Tired of chasing people down to get approvals, decisions or signatures?
Want to know who has the next step or where the process bottleneck exists?
eFileCabinet’s Advanced Workflow enables you to efficiently create a process for individuals and departments to make decisions and to take action.
Advanced Workflow helps you get approvals and decisions within minutes while still sitting in your chair.
This solution enables you to :
- Consistently get decisions made the right way – the automatic routing feature requires people to respond predictably
- Tracking the process by just looking at your screen – helps you keep the staff accountable
- Improve processes continually as inefficiencies become quickly apparent – even send messages to individuals or groups based on the status of the documents
- Control policy compliance and risk mitigation at a greater level – route documents based on the properties of the documents
- Reduce process costs and time – improve processes with our simple drag-and-drop graphical interface
Advanced Workflow is available for eFileCabinet Desktop and Online products.
Call us at 877-574-5505 or fill out the demo request form to see the product in detail.
Features include the capability to do any combination of the following :
- Store a document
- Assign the document to a user or group
- Copy the document
- Move the document
- Delete the document
- Send a message to a user or group via the following methods
- System message
- Text message
- Set retention policy on the document
- Set the permissions on the document
- Route the document to different actions based on its profile information