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Communications rules in FlowForma enhance workflows by automating document- and communication-related tasks. They streamline file management, document generation, user engagement, and notifications, ensuring seamless communication across teams and processes.
  • Add/remove watermark: dynamically apply or remove watermarks on documents to indicate status or protect confidentiality. Use case: add a “Confidential” watermark during processing and remove it upon approval.
  • Attach document to step: automatically attach documents to a workflow step for easy access. Use case: attach signed agreements to the review or final approval steps.
  • Convert Word to PDF: convert Word documents into PDF as part of the workflow. Use case: convert finalized reports into PDFs for secure distribution.
  • Copy file: duplicate files and save them to designated locations for backup or record-keeping. Use case: copy completed forms to a shared drive for audit purposes.
  • Create Engage user: automatically create user accounts in the Engage platform for new workflow participants. Use case: add new project team members to Engage for collaboration.
  • Generate barcode/QR: generate barcodes or QR codes dynamically for tracking or linking. Use case: create a QR code linking to a digital contract or workflow dashboard.
  • Generate document: generate documents automatically using preconfigured templates and workflow data. Use case: produce a formal invoice or agreement based on workflow inputs.
  • Merge documents: combine multiple PDF files into one cohesive document. Use case: merge various approval documents into a single file for reporting.
  • Send email: automate sending customized emails, including attachments or notifications. Use case: notify stakeholders of workflow progress or send final documents to clients.