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