Workflow automation software and document management system

Ensure secure access to enable work from anywhere.

Whether it’s local staff, contractors, freelancers, or remote workers, they all need access to the goods. Give it to them.

• Import and store data from scanned images, Word documents, PDF, audio/visual, email, and more

• Integrate with everything! DMS, ERP, SIS, accounting systems – you know the drill

• Promote more efficient processes by delivering relevant alerts and content to your user’s home screen

• Provide one end-to-end solution for every piece of captured content in your organization

• Search, find, and share content with colleagues anywhere, at any time

• Simple-to-configure user rules and security settings ensure data is kept safe

• Wow your staff with the ultimate user-friendly, single-click metadata search capabilities

• Simplify the workday by providing device-agnostic mobile access to records

Automate workflows to balance daily tasks. 

Easily configure workflows for any task using a user-friendly, no-code interface.

• Build from templates or create customized workflows and easily update as needed

• A no-code experience means anyone can configure workflows

• Add business rules or regulatory requirements to ensure compliance

…to get the content you want.

Automate routing and approval processes so your staff can get what they need without dealing with tedious busywork.

• Automatically import and route content based on rule configurations

• Set up scheduled events and action alerts

• Customize your dashboard to monitor progress and review process analytics

Electronic forms software and e-Signature services

Create forms quickly with our drag-and-drop forms designer or automatically transform existing PDFs into electronic forms to get work done faster.  

Replace old-school paper forms. Upgrading from paper to online forms created using drag–and–drop design tools helps compile relevant dataand lets users upload supporting documents. 

• Automatically index numeric fields, data, text, and more directly into document metadata and route directly to workflows or applications. 

• Include a basic template library to enforce content standards or even internal branding. 

• Gather data and automatically route to workflows or integrated systems like Salesforce. 

• Save time spent handling paper forms or trying to manually track and route requests via email.

Provide an incredible user experience.

Improve service and convenience by creating an external portal that is securely accessible via a direct web link. Enable multiple forms in one view based on the audience.

• Include e-signature capabilities via Docusign and Dropbox Sign integrations to securely capture sign-offs and speed up turnaround.

• Allow users to effortlessly attach supplementary information or documents.

• Automatically route to workflows upon submission and trigger action alerts if more information is needed.

• Use form data in workflow decisions, to auto-populate records, and to update ancillary applications.