Guided Workflow
Our customer portal is designed with an intuitive and automated workflow system that guides your customers through the entire process, ensuring they know what documents need to be provided, the steps they have completed, and the work that remains.
This feature includes a detailed dashboard, offers workflow configuration options, and provides an automated system to keep customers informed of their progress.
The guided workflow and step-by-step instructions significantly enhance the customer experience, offering clarity, convenience, and confidence in the process.
Detailed Dashboard
This feature begins with a detailed dashboard, providing a clear overview of the entire process. Each step is linked to the applicable form or document, clearly illustrating what needs to be fulfilled at each stage.
Workflow Configuration
The system allows you to configure the workflow requirements, setting the sequence of forms that need to be submitted or documents that need to be signed. This setup caters to the unique needs of each process, offering flexibility and personalization.
For instance, if a process requires a specific form to be filled out before a contract is signed, the system can be configured to reflect this exact sequence.
Automated System
Moreover, our automated system keeps customers informed of their progress. As tasks are completed, they are indicated as such, ensuring customers understand what steps have been finalized.
For any incomplete tasks, automated reminders are sent to the customer, emphasizing what work remains. This ensures smooth, seamless progress through the workflow, reducing the potential for errors or oversights.
Please visit our workflow documentation for tutorials and more details.