduction in DocuWare processing costs
90%
Improvement in DocuWare compliance
50%
Increase in DocuWare productivity

Ready for Complete Automation?

Level 4 transforms your manual workflows into intelligent, fully automated business processes—Business Process Automation (BPA).