Document Routing & Approval - Business Process Automation
Historically, document routing for review and approval has been a manual process subject to all the traditional business problems. Documents get lost, there is no personnel accountability and it takes way too long. An attempt to determine its status is the definition of absolute inefficiency.
Need help? Whether your requirements include simply attaching a document for routing, review and approval or you have more complex needs such as integrating with a document management system or online storage provider, consider HighOrbit. For over 10 years, our clients have used the HighOrbitBPM to automate their document centered processes. Common processes involve
- Contracts
- Invoices
- Expense Reports
- Quotes
- Technical Specifications
- Marketing Content
- Legal or Regulatory Compliance related documents.
Any type of document or file can be attached or linked to and routed for review and approval.
The HighOrbit BPM – Business Process Management and Workflow Automation system is a perfect solution for those interested in document routing, approval and management. Our easy to use graphical tool allows non-technical personnel to design their unique workflows, automatically assigning personnel with task due dates guaranteeing consistent completion of not only each review task, but all the tasks within a given process. Business rules can be implemented and overdue tasks can be escalated. System security settings provide specific personnel visibility (dashboard) and access (authority) to each individual process and associated tasks. You can even capture electronic signatures right in the system!
Try “BPM - The HighOrbit Way”: Fast, Easy, & Affordable Document Routing & Approval Software
Find out how fast and easy you can create your own document approval system by signing up for our 45-Day Free Trial. To help get you started, we provide “Starter Kits”, which include a variety of commonly used workflow templates. An assigned Process Specialist is also available to personally assist during the trial period.
Starter Kits Process Templates/Examples
|
Accounting/Purchasing
|
|
Invoice Approval, Requisition Request, Issue RMA , New Vendor Request
|
|
Human Resources
|
|
Employee On-boarding, Payroll Change Request, Termination, Annual Review
|
|
Document approval
|
|
User-Determined Routing, Destruction Request
|
|
Information Technology
|
|
System Maintenance, Help Desk, Request for Change
|
|
Order Fulfillment
|
|
Work order Example
|
|
Sales Force Automation
|
|
Prospect Qualification, Quote Review, New Customer Intake
|
Form Example - Document Routing with Electronic Signature Approval:
|
