Supercharge Team Productivity with Custom Workflows
Build and automate any process your company needs: Hiring & Onboarding, Procurement, Purchase Approvals, Helpdesk, Expense Reports, or custom operational flows. Drag, configure, and launch in hours.
Use it standalone or integrate it across the whole DOCUS suite. You decide.
See Process Management in Action
Drag steps, configure business rules, connect decisions. Your automated process in real time without complexity.
Everything you can achieve with DOCUS Process Management
Eliminate tasks stuck in email inboxes and manual procedures without tracking. Design step-by-step workflows, automate role assignments, measure SLA response times, and keep complete control in real time.
Centralized Task Inbox
All pending tasks in one clean view. Each user sees only their assigned actions sorted by real SLA urgency and priority.
Visual BPM Flow Designer
Build interactive flow diagrams defining conditional branches, role assignments, automated escalations, and SLA time limits.
Dynamic Step-by-Step Forms
Design custom forms for every workflow step with validation rules, calculated fields, conditional logic, and required fields.
Embedded Data Tables
Manage structured datasets directly inside the process (vendor lists, approval matrices, asset logs) without external spreadsheets.
Triggers & Automations
Define actions that run automatically upon conditions: email dispatches, status changes, webhook triggers, and third-party API calls.
Automated Document Generation
Automatically generate finalized documents (contracts, acceptance letters, certificates) populated with data captured in the workflow.
Integrated Digital Signatures
Request digital signatures at any step. Signatures are recorded with date, timestamp, user identity, and audit trail.
Process SLA Timers
Set turnaround deadlines per step or whole process. The system calculates SLA excluding holidays and weekends with live stoplights.
Case Search & Tracking
Locate any case by number, date, assignee, or form value. The history timeline shows who did what, when, and with what data.
Next Step AI Suggestions
AI analyzes past similar cases and suggests the most probable next step, ideal assignee, and estimated completion time.
Bottleneck Detection
Identifies which stages cause delays, which teams experience backlogs, and what timeframes have the fastest turnaround.
Smart Form Autofill
When initiating a case, AI pre-fills form fields based on the requester's historical activity and similar past requests.
Conversational Process Assistant
Step owners can ask the DOCUS assistant what needs review in a complex case and receive a summarized brief in seconds.
Case Resolution Forecasting
Predicts when active cases will finish based on current velocity and historical throughput, helping managers prioritize.
Proactive SLA Breach Alerts
Predicts SLA risks hours in advance and sends proactive alerts to escalate high-risk cases before deadlines pass.
Connected with All Modules
Use Process Management standalone or connect it seamlessly with the rest of the DOCUS Cloud suite.
Process Management (BPM) Screenshot & Interface Gallery
Explore the screens, configurations, and workflows your team will use every day.
Task & Case Management Inbox
Centralized pending case management, team assignments, and operational tracking.
Connect this module with the rest of DOCUS Cloud
Transform your process management with DOCUS
Try all Process Management features for free and discover how it accelerates your company.
Discover all DOCUS benefits for yourself