Workflow and Automation
Actions and URL Triggers
Trigger actions within the system and outside the system. Actions are URLs, documents, forms, videos, emails, texts, or API integrations that need to be triggered when certain events happen.
Place URL Triggers in your current Website to Trigger Forms or Task Lists to automatically start a process and send to all parties required and complete automatically while storing data and documents in your core system.
Task Automation
Streamline and automate repeatable tasks, which in turn can be repeated to minimize errors, minimize staffing and increase overall efficiencies in your companies processes. By keeping a automated task list, individuals can focus on more important features and still ensure that important tasks are not forgotten and deadlines are met.
Workflow
It isn’t just about marking off tasks. Flowtrics is about automating workflows so you can complete processes for increased productivity. The issue this solves is the shortages of workers and you can’t solve this by throwing workers you don’t have at them so you need AUTOMATION where you know it can work.
Create Custom Fields and Unlimited Additional Fields
Custom fields and unlimited additional fields are important features in software, as they allow for greater flexibility and customization. These features provide users with the ability to gather and store specific information that is relevant to their needs. These features help businesses to streamline their processes, improve productivity, and increase the accuracy of their data.
Customize the system fields for all areas, including tasks, core management, contacts and companies to support your desired tasks and workflows.
PDF Forms and Auto Form Filling
Create Any PDF Form or Document
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
Tabular Forms can be found in the PDF Forms section. To avoid having to fill out a separate form each time someone checks in or out, you can use a single document that can be repeatedly clicked on and only locks fields once they have been filled. This allows users to continuously fill out the document until it is fully completed and locked permanently.
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.
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.
eForms, Surveys, Courses, Journeys+
WYSIWYG Editor to create your own eForms, Surveys and Journeys
Having a WYSIWYG (What You See Is What You Get) editor for creating eForms, surveys, and journeys is a key feature of our software. This feature allows users to easily design and create custom forms, surveys, and journeys without having to have technical skills or prior experience. The WYSIWYG editor in our software provides a user-friendly and intuitive way for users to create and customize eForms, surveys, and journeys, making it easier and more efficient for them to gather the information they need.
HTML Forms or eForms
eForms are crucial for capturing and keeping track of crucial data during corporate processes. They design a digital procedure that enables speedy, safe information collection, storage, and access. Accurate data capture, effective workflows, and shared access to records are benefits of using eForms.
Surveys
Creating Surveys is an important feature in Flowtrics. Surveys are important tools for gathering information and insights from a specific population. They allow organizations and individuals to gather data about attitudes, opinions, behaviors, and preferences. This information can be used for a variety of purposes such as market research, product development, customer satisfaction measurement, and public opinion analysis. Surveys are cost-effective and efficient methods for collecting data, and they provide a representative sample of the population being studied. By analyzing the results of surveys, organizations can make informed decisions, identify areas for improvement, and evaluate the success of their initiatives. Additionally, surveys can also provide valuable insights into customer needs, allowing companies to tailor their products and services to better meet those needs. In conclusion, surveys play a crucial role in decision-making and help organizations to gather valuable information for a wide range of purposes.
Courses and Journeys
Having a course and journeys software is essential for businesses in today’s fast-paced, digital world. This software provides a centralized platform for businesses to create, manage, and deliver online courses and journeys to their target audience. By embracing technology and delivering high-quality online courses, businesses can differentiate themselves from their competition and stay ahead in today’s digital landscape.
Core Business & Transaction Management
Overview of Transaction Management
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.
All-in-one Workflow Management
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 Transaction Workflow is collaboration. With flowtrics, allow interaction with all necessary parties throughout the transaction Core lifecycle by automating processes and increase productivity from within the Core.
eSignatures
System Automation with Groups and Rooms
eSignatures allow individuals and organizations to sign documents in order or in groups of people simultaniously. This allows you to create a process of signing or letting groups go in order and everyone in that group signs at a the same time. Sign from anywhere, at any time. This eliminates the need for physical signatures, dragging from one loction to another, saving time and effort, and enabling faster document processing.
Security and Reliance with Faster Workflow
eSignatures use encryption and audit trails to ensure the authenticity and integrity of the signature. This helps to reduce the risk of fraud and ensure the security of sensitive information.
WYSIWYG Editor for any PDF Form
With the WYSIWYG editor, users can simply drag and drop elements into the form or survey, and see exactly what the final product will look like in real-time. This makes it easy to create visually appealing forms, surveys, and journeys that meet the specific needs of the user.
Additionally, the WYSIWYG editor includes a range of customization options, such as the ability to change font styles, add images, and incorporate different question types (e.g. multiple choice, open-ended, etc.). This provides users with the flexibility to create unique and customized forms, surveys, and journeys that are tailored to their specific needs.
Increase Productivity and Improved Customer Experience
By allowing documents to be signed electronically, eSignatures help to speed up document processing and reduce the time it takes to complete transactions. This can help to increase overall productivity, efficiency and overall improved customer experience.
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.
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.
Augmented Communications
Broadcasting, Notifications, Ticketing and Real Time Chat
Having features such as Broadcasting, Notifications, Ticketing and Real Time Chat in your software is crucial for effective communication and efficient problem resolution. Broadcasting allows you to quickly send updates and messages to a large audience, ensuring that everyone is informed and up-to-date. Notifications help you stay on top of important events and tasks, allowing you to respond quickly and effectively. Ticketing provides a structured way to manage and track customer support requests, allowing you to resolve issues efficiently and effectively. Real-time chat enables you to communicate directly with customers and colleagues in real-time, providing immediate support and collaboration. These features combined, help to improve communication and increase efficiency, making it easier for you to run your business smoothly and effectively.
Improved Customer Experience
Augmented communication provides customers with a more convenient and efficient way to communicate with businesses. This includes the ability to receive quick and accurate responses to inquiries, and the ability to communicate through their preferred channels, such as messaging or voice.
Increased Efficiency & Enhanced Personalization
Augmented communication helps to streamline communication processes and reduce response times. This can help businesses to save time, improve customer satisfaction, and increase overall efficiency.
Augmented communication provides businesses with the ability to tailor their communication to individual customers, based on their preferences and behavior. This can help to build stronger relationships and improve the overall customer experience.
Augmented Communication Overall
Augmented communication in software refers to the integration of various communication tools and channels within a software application. Augmented communication is an important feature in software, as it provides businesses and customers with a more convenient and efficient way to communicate. This technology offers a range of benefits, including improved customer experience, increased efficiency, better customer engagement, enhanced personalization, and improved accessibility, making it a valuable tool for businesses looking to connect with their customers in today’s digital world.