Key Features
Easy to use Drag and drop to add new steps into the designer, click and drag to link your workflow steps together
Instant deployment Once a workflow has been designed it can be used immediately
Forms Use data entered by users in the form to drive your workflow
People and Roles Workflow steps can be assigned to email addresses (external notifications), groups of Registered Users or Roles
Actions Actions include: stages, email notifications, pop-up and full screen alerts, forms navigation, e-signatures, automated and non-automated documents
Decisions Decisions drive your workflow by using data entered on the form
Uploading Documents Workflows support an unlimited number of documents that can be attached to each running workflow. Uploaded documents are full text indexed (and OCR’d if necessary)
Data Libraries When a workflow is run the data is saved in a Sysero library which supports all the features of the Knowledge Library
Automating Documents A workflow can produce an unlimited number of documents automatically
Pending Versions Edits to workflows can be staged to allow testing before final deployment if needed
Document Packs Add documents to an existing automation to share fields and data across documents