Build, scale and streamline everyday business processes to improve efficiency. Common processes can be tailored to your businesses needs.
Automated Document Routing
Using Zonal OCR, processed documents can be routed to the correct location using automation rules.
Automated Folder Creation
Combined with your folder templates, Zonal OCR can recognize if an uploaded document belongs in a new folder, create the folder, and even name it.
Program your system to perform certain tasks when specified conditions are met. Create approval workflows based on a number of different factors.
Set Automation Rules to Folders
Set notifications to inform you if a new document is uploaded to a designated folder. Workflows can also be initiated when certain actions are taken.
Whenever documents are moved to a designated file, the system can automatically apply retention rules to it, even locking the document from being edited or deleted.