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Redesign Document Workflows

Improve business processes through digital transformation


Manage external documents seamlessly

Automate each step of the process

  • Streamline ingoing and outgoing items.
  • Create comprehensive business document workflows.
  • Reduce the need for manual input.

Enforce document traceability and security

  • Connect directly to ERP, CRM, or BPM output documents.
  • Create a completely new process or improve individual elements of your current setup.
  • Ensure document integrity.

Go completely paperless

  • Enhance document creation and distribution.
  • Process purchase orders, invoices, HR documents, and more.
  • Automatically distribute with read receipt notification.

Match business requirements with ease

  • Handle documents in bulk.
  • Address both internal and external workflows.
  • Allow for better collaboration, routing, and approval.


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.


A fully customized workflow solution

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
★ ★ ★ ★ ★

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Frequently Asked Questions


How to Automate PDF Data Entry into SAP with Compleo

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