by
Mark Jones
| Dec 08, 2011
We often get asked - why do we need DocRead when we can do it in workflow?
Here's how DocRead differs from a custom-designed or the collect-signatures workflow.
Workflow is triggered once when the document is checked in and published. DocRead is also triggered when the Document is published, but it also "listens" for membership changes in your groups and audiences. For example, if you required that a "Health and Safety Policy" is read and acknowledged by all new starters, DocRead will automatically send out a required reading task as soon as new starters are put into your groups and / or audiences. This works equally as well for users moving between departments and joining projects or teams (we call this Smart Move).
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