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Document Based Workflow
Optimize Document Based Worklows for Process Efficiency
MaxRecall’s document-based workflows are structured processes within an organization that rely on documents as the primary medium for information exchange, decision-making, and completion of tasks. These workflows involve the creation, review, approval, and storage of documents that move through predefined steps and stages. Document-based workflows are essential in today’s fast paced business environment. They help organizations improve productivity, maintain accuracy, and ensure consistency in processes involving document management.
Rules-Based Routing
MaxRecall's rules-based routing directs tasks, information, and documents within an organization based on predefined criteria or rules. This approach automates workflow routing for optimum process efficiency.
Workflow Builder
The MaxRecall Workflow Builder platform allows users to create, customize, and manage automated workflows without needing extensive programming knowledge. It provides an intuitive interface where users can design the sequence of tasks, actions, and decisions that make up a workflow.
Realtime Data Visibility
Real-time data visibility within MaxRecall provides access to view up-to-date information as it is generated or updated, without delay. This capability empowers organizations across various industries to monitor operations, optimize processes, make informed decisions promptly, and maintain a competitive advantage in today's fast-paced business environment.
Automated Document Routing
Automatically route workflow task assignments to team members. Never miss a critical workflow step again with configurable email notices and alerts.
Automated ERP Posting
Deliver ERP defined data files (EDI) for automated posting into your ERP system. Save hours of time and eliminate the costs and risk of clerical errors.
ERP Integrations
Synchronize your data and communication between MaxRecall and your ERP to enable optimum workflow efficiencies that deliver streamlined business processes, enhanced functionality, and improve data visibility across the organization.
Document-Based Workflows Are Essential for Success
Document-based workflows deliver structured processes within an organization that rely on documents as the primary medium for information exchange, decision-making, and completion of tasks. These workflows typically involve the creation, review, approval, and storage of documents that move through predefined steps and stages