Digital Document Management

Redesign document workflows

Improve business processes through digital transformation

Home » Digital Document Management » Redesign document workflows

Document workflows XML and symbols

Maximize your business applications

Business applications often generate documents that see a lot of use.  These files must travel through the correct document workflows, whether exchanged with vendors and customers or internally. Furthermore, these workflows can be quite complex. Often, each document needs to be viewed, approved, rejected, revised, forwarded, and archived.

In contrast, consider the role automation can play in this process. By automating each step, your company can go beyond the paperless model and make major gains in productivity. Compleo streamlines incoming and outgoing items through comprehensive business document workflows. In this way, your company can increase functionality while reducing the need for manual input.

A flexible digital workflow solution

  • Match business requirements with ease
    • It’s important to have business document workflows that function properly each step of the way. Whether internal or external, you need a simple, robust system that can handle documents in bulk. Moreover, this approach allows for better collaboration, routing, and approval.
  • Enforce document traceability and security
    • Choose your preference: build an entire workflow directly connected to ERP, CRM, or BPM output documents from scratch, or focus on individual functions. Either way, Compleo makes validation easy and flexible. You’ll also ensure document integrity and retain governance.
  • Go completely paperless
    • Get enhanced document creation and distribution for purchase orders, invoices, HR documents, and more. As a result, you’ll establish a digital process you can tailor to your company’s needs.
Redesign document workflows

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

John Vim
Data Analyst, IT Support, TW Metals

Easily build interfaces between different applications

 

Connect to multiple source applications. You can automatically launch as soon as documents are released or received by email.

 

Provide easy user access and intuitive navigation via web application.

 

Distribute documents for easy electronic signature. What’s more, you can establish a consistent endpoint for each transaction.

 

Compleo Reviewer handles workflows seamlessly. At the same time, Compleo Supervisor oversees automation via our secured connectors.

A fully customized workflow solution requires multiple integrated features. Compleo offers:

Easy review for electronic files

Display a PDF view of an XML document.

Enriched 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 document 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, IP address of signer, etc.

Automation for document workflows

Fully automated document workflows

Automatically route documents based on properties, attributes, and contents. By doing this, you ensure each file reaches the correct recipient without any input from you.

Easy positioning for document workflows

Review before document approval

Create and position comments on each document as if you were writing notes. Consequently, you’ll be able to ensure clarity before the process is complete.

Extend your paperless document workflows with Compleo

You can integrate any digital document type into Compleo Reviewer from a variety of platforms. Here is a list of digitized document workflows handled with our own solution at Symtrax:

  • SAP: Customer Balances provide 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: Submit Sales Quotes for management review and Quality Assurance before sending.
  • In-House Applications: Approve Sales Orders before the invoicing and Account Receivable processes.
  • Email: Business users and department managers can approve Incoming Vendor Invoices
  • Management can digitally sign Administrative and Legal PDF documents, then keep a copy for further reference.

Document workflows architecture Document workflows architecture

Learn how to transform your document workflows

Contact us for a free custom demo today.

Request a demo