Level 3
One Step from Complete Automation Enable Team Collaboration
Transform individual document access into team collaboration with approvals, e-signatures, and system integrations.
From Individual Access to Team Workflows
Manual Workflows Made Easy
With digitized and searchable documents, you're ready to enable team collaboration. Level 3 adds the tools teams need to work together: secure sharing, approval workflows, e-signatures, and system integrations.
Think of this level as "manual workflows made easy"—documents flow through your organization with clear visibility and control, but key decisions still require human judgment. This prepares you for Level 4 where these processes become fully automated.
Why Collaborate Before Automating?
- Test and refine workflows before automation
- Build user adoption and change management
- Identify bottlenecks and optimization opportunities
- Immediate ROI while preparing for BPA
Collaboration & Integration Features
Secure Sharing
- • Share documents with internal/external users
- • Time-limited access links
- • Download and print controls
- • Watermarking for sensitive docs
- • Activity tracking and notifications
Approval Workflows
- • Multi-step approval chains
- • Parallel and serial approvals
- • Email notifications and reminders
- • Mobile approval capabilities
- • Delegation and escalation
E-Signatures
- • Legally binding digital signatures
- • Multi-party signing workflows
- • Audit trail for compliance
- • Integration with e-signature providers
- • Mobile signing support
Annotations & Comments
- • Add notes and comments to documents
- • Highlight and markup tools
- • @mention team members
- • Comment threads and replies
- • Resolve and track discussions
ERP Integration
- • SAP, Oracle, Microsoft Dynamics
- • QuickBooks, Xero integration
- • Automatic document attachment
- • Two-way data synchronization
- • Transaction-linked documents
Task Management
- • Assign tasks with documents
- • Due dates and priorities
- • Task status tracking
- • Email and mobile notifications
- • Dashboard views for managers
Collaboration in Action
Invoice Approval Workflow
- 1. AP clerk scans invoice → System captures data
- 2. Invoice routes to department manager for approval
- 3. Manager approves via email or mobile app
- 4. Amounts > ₱50k escalate to CFO automatically
- 5. Approved invoice sends to accounting
- 6. Document attaches to accounting system
Result: 5-day process reduced to same-day approval
Contract Execution Workflow
- 1. Legal uploads contract draft to repository
- 2. Procurement reviews and adds comments
- 3. Finance reviews pricing terms
- 4. Final version sent for e-signature
- 5. Both parties sign digitally
- 6. Executed contract archived with audit trail
Result: 2-week process reduced to 3 days
Collaboration ROI
70%
Faster approval cycles
85%
Reduction in email volume
50%
Less time in status meetings
100%
Visibility into process status
Almost There: One Level from Full BPA
✓ Level 1
Digitize
Complete
✓ Level 2
Search
Complete
Level 3
Collaborate
You are here
Level 4 ★
Automate
Next: Full BPA →
Ready for Complete Automation?
Level 4 transforms your manual workflows into intelligent, fully automated business processes—Business Process Automation (BPA).