ProcessMaker features a native Document Management System built into its core, available in both Community and Enterprise versions. This system allows users to define a folder structure for Input Documents and Output Documents. Process Map Input Documents are files associated with a particular case. These files can be text documents, spreadsheets, images, etc. From the main toolbar, click on the “Create” button next to “Input Documents”. On the next screen, give your document a title, a type, and a description if you wish. You can enable versioning if necessary. The destination path is a directory in the document repository, which can be static or dynamic. For a dynamic destination path, use the variable picker to select a variable from the list. The value of this variable will be used on the destination path each time a document is uploaded. You can define tags for the document in the same way. Additionally, it is possible to define allowed file extensions and maximum file size for uploaded documents. Click on "Save" when finished. Output Documents are files generated while running a case, which are meant to be printed out or stored digitally outside ProcessMaker. In order to create an Output Document; from the main toolbar, click on the “Create” button next to “Output Documents”. Give your document a title, and specify a static or dynamic filename. You can then give your document a description and specify a media type and margin size. Output documents can be generated in either Doc or PDF format, or both. You can also specify PDF security, which allows you to set permissions and password protection to keep your document restricted to selected users. As with Input Documents, you can enable versioning, a dynamic destination path and tags. When you are done, click on “Save”. Now that the properties of your Output Document are defined, click on “OPEN EDITOR” to start designing its content. You can use the text editor to create a template, or simply upload a pre-built HTML design from your hard drive. Use the variable picker to insert information from your process. Click on “Save” to finish. Multiple File Uploader Input Documents can be viewed as reference by subsequent users; and also downloaded, updated, and re-uploaded thanks to the ProcessMaker’s versioning capability. Generate Output Document Output Documents are useful for creating external records of case data; as well as creating formatted output such as bills, receipts, and letters. Notice that the data input into the Dynaform, has replaced the field names from the Output Document template. Also notice the dynamic filename at the top. Document Management System (DMS) You can view completed Input and Output documents at anytime, by navigating to the “Home” area and clicking on “Documents” from the case menu. Here you will see the directories you specified when creating your documents. You can easily navigate through the directories and view information pertain to each document. In addition you also have the ability to upload and download documents from the repository. Business Process Management and Document Management have always been two closely related applications. Thanks to ProcessMaker’s native Document Management System, you can utilize both, from one easy-to-use interface.
19 May 2026
SAP Master Data Governance is designed to improve data quality, but too often it introduces rigid workflows, slow change cycles, and heavy reliance on IT. The result is bottlenecks that limit agility and prevent business users from taking ownership.
