Advanced Workflow

automated workflow

Automated Workflow: Reduce time spent on processes and make your documents work for you

Processes are at the core of every aspect of your business. You create, receive, route, and approve documents and information from a variety of sources every day. New information enters a process and decisions need to be made. Your business is always ON.

Automating repetitive business processes that involve the movement of information and multiple touch-points significantly improves efficiency. Errors are reduced, productivity is increased, and your company is rewarded with greater profits.

Docassist’s Automated Workflow module helps you achieve this without changing the way you do business today. Replicate your current processes in the cloud, and automate the handoffs in these processes.

Key Features of Automated Workflow

Point-and-click interface for building workflows easily without IT knowledge

Simple, personalized dashboard that gives you a bird’s eye view of your tasks

Email notifications-your documents tell you when they need you

Conditional routing for decision-making and exception handling for processing

External triggers from your other business systems. Learn more about integrating document management.

Reporting to identify performance bottlenecks

Visibility into all work completed and in-progress for instant auditability

Simple User Adoption

Don’t change the way you do business

The simplicity of Docassist’s workflow dashboards ensures painless user adoption with very little IT involvement. Docassist is based on the familiar file-tree model that includes virtual cabinets, drawers, folders, and files to organize documents, and your workflow processes don’t need to change– your employees will be more productive and more valuable to your company.