WorkSMART - work-flow, routing and approval

INTACT WorkSMART was designed to automate your document flow. WorkSMART will provide you with a conditional automated workflow solution with email notifications and workflow status. Prior to configuring the workflow, we help you set up Document Types with Approver and Approval Status custom fields as well as a filing rule.

FEATURE HIGHLIGHTS

  • Configure your workflow in graphical interface or grid view to quickly add tasks and functions

  • Create automated workflow and process management

  • Manage document routing and approval with custom email configuration options

  • Schedule automatic email notifications based on document approval status or other criteria

  • Customize email notifications to include embedded links, attachments or thumbnail images

  • Designate multiple approvers for any/all of your workflow processes

  • Set conditional routing to file/refile documents





*Once submitted, you will be redirected to information on INPOINT. Right click "Save Attachment As."

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