Architecture

Extend your paperless document workflows with Compleo

Integrate any type of digital document workflow type into Compleo Reviewer from a variety of platforms:

SAP: Customer Balances provides solution consultants with information about their customer’s Accounts Receivable department.
MS Excel: Employee Vacation Requests can be sent for management review and HR approval.
Microsoft CRM 365: Sales Quotes are easily submitted for review by review and Quality Assurance before sending.
In-House Applications: Sales Orders can be approved before the invoicing and Account Receivable processes.
Email: Business users and department managers can approve Incoming Vendor Invoices.
In addition, management can digitally sign Administrative and Legal PDF documents, then keep a copy for further reference.

Features

A fully customized workflow solution

Enhanced document traceability

Analyze document content to create metadata or define properties. Because of this, you’ll have more ways to track and identify each item.

Greater security

Lock the final PDF document with a digital signature. Likewise, you can embed document identity details in PDF properties: examples include origin, author, date of modification, GPS info, and the IP address of the signer.

Complete automation

Route documents based on properties, attributes, and contents. As a result, you ensure each file reaches the correct recipient without any input from you.

Review and approval

Display a PDF view of each XML document, then create and position comments as if you were writing notes. Consequently, you’ll be able to ensure clarity before the process is complete.

Learn how to transform your document workflows.

Contact us for a free demo today.

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Case study

"Very useful software that can save cost…really great stuff."

John Vim
Data Analyst, IT Support
★ ★ ★ ★ ★

Read the case study

FAQ

Frequently Asked Questions

What does a document workflow consist of?

It depends on the document! In general, the phrase “document workflow” refers to the entire lifecycle of a document from beginning to end, but can include the document’s creation, approval, and eventual storage.

What document steps can Compleo Hybrid automate?

Document approval, extraction, validation, submission, and delivery can all be automated, and can apply to numerous simultaneous documents as well as individual ones.

What does it mean to “go paperless”?

In a broad sense, it refers to replacing processes that require printing and sending documents. Automation can remove that necessity, saving organizations time and money.