Solution Template: DocGeneration

Joint document creation and signature

The Solution Template DocGeneration is a complete, web-based collaboration tool that can be perfectly integrated into the JobRouter® platform and installed in less than no time. The Solution Template takes up functions of already established collaboration tools such as GoogleDocs or Office365 and extends them by intelligent features such as the digital signature and a deeply integrated role and rights management.

DocGeneration enables you to create documents and content jointly and to edit them continuously in one interface - even up to the final storage in, for example, a digital archive.

Feature List

  • Simultaneous editing of Word documents
  • Differentiated rights management (editor, reader, commenter & approver)
  • Change history in the Word document can be viewed at any time
  • Secure project management with integrated release function
  • Setting two date values for escalations
  • Digital signing function also for external partners
  • No Microsoft Word required
  • Continuous working in one surface
  • Chat function for queries and work instructions
  • Software from Germany

Create document

In a first step, a document owner creates a new document or uploads an existing template for further processing. Now further persons can be invited to the document processing, who receive different roles: Reader, Commenter, Editor, Approver. The document manager can also be a member of these roles making him able to view and check information on the document.

DocGeneration facilitates traceability

Each user receives a start pulse in his JobRouter® inbox as well as further work instructions with a link to the document. The document manager, on the other hand, has access to a monitoring box from which communication with all project participants can be managed. He can also set deadlines and escalation data and change them if necessary.

Edit documents

All project participants can work on the document simultaneously - in parallel - and see changes in real time. In addition, changes to the document are recorded in a personal transaction history: Comments, annotations and formatting changes are displayed accordingly.

Check document

Once all tasks have been completed, the document can be checked for requirements and completeness in JobRouter® and be forwarded for approval.

Release document

All persons with the role "Approver" then receive a note and can release the document or request changes. The second release pass can be used to add more or completely new participants while removing others from the first pass.

Sign document

It is possible to digitally sign the document, both in sequence and in parallel. External participants are also informed about the final document by message and asked to sign. You reach the final document via a link and can choose between three signature options: Initial, first & last name or free text. Therefore, no JobRouter® account is required.

Archive document

The document manager then receives a PDF for archiving.

Buy a Solution Template

You want to get started right away? This process is already available as a ready-to-use solution for implementation. We quickly and easily adapt the standard to your requirements and your company structure.

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