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Workflow Portal Demonstrations

Design your own Sysero workflows to help staff and clients complete their work quickly and accurately

Summary: A workflow can be a single form that can produce simple or complex documents. In this demo, Sysero uses your choices to add the correct clauses needed to create a customised Share Purchase Agreement. Try selecting different schedules and toggle between the Details and Preview tabs to view changes in the table of contents, paragraph numbering and document content.
Resource Type: Demo
Publish Date: Sep 2018
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Summary: This new hire workflow has 2 steps. The first step captures information on the candidate and the second information on the position. It emails multiple documents as read-only attachments and it also demonstrates how the on-line document preview allows you to see how your changes effect the document before sending.
Resource Type: Demo
Publish Date: Oct 2018
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Summary: Organisations using Sysero can create workflow portals, with branded interfaces and customised workflows tailored for larger clients. This workflow for an Annual General Meeting demonstrates how Sysero supports processes with multiple items (in this case shareholders and directors) and how forms can expand when additional information is required.
Resource Type: Demo
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Summary: This workflow uses Sysero to customise a non-disclosure document and send for e-signing. It shows how a document can be signed before being sent to a third party who then signs the document. Once all parties have signed the document the final version is emailed to all parties. Sysero also integrates with DocuSign.
Resource Type: Demo
Publish Date: Sep 2018
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Summary: This KYC/AML workflow has a number of steps and is designed to send links to external clients. The first step also shows how Sysero can be linked to third party services such as searching for data on a client using the UK’s Companies House web service. This decision-based workflow demonstrates how different choices will change the path of the workflow.
Resource Type: Demo
Publish Date: Jan 2019
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