The Document Workspace in LogiaFlow allows you to create, track, and manage all your business documents in one place. Using customizable templates, you can quickly generate professional documents tailored to your needs—such as invoices, payment requests, or delivery order. This feature helps businesses maintain consistency, speed up approval workflows, and keep document information easily accessible for review. Documents can be linked to specific jobs or projects and shared with stakeholders for collaborative review and approval.
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Steps to Create a Document
Go to Document Workspace
From your LogiaFlow dashboard, click on Document Workspace in the main navigation menu.Select a Template
Under the Templates section, choose a document type that fits your needs (e.g., Invoice, Payment Request).
[USE CASE: A retail company can quickly generate invoice copies for daily online sales.]Fill in Document Details
Enter relevant information such as customer name, amount, due date, or product details. LogiaFlow templates include pre-defined fields to guide you.Associate with a Job or Project (Optional)
Link the document to a specific job, client, or project for better organization and tracking. This helps maintain context and improves document retrieval.
[USE CASE: A construction firm associates purchase orders with specific project IDs for accurate cost tracking.]Save or Send the Document
Click Save as Draft to continue editing later, or choose Send to share the document with stakeholders.
Sharing Documents for Review and Approval
Email Documents to Recipients
After creating a document, you can email it directly to necessary people from LogiaFlow. Recipients receive a secure link to view the document.Recipient Review Process
Recipients can view the document online and take action:Accept: Approve the document
Reject: Decline with optional comments
Add Comments: Provide feedback without formal rejection
Automated Status Updates
When a recipient accepts or rejects your document:You receive an email notification with the decision
The document status automatically updates in your LogiaFlow workspace (e.g., changes from "Sent" to "Accepted" or "Rejected")
The activity log records all actions with timestamps
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Viewing Document Information
You can easily check document details such as creation date, author, status, and associated job directly from the Studio view. Click on a document name to open its summary and activity log.
[USE CASE: A logistics company tracks rejected invoices to quickly address client issues and resubmit corrected copies. When a client accepts a freight quote, the system automatically updates the job status.]
Related Articles
[LINK: Next Help Article → Using Templates for Invoices]
[LINK: Next Help Article → Tracking Document Status]
[LINK: Next Help Article → Managing User Access to Documents]
[LINK: Next Help Article → Setting Up Email Notifications]
[LINK: Next Help Article → Associating Documents with Jobs and Projects]