Workflow Automation Software

Millennia Group Blog

Checklist Length Doesn’t Matter

We have been very busy meeting with people in a variety of companies and disciplines but one area that has taken great interest in our online document checklist continues to rise to the top and that is human resources. When we meet with someone in the human resources world and we start to describe the concept of an online checklist that helps you track and gather a set of required documents, we have been surprised by a simple response – we need to collect one or two documents from many employees.

The concept of an online document gathering system seemed to us to mean a list of many documents that needed to be collected and because it may be a long list or at least a list used over and over again, some control, organization and automation would be really helpful. Turns out, it is very helpful in those situations but a short list sent to many people is also difficult to manage and our system can help with that too.

For instance, a company with a division of 300 employees in a state that changes insurance requirements means sending out new disclosure forms and beneficiary designation forms to all of those employees and gathering up all the signed copies. That is a lot of email and file attachments and a nightmare to monitor and manage. Well, not with CollectDocs. Load the list of employees and the blank forms and send out a batch Request and let the system tell you when all files are collected. Simple. Even simpler with digital signatures.

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