Why M Workflow
Manage All Your Documents Data
M Workflow is a unique feature of converting and managing your data’s with simple process.
Configure the document templates quickly and easily.
Good access control for company to manage at document group level.
Clear notification every step of the document workflow.
Fill multiple documents/agreements together in one go saving employee valuable time.
EverSign and DocuSign integration
Legally binding electronic signatures at work, at home or on the go.
Repeated information is filled automatically saving lot of resource time..
Manage all your editable doc templates data's using this application at just one place
M Workflow supports organization based Flow of template extraction and modification.
WHY YOU NEED M WORKFLOW
Configure Document Template
Configure document template to enter data.
User is now all set to create customer transactions.
Create Document Group
Document Templates grouped based on purpose.
Create Document Category
Document Groups assigned to Document Category.
Create Document Template
Create document template to use within M Workflow.
Create user/employee accounts and assign Document Categories based on their task assignment.
User Transaction Flow
Add new customer details.
Select sign option (DocuSign, Eversign) and pick customer.
Pick Doc Group
Select Document Group.
Enter data to fill form/agreement.
Send for Eversign/Docusign signature.
Once customer signs transaction is complete.