Manage mission critical processes and eliminate spreadsheets, emails and busywork

Streamline Processes

Standardize repetitive processes, increasing accuracy and facilitating training.

Compliance Policies

Establish and enforce policies, mitigating the risk of process noncompliance.

Reporting Tools

Measure success using configurable, easy-to-use reporting tools.

Accelerate Document Review and Approval

  • Enable simultaneous review and approval by routing documents or electronic forms to multiple users
  • Easily reassign tasks if someone is out of the office.

Increase Transparency

  • Use configurable, easy-to-use reports to measure process success.
  • Evaluate employee workloads using dashboards and visualizations.

Stay Involved While On the Go

  • Eliminate process bottlenecks by using your iOS, Android or Windows device to review, approve and sign documents
  • Reduce duplicate data entry by submitting electronic forms while out in the field

Keep Work Moving Smoothly

  • Ensure tasks are completed on time with automatic recurring notificationemails
  • Easily escalate tasks to a manager if they aren’t completed within a specific timeframe

Simplify daily work by making content easily accessible and searchable

Apply Document Annotations

Add stamps, sticky notes, textboxes, highlights and more, to documents.

Keep Sensitive Text Private

Redact selected document text to keep it secure from unauthorized viewers.

Oversee Your Repository

Track and audit every action on documents and folders throughout the enterprise.

Share Public Records

Increase transparency by making vital information easily accessible through a public portal.

Enable Secure Document Management

Restrict access to folders, documents, fields, annotations and other granular document properties.

Keep Track of Document Versions

Track, display and compare multiple versions of the same document in one place.

“Ramblers simplified the collection of data and enabled internal departments to communicate important information, increasing efficiency and accuracy.”

—Richard Clowser, IT & Business Systems Manager, Ramblers Walking Holidays

Read the Success Story

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