Workflow comes with every PSIsafe Desktop client installation by default. Workflow enables users to create unique, automatic, rule-based, and manual processes that align with their Standard Operating Procedure (SOP).

You may route documents or folders (items) manually from the client. To do so, right-click the content and select the appropriate manual routing option.

Additionally, you can route documents using a rule with the same procedure, allowing for complex workflow chains to pass through individuals, groups, departments, or customizable triggers based on document indexes.