Streamline document processes
We all work with documents on a daily basis, whether that is incoming mail delivered by the postman, a PDF contract for the latest deal, or the file containing tomorrow’s presentation.
All these documents are often part of bigger workflows too. Project workflows, process workflows, workflows related to specific legislative requirements. Some may even be part of multiple workflows at the same time.
Transitioning to working in a more agile environment brings with it the opportunity to introduce future-proof solutions that better support and even integrate these workflows.
We can help you with this, as our solutions enable your employees to work with paper-based and digital documents from any location, anytime, securely and efficiently.
Read on to find out how.
Simplify signatures
Signing documents is something that every business has to do. Whether they are physical or digital, letters, contracts, agreements, or something else, it is essential that employees can sign documents quickly and easily, wherever they are working from.
Why? Because failing to sign documents quickly can lose your business contracts, delay payments and, in some sectors, breach legal requirements.
Whatever your business’s workflow needs, we have a signature solution. Need a digital signature workflow solution to support an agile workforce? We’ve got one. Need a physical signature workflow solution due to legislation? Or a solution for both digital and physical signatures? We can help.
Our digital solutions connect to popular digital signature providers and can integrate with other third-party platforms too. This means that your workforce can easily sign and send documents within an approved, secure workflow.
Employees can also print, sign, scan and save physical documents, whether a physical signature is the legal requirement or just the way they like to work.
Want secure workflow procedures for both digital and physical signatures?
Speed up working with forms
Capturing visitor details; collecting customer feedback; filing out timesheets; submitting budget requests: the list of repetitive tasks within your business that depend on collecting information is extensive. Extracting and processing the data gathered can become very time consuming and error prone when done manually. If done incorrectly, it could even put compliance at risk.
We can simplify this process by introducing e-forms to your business. E-forms can be used internally to improve company processes and externally – by embedding them on a website – to reach others. And, to support an agile workforce, e-forms can be viewed and submitted from a desktop, laptop or mobile device, increasing flexibility and productivity.
Used within our content management solution, e-forms can even become part of a document workflow, automating manual tasks.
Take your employee holiday requests. When an employee fills out an e-form requesting annual leave, the form can automatically be sent to the correct contact for approval. The approver will receive an automatic notification of the outstanding task and, once they input their decision, the employee will be notified. Once processed, the e-form can create an electronic document, like a PDF, to save as a record in your content management system. This supports regulatory compliance.
Want to reduce the manual processes within your business and start working with electronic forms?