Register the source
Keep source reference, capture method, page count and expected document purpose before classification.
Workflow blueprint
A paperless document management system needs a custody story
A digital custody sheet, not authenticity, signature, admissibility, retention, destruction or regulatory acceptance.
Track source, capture, metadata, version, reviewer, approval, access, retention and export so a digital file can be challenged without losing its history.
TL;DR — Track source, capture, metadata, version, reviewer, approval, access, retention and export so a digital file can be challenged without losing its history.
Review metadata and version
Relate classification proposal, version hash, reviewer, correction and restricted access.
Route approval and export
Keep approval, recipient, export reason and response beside the edition that was sent.
Open retention questions
Record retention trigger, legal-hold question and disposition owner without choosing a universal period.
Page-specific decision aid
A document custody sheet linking source reference, capture event, classification proposal, version hash, reviewer, approval, access grant, correction, retention trigger, hold question and export response
An invoice, signed instruction and identity document take different custody paths. The sheet shows capture, version, reviewer and access questions without claiming that a scan is the original.
- ✓An upload is not a complete record.
- ✓A signature image is not authentication.
- ✓A retention trigger is not a destruction order.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓A scan is not authenticity proof
- ✓A correction creates a new edition
- ✓Restricted access is explicit
- ✓Signature admissibility privacy retention and destruction excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow