Automation Tools for Your Business Process Management Needs.

Paper-based business process management is labor intensive, error prone and lacks true accountability. Recordsforce’s workflow services, available through our FileBound offering, automates your business process management, accelerating completion and driving accountability into your organization’s critical business processes.

Recordsforce’s Professional Services offer you professional automation consultation to help as you transition from your current paper-based, manual process to a full-fledged digital workflow process. If you are routing your own records for processing, eliminate the paper from the very beginning and utilize Electronic Forms, or E-Forms.

Recordsforce Workflow Automation Works With:

· Invoice Fulfillment · HR New Employee Enrollment, Annual Benefits and Recruiting
· Transcription Approvals · Claims Processing
· New Client On-Boarding · Lab Requisitions
· College Admissions · Receivables fulfillment
· Correspondence Management · And more!


Benefits of Process Automation:

  • Accelerate processing/approval turn-around times
  • Increase operational efficiency
  • Avoid late fees and/or regulatory/legal fines
  • Remove unnecessary steps from processes
  • Drive employee responsibility & accountability


Workflow Capabilities and Functionality:

· Visual & text workflow design capabilities · Auto-updates index values
· Auto-distribute to specific users/groups · Trigger workflow based on future events
· Email notifications of pending steps · Group workload balancing
· Prioritize based on user defined criteria · Management dashboard
· Route by document index values · Pre-structured & ad-hoc routing


Want to learn more? Contact us today and one of our Workflow Automation Experts will fill you in and help guide you to make the right decision for your records and your company.