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FileStar: Workflow Automation


Workflow Automation Software

FileStar cloud workflow and document management software allows you to achieve dramatic productivity improvements... 

Flexible because it's in the cloud, which means it can include your entire workforce - employees, sub-contractors and even vendors.  

Powerful because our "package" based model allows you to automate processes that include both documents and data.

Enhance Productivity

  • Create rules that help automate the process and ensure the best outcomes
  • Mobile approval and routing (coming 3rd quarter 2017)
  • Security and user configuration ensures that the right information gets to the right people
  • Automatically start workflows based on in-bound email or based on data from an integrated application
  • Sorting and color coding of critical items in a workflow help users focus on the right priorities
  • Custom reports for executive review and management metrics
  • Process Examples
    • Lease Administration - validation of documents and data entry
    • Capital Improvements - budget review and approval
    • Pension Payouts - application review and approval
    • Sales Orders - route all documents from quote to invoicing
    • Tax Filing - prepare, review and approve
    • New Client - collect documents and enter data

Simplify Administration

  • Workflow configuration is part of each user or group's setup
  • Set a backup user or group in case of absences
  • Export the security settings to a spreadsheet for easy review
  • Assign a non-admin user to manage workflow rights only


Contact us to learn more about FileStar workflow automation software