Transform Your Workflows with Automation
At CheckHub, we are driven by our commitment to create seamless, efficient, and highly customizable solutions for our users. We are thrilled to introduce our latest feature: Automation. Built to streamline complex document and form collection processes, this feature is a game-changer for any organization, regardless of your industry.
Whether you’re involved in a hiring procedure, preparing a legal case, or managing real estate pre-sales, our automation feature simplifies the tedious aspects of document collection, ensuring smooth and efficient workflows. With this innovative tool, the collection and validation of critical documents such as identification cards, driving licenses, contracts, surveys, and more, become significantly easier.
Key features
Event Triggers
This feature allows you to set up automation processes based on specific events. For instance, you can define an event when a file is received or a document collection process is completed. This flexibility lets you match your business workflows perfectly, saving you from the unnecessary manual efforts and time delays.
Notification Scenarios
Keep your team members and clients updated at all times with our customizable notification scenarios. You can define how and when you wish to communicate, whether it’s based on event triggers or according to a predefined schedule. This means you can keep everyone involved in the loop, resulting in increased transparency and better collaboration.
Data Retention Policy
Manage the sensitive data with complete control and confidence. After the completion of a process, you can decide how to deal with the collected personal data— whether to archive it for future reference or delete it permanently, aligning with your data governance and compliance requirements.
Seamless Combination with Following Features:
Our Automation feature becomes even more powerful when used in conjunction with other robust functionalities.
- Integration: For those relying on external systems, our seamless integration capability can sync your processes across multiple environments. Once a process is completed, the system will automatically alert you, ensuring that you are always on top of your workflows, no matter where they are being executed. Read more
- Electronic Signature: Say goodbye to waiting around for manual sign-offs. Our system can automatically communicate with process signatories, expediting the approval of contracts or offers. This feature ensures that your business keeps moving at a pace that matches your needs. Read more
- Form Collection: allows you to automate the collection of tailor-made forms using data pre-filled from your existing databases. This reduces the chance of error and significantly speeds up the data collection process, thereby enhancing your overall operational efficiency. Read more
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Tailored Solution?
Are you interested in learning more about how CheckHub can revolutionize the way your team works? Are you looking for a solution for high volumes of processed documents and a tailor-made offering to maximize the benefits for your organization? Contact us to get a price quote for the Enterprise Package.