Workflow Module

The goal of your recording software should be to not only provide a record of the indexed documents and monies that flow through your office, but to help create a higher standard of efficiency and reliability. Our Workflow module helps to streamline your recording process by tracking the progress of each document from its receipt to its return.

Completely customizable, Workflow creates a series of 'queues' which each document will visit until all necessary steps have been accomplished to advance it to the next stage of the indexing process. Each 'queue' is a viewable grid which allows you to see which phase the document is in, as well as the user that is responsible for the document, if applicable. You can customize Workflow to suit your office's needs by requiring steps such as re-key validation and setting up warnings to remind users to perform certain procedures. 

An added benefit of Workflow is a series of reports which allow you to see the productivity statistics for each user in your office. The primary Workflow report provides data on not just the numerical output of each user, but a percentage of the total. A per-user report is also helpful in allowing users to track their personal productivity.

Benefits of Workflow:

 Streamlines the recording process.

 Increases productivity and efficiency.

 Provides detailed statistical reporting for users.

 Allows you to tailor the indexing process to match your specific needs.