Manage Document Routing & Approval

Route documents and forms through customized, user-defined workflow processes in which documents, information, or tasks are passed from one team member to another for action. presents a graphical representation of your workflow and shows the current workflow step at a glance. The workflow allows you to:

  • Create rules using simple, user-defined processes
  • Route documents and forms
  • Create workflow activity audit trails
  • Assign approval requirements for each step in a workflow
  • Notify team members when business process hits workflow inbox
  • Monitor and track status of business processes for management team