docAssist - Document Workflow & Collaboration

Quicklinks
Features & Advantages

docAssist™ not only faithfully enforces your existing business procedures, but it gives you options that were out-of-reach with paper-based processes.

Route, review and approve anytime or anywhere

The docAssist™ workflow engine allows you to easily map your existing paper processes to the digital domain so approvals are no longer restricted by geography or time zones. Complete the same approval process faster with no fear of lost documents or aborted procedures.

Control access without slowing processing

Every workflow allows for strict control of document access at a user and document level. Also, using our redaction technology, you can black-out sensitive portions of any document for one user while giving another full access.

Email Notification and Workflow Dashboards for Easy Review

docAssist™ allows you to set notification levels for any workflow to automatically send email alerts and reminders.

Every document you need to review is only a click away with the workflow dashboard. No more lost documents or misplaced folders means faster processing and cost savings for you business.

Track your open workflows in one window with an aging and routing overview. Each document has a workflow history and comments so you never have to wonder who is sitting on something or why.

Annotate and Redact documents

Use docAssist's annotation tools to add valuable notes for others to see. Use the redaction engine to protect sensitive information by obscuring portions of a document as seen by users without the proper access privileges.

Collaboration & Version Control

Share documents with the ability to check-out and check-in so everyone is aware of who has the latest copy. Maintain previous versions so you can roll-back or compare previous iterations.

Collaborate more effectively and avoid duplication of effort. Never fall victim to bad edits just roll back to a previous version.

Document Workflow and Collaboration Features
Document Collaboration & Version Control
	Summary	Advantage
	Share documents with the ability to check-out and check-in so everyone is aware of who has the latest copy. Maintain previous versions so you can roll-back or compare previous iterations.	Collaborate more effectively and avoid duplication of effort. Never fall victim to bad edits, just roll back to a previous version.
Flexible Workflow Design
	Convert existing paper-based processes to efficient online workflows. Create workflows that are as simple or complex as you require with our accessible web-based admin tools.	Create nearly any process you can imagine. Map existing processes or create new ones to mange your operations more efficiently.
Automated Email Notifications
	docAssist alerts users to the presence of new documents for review by sending emails. Configure docAssist to send single or digest emails to help keep users on track.	By offering single-click access to documents via email docAssist allows your users to manage their document processing from within familiar tools like MS Outlook while you gain the benefit of docAssist's workflow management tools.
Workflow Dashboard
	Access a single dashboard to keep track of all the active workflows you participate in or oversee.	Quickly check the status of ongoing workflows and approvals. Manage multiple processes and have instant visibility into bottlenecks and delays.
Electronic Signatures
	Track and maintain an auditable history of each documents review and approval cycles. User, time, and process specific data is captured and stored historically for easy validation and auditing.	Enforce your important internal and regulatory procedures with quick and easy electronic signatures. Easy approvals mean faster processing.
Regulatory Compliance
	Modify our existing compliance workflows or create your own. Enforce internal procedures and regulatory requirements while increasing efficiency.	Protect your business by enforcing and documenting your organizations regulatory compliance.


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