How it Works
Organized team-based document creation
Users log in to their own workspace showing their own in-progress transactions and recently finalized transactions.
Team members take & release transactions to prevent two users from making conflicting simultaneous changes to the same transaction.
Take & Release of
Create notes within transactions to communicate among team members working on the same transaction.
Although Document Agility is designed to be a document creation system, it does provide a foldering system for created transactions with the ability to control access rights.
Transaction Foldering System
Negotiate documents during creation by sharing document versions with external users and tracking manual text changes between versions.
Manual Text Edit Tracking
Upload ancillary files to become part of a transaction along with system-generated documents.
Transaction Ancillary Files
Share completed documents with clients or other stakeholders in their own system workspace.
Document Collaboration with Clients
Invite clients or other stakeholders to contribute transaction data using custom interviews. Monitor whether interviews have been accessed and completed.
Interview Collaboration with Clients
Find transactions using a variety of precise filters.
Data & Document Integration
Document Process Flow