Enterprise Content Management
Overview of Flowtrics ECM
Flowtrics extends the concept of content management by allowing organizations to have an interactive role on how they manage content. Flowtrics allows the collaborative process of storage, document sharing and other assets in a centralized environment.
Core, Contacts and Companies
Flowtrics dynamic management of Core, Contacts and Company allow your organization to effectively store the exact fields needed to manage your content. By dynamic creation, you are in control of the custom or global data fields you view, create and access.
File Manager
All documentation is organized and stored in a systematic process that allows for information governance with roles and permissions. Track touches and analyzes folders and files and who has access, viewed, uploaded, moved, deleted and downloaded information. With instant document preview, everything is quick and easy from any location.
Collaboration
The key to modern ECM is collaboration. With flowtrics, allow interaction with all necessary parties throughout the content lifecycle by automating processes and increase productivity from within the Core ECM.
Contract Lifecycle Management
Overview of Contract Management
Flowtrics Formflow and Contract Management Software helps any organization, company, or education system automate tasks and workflows for the contract’s lifecycle. This includes General Counsel, Law Firms, Legal Institutions, or any business that wants to manage their contracts and forms.
Automate the Contract Lifecycle - Negotiate, Approve, sign, store & search all of your contracts seamlesly
Collaborate with a group, track changes, and work on the document from your favorite cloud apps like Google Docs and Microsoft Word. When finished, push into an automated workflow that will gather signatures and disperse agreements through completion and storage of the contract.
Automate Redundant Contracts
Automate redundant contracts like NDA’s, Sales Agreement, Commercial Leases, etc… What used to take 6-8 hours can now be made in a few minutes.
Additionally, free your lawyers to focus on higher value work and have Flowtrics Attorneys review your redundant contracts.
Integrate form data and documents with other systems important to your business
Populate data into contracts from other systems or push data from the contracts into other needed systems.
Flowtrics Strategies And Tools For Your Business
Adding a signature to a PDF is easy – draw it, write it, or upload an image to create your electronic signature.
Automated Workflow and Tasks
Task Lists
Streamline and automate repeatable tasks, which in turn can be repeated to minimize errors and increase overall efficiencies in your companies processes.
Workflow
It isn’t just about marking off tasks. Flowtrics is about automating workflows so you can complete processes for increased productivity.
Actions
Trigger actions from across the system. Actions are documents, emails, texts, or API integrations that need to be triggered when certain events happen.
Create From with Additional Fields
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
PDF Forms and eForms
Create Any Form
Take any PDF and create your own custom form templates. Gone are the days where you pay for a software and put your form on a waiting list to be transformed into a form that can be accessed from your system only to find out it will never happen because there are not enough clients that are asking for it. From now on, if you need it, it can be made immediately from your system.
Custom Fields
Create custom fields that can aggregate, gather and autofill data so analytics and metrics can be pulled from all of your forms. Gather important insights and autofill data that is already gathered and stored in the system.
Templates and URL Fillable Forms
Need the same document filled multiple times or by a large number of people. Send out a URL form as a link and anyone that clicks on the URL will create a new form that can be filled and sent back to any location in the applications file system.
HTML Forms
Coming Soon – create any online form and make available on any site. Allow people to pull metrics and analytics from the forms filled.
Augmented Communications
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Create Task
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Link Process Intelligence
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Keep track with Intelligence
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Trigger task automated.
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
eSignatures
Align fields to participants
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Add Participants
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Upload Documents
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Send to participants.
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Flowtrics Strategies And Tools For Your Business
Adding a signature to a PDF is easy – draw it, write it, or upload an image to create your electronic signature.
Big Data & Analytic Reporting
Align fields to participants
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Add Participants
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Upload Documents
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Send to participants.
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
eForms
Additional Fields for Sub Type
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Create Custom or Global Field
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Create Sub Type of Type
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.
Create From with Additional Fields
Predict iQ automates the complex analytics necessary to predict which customers are likely to churn and provides the intelligent alerts that facilitate immediate action.