Advanced SharePoint Workflow for Document Life Cycle
                               & Web Forms Automation without Programming
   
  Home Products Innovation At Work About Us Contact Us Demo
Products
» DocEx
» FormEx
» Designer
System Requirements
Schedule a Web Demo
Let us answer your questions in an interactive web-based demo.
Pricing
ShareVis Standard includes Workflow Designer, DocEx, and FormEx - pricing starts from $29,000 per server with unlimited users and designers.
New Version 4.0!
Get details on new features and enhancements in ShareVis 4.0 software.

ShareVis DocEx includes ShareVis' Workflow Designer that works seamlessly with SharePoint document libraries extending the document library with document life cycle support, change management, and change control.

Use ShareVis DocEx to:

  • Document life cycle support, including initial release and subsequent revisions of controlled documents.
  • Document routing technology seamlessly integrated with SharePoint, leveraging permissions, roles, and document variables.
  • ShareVis Datasheet
      Download a datasheet to learn more
  • Full history and audit trail.
  • Powerful assignment reporting.
  • Controlled duration of assignments with reminders and escalations.
  • Extensive administrative capabilities, including task re-assignment, team notifications, and process controls.
Upload
Check In
Approve/Reject
Version History
Admin
Web Parts

Typical Implementation
  • Workflows use ShareVis Plugins to create and update document meta-data information (SharePoint columns).
  • Configurable name templates are used to create document numbers.
  • Labeled assignments are used to group users and related them with attributes that control pre-configured groups of approvers.
  • The workflow is prepared using ShareVis Workflow Designer.
  • A configurable number of steps in the process are designated as approvable via email.
  • All forms used by the ShareVis DocEx product are automatically rendered based on the workflow information.

Document Control Main Screen

The SharePoint template can be configured to show any combination of Web Parts and SharePoint columns (meta-data). In this example the template shows the ShareVis Explorer and Task List.
Figure 1 (Click to enlarge)
 

Workflow Definition

In this example the workflow process contains a conditional branch based on the document attribute "Priority". If the priority is "Urgent" then the workflow bypasses the "Manager Team Review" step. The workflow also contains a number of ShareVis Plugins that update document meta-data and copies the latest version of the document to a read-only general location.
Figure 2 (Click to enlarge)
 

Auto-Generated Form View

The ShareVis DocEx form views are automatically generated. In this example the workflow participants are manually selected based on site group membership but can also be preconfigured based on any criteria such as "Document Type" or any other attribute.
Figure 3 (Click to enlarge)
 

Email Approval

By approving offline in the email there is no need to be connected to the Internet. (NOTE: The document to be approved is attached.)
Figure 4 (Click to enlarge)
 

History

Full history of who approved what when and how is provided for each version of the document.
Figure 5 (Click to enlarge)