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Records

Docwize enables users to create records, which are versatile forms that capture a variety of inputs and perform tasks on those inputs. For example, a record can include Assign, which is used to populate fields in a document. A record can be the means by which a document is uploaded and sent off to a workflow. A record can be where a reference number template generates document numbers for document management. The versatility lies in the fact that a user can customize what components are included in a record template.

What you can do in Records​

  • Create and use records
  • Capture structured inputs in a record form
  • Upload documents through a record
  • Use records as part of document and workflow processes