FileStar: Workflow Automation
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.
- 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
- 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