Document Workflow

imagize utilizes document workflow that help track each step and provide a real-time status on each of your transactions. This dramatically improves efficiency and productivity over a manual process. Document imaging centralizes your document flow and provides checks and balances along the way, assuring you’ve received all of the documentation needed to complete tasks. Once transactions are completed and billed, digital documents are archived and stored and can be reviewed, printed, or emailed at anytime creating a secure and cost-effective document management solution.

imagize Tracks Documents By:

  • Status: active, pending, completed, etc.
  • Stage: new, review, approval, billing, etc.
  • Assigned to: department, groups, individuals
  • Productivity: user activity, throughput, etc.
  • Time sensitivity: set alerts for completion

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