FlowWright v10.7 With Document Management System

FlowWright v10.7 introduces a first-class Document Management System (DMS) built directly into the workflow automation platform. The goal is simple: treat documents as governed business assets, not loose attachments. That means consistent storage policies, security controls, auditability, review/approval flows, and API-first access—while still keeping the FlowWright core strength: orchestrating work end-to-end.

Below is an overview of what FlowWright v10.7 DMS brings to the table and how the features combine into a practical enterprise-grade solution.

DMS Sources: Azure, Amazon S3, and File System Storage

A DMS is only as useful as its storage architecture. FlowWright v10.7 introduces DMS Sources—configurable storage backends that control where underlying file binaries live. With sources, you can route document content to:

• Microsoft Azure Storage (e.g., Blob Storage) for scalable cloud storage with strong platform controls
• Amazon S3 for durable object storage and multi-account / multi-region options
• File System storage for on-prem deployments, regulated environments, or edge scenarios

This approach decouples document metadata and governance from binary storage, enabling portability and flexibility. You can standardize policies, permissions, indexing, and auditing regardless of where the file physically resides.

Typical use cases:

• Keep regulated artifacts in on-prem file systems, while pushing general documents to Azure/S3.
• Separate sources per tenant or department for segmentation and cost management.
• Apply lifecycle/retention policies aligned to the chosen storage backend.

Intelligent Storage: Optimized, Policy-Driven, and Cost-Aware

FlowWright v10.7 adds intelligent storage to avoid a “dumping ground” DMS. Intelligent storage focuses on making storage behavior deliberate and optimized:

• Storage selection by rule: choose a source based on folder, document type, business unit, tenant, or classification.
• Content-aware handling: store, index, and retain documents based on document metadata and process context.
• Operational hygiene: reduce duplication, centralize binary management, and support cleanup strategies for temporary or transient content.

The result is a DMS that behaves like a managed platform component, not a set of file uploads. This matters at scale—especially when documents are generated by workflows, revised repeatedly, and distributed across multiple downstream systems.

Common DMS Functionality: The Must-Haves, Done Right

FlowWright v10.7 delivers the core DMS capabilities organizations expect, implemented in a workflow-native way:

• Folder hierarchy aligned to business structures and applications
• Metadata tagging for searchability and governance (type, customer, project, region, retention class, etc.)
• Versioning and revision control to track change history and prevent “which copy is correct?” problems
• Check-in / check-out patterns to reduce editing conflicts
• Audit trails to track who accessed, downloaded, modified, moved, or approved content
• Subscriptions and notifications to keep stakeholders aware of changes
• Search and retrieval from within apps, dashboards, tasks, and workflows

Because this is integrated into FlowWright, these capabilities can be surfaced consistently across:

• user-driven actions (UI)
• system-driven actions (workflow steps)
• external access (REST APIs)

Enterprise-Grade Security: Governance You Can Prove

Security isn’t a bullet point in a DMS—it’s the foundation. FlowWright v10.7 DMS is designed around enterprise-grade security controls that align with modern compliance expectations:

• Authentication/authorization enforcement at every document operation
• Role-based and user-based access controls for folders and documents
• Granular permissions (view, download, update metadata, upload revision, delete, move, approve, sign)
• Segmentation patterns for multi-tenant or departmental isolation
• Full auditing to support internal controls, SOC-style evidence, and investigations
• Secure API access to ensure programmatic operations are governed the same way as UI operations

A key benefit of embedding DMS inside FlowWright is that documents don’t “escape” the governance model. When workflows create, move, revise, or approve documents, those actions are still secured and auditable under the same platform rules.

.NET Core + REST API: Modern Platform Architecture

FlowWright v10.7 continues the modernization path with .NET Core and strong REST API support—critical for DMS adoption because documents always need to integrate with other systems:

• Applications built with FlowWright forms/dashboards can consume DMS services directly
• External systems (ERP, CRM, HRIS, custom portals) can push/pull documents through controlled endpoints
• Workflows can act as the orchestration layer across document events and enterprise APIs

REST APIs also enable:

• automated ingestion (batch uploads, scans, email capture, integrations)
• downstream distribution (send to customer portals, archival systems, external approval systems)
• content synchronization scenarios (sync metadata, mirror revisions, cross-system references)

In short, the DMS is not isolated—it’s a governed document hub that fits into real enterprise ecosystems.

Workflow and Process Steps: DMS as an Automation Primitive

This is where FlowWright’s DMS differs from standalone document repositories: documents are treated as automation primitives.

FlowWright v10.7 includes workflow/process steps that can:

• create folders and documents
• upload content or generate documents from process data
• apply metadata, classifications, retention classes
• route documents through review/approval
• enforce signing requirements before release
• publish or distribute finalized versions
• archive or lock content at end-of-life states

That means you can implement full document lifecycles as processes:

• Contract lifecycle: draft → review → legal approval → signature → publish → renew → archive
• SOP/Policy lifecycle: author → peer review → compliance approval → publish → attest → revision cycle
• Invoice lifecycle: capture → validate → exception workflow → approval → export → archive

Instead of “people emailing PDFs,” you get controlled and repeatable lifecycle automation.

Document Review and Approval: Structured, Traceable, Repeatable

FlowWright v10.7 includes document review and approval as a core scenario. Rather than using generic tasks detached from document context, approvals can be built as a structured workflow pattern:

• Assign reviewers by role, department, or dynamic routing rules
• Capture comments, changes requested, and outcomes
• Support multi-stage approvals (peer review → manager approval → compliance approval)
• Enforce that only approved versions can be published or distributed
• Lock down documents once approved to prevent silent edits

Since it’s workflow-driven, review rules can be as simple or as complex as needed:

• parallel reviews (multiple reviewers simultaneously)
• conditional steps (review only required for certain document types)
• escalation and SLA timers (reminders, overdue handling)
• rework loops (send back to author with feedback)

Most importantly, approval becomes provable: who approved what, when, and against which version/revision.

Digital Signatures: Integrity, Non-Repudiation, and Trust

For many organizations, “approved” isn’t enough—documents must be signed. FlowWright v10.7 supports digital signatures to strengthen integrity and enforce controlled release of documents.

Digital signature support enables scenarios such as:

• signing finalized contracts before customer delivery
• signing SOPs/policies before publication
• signing completion certificates, audit documents, or compliance artifacts
• ensuring signed documents cannot be modified without invalidating the signature chain

In an enterprise setting, signatures are not just a UI feature—they become an enforcement point:

• workflows can require signatures as a gate
• only signed versions can be “published” or “sent externally”
• audit logs tie signature events to identity, time, and document revision

This creates a strong compliance posture: the DMS becomes a “source of truth” for finalized artifacts.

Putting It All Together: The Workflow-Native DMS

FlowWright v10.7 DMS isn’t trying to be “a place to store files.” It’s designed to be a governed document system embedded in workflow:

• DMS Sources provide flexible storage across Azure, S3, and file system.
• Intelligent storage makes placement policy-driven and scalable.
• Common DMS capabilities give users the features they expect day one.
• Enterprise-grade security ensures every action is controlled and auditable.
• .NET Core and REST APIs make it modern and integration-friendly.
• Workflow steps turn document operations into reusable automation patterns.
• Review/approval flows make governance repeatable and measurable.
• Digital signatures enable trust, integrity, and compliant release.

The net effect is faster delivery of document-centric applications (contracts, policies, onboarding packages, case files, SOPs, invoices, etc.) without stitching together separate tools. Documents live where they should, move only when allowed, and evolve under controlled business processes.

FlowWright v10.7 positions document management not as a separate system you bolt on, but as a foundational platform capability—aligned with automation, security, and the real operational needs of modern enterprises.  Schedule a demo to explore our new v10.7 document processing features and discover how it can scale using workflow automation.