Process Builder
Easily map, replicate, and update your business processes with an intuitive, no-code workflow tool.
Step 1:
Map Your Process
Whether you’re processing forms or documents, the first step in building a process is always mapping it out. Start creating a map of each business process and document the routes to approval.
Step 2:
Replicate Your Workflow
Once you’ve mapped out your first process, replicate this step with any other document or form approval in your business to streamline all your workflows.
Step 3:
Build & Scale
Start with one or two processes and let your business scale. With this no-code solution, you’re able to transform the way your team collaborates.
Step 4:
Track Progress & Completion
Don’t worry about where the document is in the process. Check the progress and completion status of each job in your transaction dashboard.
