FileStar: Workflow Automation
FileStar cloud workflow and critical document archive software ensures your users always find the documents they need to support your business with correct answers.
Trusted because all documents added have client specified required attributes and approval via workflow.
Powerful because our “package” based model allows you to automate processes that include both documents and data.
Enhance Productivity and Compliance
- DocuSign integration for workflow with digital signatures
- Create rules that help automate the process and ensure accurate information
- Mobile approval and routing
- Full logging and reporting of approvals and actions for compliance
- 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 all documents and data entry
- Wire Transfers – Safe review and approval
- Accounts Payable – Invoice review and approval – integrated with accounting systems
- Journal Entries – route all supporting documents for review and approval and recording
- Tax Filing – prepare, review and approve
- Letters of Credit – Review and approve and record all details including renewal dates and amounts
- Budgets – Review and approve
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