Workflow management platform to streamline any approval process, eliminating the complications due to manual tasks.
It allows to manage workflows of internal and external processes, regarding any document type.
FEATURES
- Multi-channel document upload via different channels (direct upload, direct integration with third party systems, automatic upload from email, etc.)
- Workflow creation: creation of workflows according to one of the methods provided (manual, integrated or API).
- Workflow management: documents start automatic workflows, which redirect them to designated users for their management.
- Electronic signatures: workflow integration with the electronic signature platform
- Search and visualization: dashboard to monitor the status of each document of the workflow
- Reporting: reporting dashboard to monitor key KPIs.
- Notification: notification to users involved in a specific workflow that there is a document to be approved or managed
…to your problems…
Lack of control on the
progress of approval processes
Extended approval times
Possibility of errors
due to human distraction
Lack of transparency
on the document approval status
Lack of accountability and
traceability on the users’ actions
Lack of process
standardization
…to make a difference!
HIGHLIGHTS
RELATED TECHNOLOGIES
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