Document Follow
Overview
Document Follow – Business Explanation
Document Follow is used in Dafater to help teams stay informed and engaged with important business records. Its purpose is to allow users to follow specific documents so they automatically receive updates, notifications, or communications related to those documents. This ensures that the right people remain aware of changes, discussions, or actions without needing to constantly check the system.
What Document Follow Is Used For
In daily business operations, Document Follow helps:
- Keep stakeholders informed about progress or changes in key documents
- Improve accountability by ensuring ownership and visibility
- Reduce missed updates, delayed responses, or miscommunication
- Support collaboration across departments by sharing awareness, not responsibility
In simple terms, Document Follow answers the question:
“Who needs to stay informed about this document?”
Prerequisites or Setup Requirements
Before using Document Follow effectively, the business should ensure:
- Users have clearly defined roles and responsibilities
- Core business documents (such as approvals, requests, or records) are already in use
- Communication expectations are defined (who should be notified and when)
- Users understand the importance of following documents relevant to their work
No complex setup is required, but clarity around ownership and involvement is essential.
Typical Workflow and Business Fit
- A business document is created or becomes important (for example, a request, approval, or record).
- Relevant users choose to follow that document using Document Follow.
- As updates, comments, or changes occur, followers are kept informed.
- Followers can respond, take action, or simply stay aware, depending on their role.
- The document progresses smoothly because the right people remain aligned.
Document Follow fits naturally into approval cycles, reviews, escalations, and ongoing operational monitoring.
Key Business Scenarios Where Document Follow Is Essential
- Management Oversight: Leaders follow critical documents to stay informed without directly intervening.
- Cross-Department Coordination: Multiple teams follow the same document to maintain alignment.
- Customer or Partner Records: Relationship owners follow documents to ensure timely responses.
- Approvals and Reviews: Approvers follow documents to track changes before final decisions.
- Audit and Compliance Awareness: Responsible users follow records that may require later verification.
Important Considerations for Users
- Follow only documents relevant to your role to avoid unnecessary notifications
- Ensure key decision-makers are following high-impact documents
- Use Document Follow for awareness, not as a replacement for accountability
- Regularly review followed documents to stay focused on active priorities
Summary
Document Follow is a simple but powerful way to improve visibility, communication, and coordination across Dafater. By ensuring the right people stay informed at the right time, it supports smoother workflows, faster decisions, and better business outcomes—without adding complexity.
Basic Information
- Module: Email
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| ref_doctype | Doctype | Link | ✓ | DocType | Referenced Dafater document type being followed. |
| ref_docname | Document Name | Dynamic Link | ✓ | ref_doctype | Specific Dafater document record selected for following. |
| user | User | Link | ✓ | User | Dafater user who follows and receives updates. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Desk User | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| User | Links to | Core |