Document Process Flow
Automate document creation and approval processes
Assign document packages manually to each subsequent team to work on them, or set process flow rules to automatically assign them based on a system event or based on collected information.
Create rules that assign document packages to each subsequent team to access their interview and contribute information. Create sophisticated process flows based on business information collected.
Data Collection Process Flow
Create custom lists of workflow stages by transaction type and track a document package's progress through its creation process.
Workflow Status Tracking
Set alerts & trigger actions based on collected business information.
Alerts & Triggers
Set due dates for document packages and use them in reports or to trigger process flow actions.
Due Date Tracking