Records

Overview

Docwize enables users to create records, which are versatile forms that capture a variety of inputs and perform tasks on these inputs. For example, a record can include custom fields which are 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 customise what components are included in a record template.