The Document Workspace in LogixDocs 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 payment requests or delivery orders. This feature helps businesses maintain consistency, speed up approval workflows, and keep document information easily accessible for review. Documents can be linked to a specific record or shipment 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., Shipment Arrival Notification, Vehicle Asssignment).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 Record or Shipment (Optional)
Link the document to a specific record in LogixCRM or shipment in FreightNX for better organization and tracking. This helps maintain context and improves document retrieval.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 the necessary people from LogixFlow. 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
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 LogixFlow 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 record directly from the Studio view. Click on a document name to open its summary and activity log.