FileBound Workflow

Many applications require multiple decision points and the ability to share documents among many users to complete tasks, processes, and procedures. Attempting to accomplish these types of activities with manual paper based systems can be very labor intensive, prone to error and lack accountability. The FileBound workflow module streamlines collaboration and accelerates the completion of critical business tasks which equates to increased operational efficiencies and reduced costs.
Learn More About Workflow

FileBound E-Forms

Manual based paper forms are expensive and difficult to distribute, manage, and file. Integrated content management solutions provide a methodology for the automation of these processes. The FileBound integrated e-forms module provides the automation you need.
Learn More About E-Forms

Workflow

All Content Management solutions should incorporate workflow! Workflow is best described as the automation, distribution, and accounting of business tasks, processes, and procedures. Many applications require multiple decision points and the ability to share documents among many users to complete these. Attempting to accomplish these types of activities with manual paper based systems can be very labor intensive, prone to error and lack accountability. The FileBound workflow module automates the collaboration and assignment of tasks to accelerate the completion of critical business decisions. This equates to increased operational efficiencies, reduced costs, and organizational scalability.

Advantages of Implementing Workflow

* Allows companies to define, study and document their business processes
* Automatically distributes work or tasks to specified users or groups for action or decision-making
* Reduces time and costs associated with manual steps or inactivity
* Complete reporting and process audit trail
* Promotes responsibility and accountability

Typical applications that benefit from the FileBound workflow include Vendor Invoice processing, HR hiring processes, Medical Transcription approvals, Lab Results routing, Remote Coding applications and Loan Approval processes. In each of these applications routing rules are configured which include the route each document takes upon entering the workflow based on index data. At each step in the workflow, decisions are made which determine the next step in the process. At each step users have the ability to create notes that travel with the document as it is processed. Users are assigned tasks that need to be completed and are notified of the task via email and with an entry in their task list.

Documents can enter a workflow either as a result of scanning the document, importing of application documents, the creation of an electronic form or through manual assignment.

Features

* Automatically distributes work to specific users or groups
* Forwards documents through successive work steps without delay
* Allows document to be prioritized based on certain criteria
* Route by index value
* Voting privileges
* Automatically update index values
* Allows tasks to be completed and authorized by specific users
* Provides a process for load balancing work
* Provides a quality control processUnlimited number of users
* Integration with other systems

FileBound workflow allows you to control operational costs, create employee accountability and increase your organization's scalability. Contact us today and put the power of FileBound to work for your organization.

FileBound WorkFlow Datasheet

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Electronic Forms

FileBound Electronic Forms System

FileBound allows you to create and store a library of on-demand forms to automate the creation, distribution, and filing of transactional forms. These templates can be configured as Word, HTML, or XML documents. To create a form within the system, data from the FileBound data base or from external data sources can be merged into the form. The created forms can be routed down a workflow for completion or printed. The printed forms include a unique document ID barcode generated by the system and placed on the form. This allows completed forms to be tracked and auto-scanned into the system by reading the barcode. FileBound also has the ability to integrate with existing forms creation applications. These forms are passed through FileBound prior to printing which places the ID barcode on the form for auto-scan input into the system.

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		FileBound Main > Workflow and E-Forms
			FileBound Workflow Many applications require multiple decision points and the ability to share documents among many users to complete tasks, processes, and procedures. Attempting to accomplish these types of activities with manual paper based systems can be very labor intensive, prone to error and lack accountability. The FileBound workflow module streamlines collaboration and accelerates the completion of critical business tasks which equates to increased operational efficiencies and reduced costs. Learn More About Workflow FileBound E-Forms Manual based paper forms are expensive and difficult to distribute, manage, and file. Integrated content management solutions provide a methodology for the automation of these processes. The FileBound integrated e-forms module provides the automation you need. Learn More About E-Forms Workflow All Content Management solutions should incorporate workflow! Workflow is best described as the automation, distribution, and accounting of business tasks, processes, and procedures. Many applications require multiple decision points and the ability to share documents among many users to complete these. Attempting to accomplish these types of activities with manual paper based systems can be very labor intensive, prone to error and lack accountability. The FileBound workflow module automates the collaboration and assignment of tasks to accelerate the completion of critical business decisions. This equates to increased operational efficiencies, reduced costs, and organizational scalability. Advantages of Implementing Workflow * Allows companies to define, study and document their business processes * Automatically distributes work or tasks to specified users or groups for action or decision-making * Reduces time and costs associated with manual steps or inactivity * Complete reporting and process audit trail * Promotes responsibility and accountability Typical applications that benefit from the FileBound workflow include Vendor Invoice processing, HR hiring processes, Medical Transcription approvals, Lab Results routing, Remote Coding applications and Loan Approval processes. In each of these applications routing rules are configured which include the route each document takes upon entering the workflow based on index data. At each step in the workflow, decisions are made which determine the next step in the process. At each step users have the ability to create notes that travel with the document as it is processed. Users are assigned tasks that need to be completed and are notified of the task via email and with an entry in their task list. Documents can enter a workflow either as a result of scanning the document, importing of application documents, the creation of an electronic form or through manual assignment. Features * Automatically distributes work to specific users or groups * Forwards documents through successive work steps without delay * Allows document to be prioritized based on certain criteria * Route by index value * Voting privileges * Automatically update index values * Allows tasks to be completed and authorized by specific users * Provides a process for load balancing work * Provides a quality control processUnlimited number of users * Integration with other systems FileBound workflow allows you to control operational costs, create employee accountability and increase your organization's scalability. Contact us today and put the power of FileBound to work for your organization. FileBound WorkFlow Datasheet Back to the Top Electronic Forms Manual based paper forms are expensive and difficult to distribute, manage, and file. Integrated content management solutions provide a methodology for the automation of these processes. The FileBound integrated e-forms module provides the automation you need. FileBound Electronic Forms System FileBound allows you to create and store a library of on-demand forms to automate the creation, distribution, and filing of transactional forms. These templates can be configured as Word, HTML, or XML documents. To create a form within the system, data from the FileBound data base or from external data sources can be merged into the form. The created forms can be routed down a workflow for completion or printed. The printed forms include a unique document ID barcode generated by the system and placed on the form. This allows completed forms to be tracked and auto-scanned into the system by reading the barcode. FileBound also has the ability to integrate with existing forms creation applications. These forms are passed through FileBound prior to printing which places the ID barcode on the form for auto-scan input into the system. Back to the Top