Document Workflow Management Software | Document Workflow Automation

An intuitive, user-friendly tool to map and streamline any of your unique organizational processes

Visio-style look and feel
Drag and drop queues onto canvas to easily draw the scenario
Connect queues with the click of a mouse
Build in business decision rules based on your corporate best practices
Publish workflows for immediate use or save them without activating them. Full version control allows you to revert to previous versions
Unlimited number of workflow scenarios

The workflow designer has a familiar Visio look and feel

Workflow design is only limited by your imagination!

Configurable rules based logic for automated routing decisions
Split and merge queues for easy document collaboration
Third-party application integration made easy with Synergize’s open web services architecture
Automated alerts, reminders and escalations
Depth and Age monitoring to alert you of upcoming backlogs or bottlenecks
Email notifications configurable at each workflow queue

Conditions-based routing decisions allow for tight process control and uniformity

Configurable rules based logic at each workflow step for automated routing decisions
Automatically perform logical steps and make document distribution choices based on lookup or arrival of a new document
Rules-based routing allows for complex rules to be specified that augment workflow tasks and automatically process flows with a precise runtime

Watch the Demo

For every organizational document, know who has interacted with it, when that interaction occurred, what was done, and to whom it was passed for the next stage of processing

Track and display workflow histories for each document
Workflow history logs show who, where, what and when
Visual display of where a document is in a workflow at any point
Queue monitoring for bottleneck identification
Configurable rules based on user-defined escalation points

Audit trails show the history of each document

The ability to automatically initiate a pre-defined workflow process based on the simple step of capturing a document and its associated data

Initiates automated processes and workflow activities to ensure that the work gets started right away, each time
Processes can be triggered by the detection of a new scanned document, PCL Print Stream, Email, Fax or any electronic document arriving in Synergize
Control where documents enter the workflow

Barb Crosby, Office Manager, Downton's Transport

“We expect the whole process to be more streamlined from the moment we get the phone call to the end when we send out the invoice. This will allow us to track the paperwork more efficiently and make everything run much more smoothly. I’m pretty excited about it.”