1. Smart approvals & work routing engine

Smart and easy to use

• Extremely easy to use, through a simple and intuitive graphical user interface
• Assist-me^TM mode makes system easy to learn
• Full AJAX interface, application runs on any browser, feels like a desktop app
• Advanced search option to create complex queries
• Smart queueing of work tasks for each user
• Frequent searches can be saved to "Organizer"
• Display only the most relevant information for each user at any given step
• Import records from CSV files, useful for in-the-field workers without access to the internet

Auto Emails

• Automatic email merge, multiple email templates supported
• Form submission auto-responders
• Easily edit email templates in-line
• Attachments auto filed them in the documents section for each record

Document Generation and Storage

• Template engine creates merged PDF documents on the fly
• Keeps all documents organized and centrally stored
• Automatically annotates documents´ metadata for each record

Smart queuing technology

• Fully configurable workflow engine, supporting multiple roles, parallel process execution, reminder loops, etc.
• Work items can be organized and grouped by user or role
• Prepares and presents the day's tasks for each user
• Keeps track of calendar items and due dates for every single work item and every user
• Included calendar to visually track call and contacts
• Easily set up reminder loops and exception escalations
• Ensures process compliance for all users, groups and rolls

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