xFLOWer

Document management

Document management built on transparent processes

Virtually all business documents require processing, which means that, with few exceptions, they are linked to business processes and sequences of activities—all managed by xFLOWer.
01

Manage, organize and connect documents—automatically

Every task triggered by an incoming document is completed on time, with every required step followed.
02

Replace unnecessary administration with automatic generation from templates

Whether for internal information sharing or customer communications, our template editor eliminates unnecessary copying.
03

Collaborative editing with version control—taking teamwork to the next level

Our Word add-in and version control take collaborative document creation and editing to the next level.

How do you turn a complex process into

an optimized digital solution?

In the example below, we digitize a complex, everyday process involving multiple people in just a few clicks. Let's get started!

Monster Inc stores its contracts in Microsoft Onedrive, and Péter is responsible for making its various contract processes as efficient as possible.

When he asked Judit, who is responsible for administrative processes, he discovered the following: Contracts are initially stored in the “Preparation” subfolder within the “Contracts” folder, and each contract must first be sent to the legal department for approval.

The assistant there notifies Judit by email. Judit then moves the contract to the “To Be Signed” subfolder and sends another email to the managing director for signature.

If the managing director does not sign it within 24 hours, Judit sends another email reminder.

Once signed, the document is manually moved (by Judit) to the “Signed” folder. If the managing director emails Judit to confirm this, she can immediately send it to the relevant business partner, whose contact details she needs to look up in their CRM system.

Once she has the required email address, Judit promptly sends the contract to their customer, then returns to their CRM system to record that the contract has been sent.

Document-triggered workflows

Virtually all business documents require some form of processing. This means that, with few exceptions, they are linked to business processes and sequences of activities—all managed by the xFLOWer platform.
Different workflows can be assigned to different document types—such as invoices, contracts and orders—so every document is processed according to the appropriate procedure, which the system consistently follows from start to finish.

Template-based creation for a wide range of uses

Templates for internal use

All documents can be generated from templates, including text messages, emails and Word / PDF documents, so employees do not have to waste time copying existing data.

Templates for customer communications

Our system can also create customized documents for customers using our template editor. From account balance information to personalized reports, virtually any data available within the platform can be used.

One-click decisions, directly from email

We know how switching between browser windows can disrupt your workflow. That's why we developed a solution that lets you make important decisions without even leaving your email client.
We embed links in the email body that let you start a process, approve or reject an invoice or request, and more—all with a single click.
This feature is also valuable for customer communications, significantly speeding up administrative processes such as accepting contracts and orders.

Contact us

Let's talk about your processes

Tell us briefly which process you'd like to automate – we'll get back to you within 1 business day.