Connect DocuWare documents with service or business administration. Service Automation Suite matches record metadata and source references and processes documents or metadata according to the agreed archive setup.
Scenarios in practice
What would you like to do with DocuWare?
Choose a use case and explore the related workflow steps.
Documents and metadata alongside the correct record.
Connect DocuWare documents with service or business administration. Service Automation Suite matches record metadata and source references and processes documents or metadata according to the agreed archive setup.
Load into the agreed register and verify the result.
Select the right data
Retain document permissions and retention; determine whether a link or controlled copy is required.
Match and map
Document ID, file cabinet, index fields and permitted document content.
Load and verify the result
Agree the authoritative source for each field. Validate required values and existing records before loading. Retain source and target references, counts and errors; retry only data not successfully processed.
How Service Automation Suite connects data and execution
The work between your applications
Documents and metadata alongside the correct record.
Connect DocuWare documents with service or business administration. Service Automation Suite matches record metadata and source references and processes documents or metadata according to the agreed archive setup.
A change, request or alert
Service Automation Suite
Data, people, assets and relationships on one foundation.
Compare
What exists? What should exist?
Determine what is needed
Matrix · policy · legal requirements
Coordinate the next steps
Checks · tasks · approvals · actions
Execution ↔ feedback
Your people and tools
DocuWareService Automation Suite
For example. Also with other teams, suppliers and applications.
Verify. Inform. Report.
What is complete? Who needs to act? Which exception needs attention?
Start with one integration, register or check. Build on the same data and rules.
Combine into one controlled process
Data → rules → execution
Combine
Request + document + case file
Determine & check
Check data and choose the right route
Execute & report back
Create document or signing request · Process outcome · Update case file
Check sources and rules, test changes and track the outcome. Manual tasks get an owner and confirmation.
Build visually. Manage easily.
Reuse building blocks, adapt your process and test the change. Manage it yourself, together with us or let Scope4mation take care of it.
Connect work across your applications
What would you like to connect DocuWare with?
Choose the role in your workflow. Explore applications from the scenarios and further directions to discuss together. We define the data, actions and available interface for each combination.
Connect DocuWare with your other applications. Automate the work between them and stay in control.
Process & control
Less manual work
Connect DocuWare with HR, IT and suppliers. Automate the flow of data and actions.
Control over execution
Define rules, follow up exceptions and verify the outcome.
Purposeful data sharing
Decide which data to share, with whom and under which conditions.
Autonomy & choice
Your applications, one process
Combine DocuWare with the applications that fit your organisation.
Direct access to the makers
Work directly with Scope4mation: Dutch technology, process expertise and support in one team.
Room to adapt
Reuse your configuration and keep process knowledge transferable as systems or rules change.
Build & operate together
Start small, build further
Start with one use case and reuse the building blocks for the next.
From idea to practice, together
We help with configuration, exceptions and handover, starting from your daily practice.
Operate it your way
Operate it yourself, together or with us. Agree on clear responsibilities upfront.
Beyond the first integration.
Use the same data and rules in your next process.
Start with one use case. Connect customer, employee and asset data, for example, and agree which source is authoritative. Reuse those relationships, a matrix where needed and configured actions in the next workflow. Agree who maintains the data and rules. Expand without repeatedly connecting and maintaining the same information.
Signature declined. Keep the process moving.
A request awaits a ValidSign signature. Declining, expiry and technical failure each need different handling.
Combine
Link the request, signing request and document. Read the available status and apply agreed conditions to determine the next action.
The outcome determines what follows
Signed: process the document and confirm the activity. Declined: route the reason to the owner. Temporary technical failure: retry only under the configured error rule.
The benefit
Appropriate follow-up for each outcome without counting a sent signing request as completed work.
Temporary access, with the end handled too.
Additional access is approved for a limited period. A checkbox alone does not preserve why, for whom and until when.
Combine
Connect identity, approval, expiry date and the available access action. Reuse the same data for a scheduled follow-up check.
The outcome determines what follows
Revocation confirmed: record the result. Extension requested: ask for a new decision. Not revoked: raise the exception with the authorised group rather than silently completing it.
The benefit
Fewer forgotten exceptions and a traceable relationship between approval and actual access.
A different name does not mean a new record.
A person or organisation has a different name in the source than at a customer or supplier. Matching text again can create incorrect or duplicate relationships.
Combine
Retain verified identifiers and source rules in a shared table. Reuse the relationship for requests, tickets and other integrations.
The outcome determines what follows
Known key: use the relationship. Multiple candidates or a missing identifier: request review. Once confirmed, reuse the established relationship.
The benefit
A consistent data foundation managed by your team instead of investigated again for every connection.
Your process needs more than a standard action?
Configure the missing API request, input and output in API Composer. Use its response in the next step and combine it with data tables, forms and automations. Extend the same product and reuse the configured building blocks.
Use Service Automation Suite to update a ticket in TOPdesk, for example, with fields available through its API, such as category, priority, status and support group. For another application, configure its request and field mapping. The outcome determines the next action: confirm, add information or request review, not merely check whether the request arrived.
Need to publish data or let others submit it? Endpoint Composer exposes a configured Service Automation Suite data object with selected methods and security profiles. Other building blocks handle subsequent processing.
From product to workflow
DocuWare in your wider workflow
Pull up a chair. Or join us online.
Over coffee, tea or online: tell us what you are working on.
We can help with the integrations, automation and coordination your process needs, even if your application is not listed yet.
