Forms and Workflow
Forms and workflow features can help organizations boost process efficiency and eliminate risk associated with document errors. Forms and reusable templates with advanced functionality including check boxes, radio buttons, dropdown lists, text boxes, and more can be used to further accelerate the document preparation process. End-users can also take advantage of the Groups and Permissions feature to control and manage workflows with role-based signing rules.
- Use reports and dashboards to consistently monitor the progress of transactions
- Boost document process efficiency
- Eliminate risk associated with document errors
- Maintain full control over who sees each document