Docuvity-Connect

Steps to "Connect" - Forms with Automated Workflows

Define Process

User & Group Management

User & Group Management

Define the workflow process to automate
Create Electronic Form
Create Metadata Template

User & Group Management

User & Group Management

User & Group Management

Create Groups with relevant users
Design workflow per group
Assign permissions to each group

Automate and Go Live

User & Group Management

Automate and Go Live

Automate the workflow
Ensure accuracy
Reduce errors
Increase accountability
Increase efficiency
Save costs & time !

Value Propositions & Benefits

Workflow : Implement quickly and easily. No coding is required
Electronic Forms: Easy and Quick eForms set-up
4 Standard workflows available. Customise as per your requirements
Get your team engaged in your daily processes and ensure maximum productivity
Increased customer satisfaction and shorter time-to-market by better business process
Greater cost savings with docuvity Workflow Automation processes
Greater employee satisfaction as collaboration and best practices are improved
Complete transparency of all activities across the team and organisation
Customer retention level is improved with the help of effective business processes

Subscription & notification

Document expiry & renewal
Document Upload/edit/delete
Workflow notifications on Email/Mobile

Reports

User Audit reports
Workflow reports
Metadata reports
Customise other reports

Other Features

Document Import & Export
Document Attachment & Associations
Users & Groups management
Pooled & Group tasks
Digital Signature
User Dashboard