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Workflow Automation

Document workflow solutions enable organizations to manage project tasks more efficiently by attaching business logic to documentation. With document workflows in place, process consistency is established, extending the ways in which people can work with their business critical information.

Uniquely customizable, document workflows can be built to fit the specific business needs of your organization to automate virtually any document driven process.

  • Document Retention Scheduling: Set the regulatory requirements for your documents and workflow software will automatically remind you of when the retention period is over. The workflow monitors document dates to watch for appropriate retention times.
  • Accounts Payable Automation: Automatically deliver and notify users of a required invoice approval and instantly match it with corresponding purchase orders or packing slips to fully automate GAAP compliance.
  • Contract Management: Before a document is signed, document workflow solutions ensure the contract has been through the proper review cycle by tracking any changes, edits and approvals.
  • Employee Onboarding: Streamline the onboarding process while ensuring regulatory compliance by automatically matching applications with the proper government paperwork provided.

Users have the power to define the required document route and activity based on specific conditions. When a document meets the specific criteria, the system will trigger the workflow and push information through as arranged. Users can set automated exporting of data to release into an archive, to email, or even for the direct feed of information to other line of business applications.

Document workflows give companies the opportunity to greatly improve both client and partner relationships by giving users the power to build automated document routes specific to a company’s exact processes. Contact us today to learn how we can help put your documents into motion!