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Batoi Flex · Core workflows
What this page helps you accomplish
Keep operational documents connected to their purpose, owner, access, review, and signature state.
Accountable roleDocument Owner
Business taskDocument Management
Completion signalThe current document is controlled, attributable, accessible to the right people, and linked to its workflow.
Scope and authority
Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved
Document Management
Keep operational documents connected to their purpose, owner, access, review, and signature state.
Observable business result
The current document is controlled, attributable, accessible to the right people, and linked to its workflow.
Potential issue and recovery
The wrong version was shared or a recipient cannot proceed.
Recommended recovery: Pause or revoke the request where available, correct the document or recipient setup, and issue a new governed version without overwriting history.Who should use this article
This article is for document owners who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.
Before you begin
- Access to the appropriate authenticated workspace through My Batoi
- Authority for the records, action, or decision involved
- Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
- Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.
Workflow overview
Complete the workflow
- Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
- Open the current product area. Open CRM and Customer Documents, then confirm the document purpose, related company or contact, owner, audience, and required assurance.
- Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
- Perform the task. Upload or compose the document, apply the correct classification and relationship links, review the content, and choose the authorized share or signature workflow.
- Review the result. Check version, recipients, fields, access expiry, signature order, evidence, retention, and whether a superseded copy should remain inactive.
- Verify and retain the outcome. The final document state, version, recipient activity, certificate where applicable, and retention record are visible to authorized reviewers. Record every exception and follow-up with an owner and review date.
Verify the result
- The workspace, role, record, period, and Industry Pack still match the intended scope.
- The current document is controlled, attributable, accessible to the right people, and linked to its workflow.
- The visible status, source evidence, owner, exception, and next action agree with the completed work.
- An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.
Troubleshooting and recovery
| What you see | What to check | Safe next action |
|---|---|---|
| The wrong version was shared or a recipient cannot proceed. | Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence. | Pause or revoke the request where available, correct the document or recipient setup, and issue a new governed version without overwriting history. |
| The expected page or action is missing. | Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup. | Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control. |
| The result conflicts with evidence or another register. | Source ownership, date range, status definitions, duplicate records, latest update, and correction history. | Do not mark the task complete. Return it for correction or escalate it to the accountable owner. |
Safety and governance
Protect restricted information. Never use a public asset path for a private customer document. Exclude document content, signatures, access links, and recipient details from public screenshots. Use permission-controlled Flex records and the minimum information required for the task.
Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.
Use Batoi Intelligence safely
Helpful tip: Ask Batoi Intelligence to review a permitted document summary or checklist, not restricted source content unless the authorization explicitly allows it.
Next step
Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.