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.

Enhance Productivity and Compliance
- DocuSign integration for workflow with digital signatures
- Create rules that help automate the process and ensure the best outcomes
- 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