SpringCM

Advanced workflows are especially useful during contract or document generation, when you can use predefined data to reduce human error, automate distribution for approval, and archive approved versions with minimal user interaction. Automate administrative tasks, kickoff advanced workflows, or tag documents and reports — Smart Rules allow you to do significant process automation with little or no coding.

Or define searchable, custom tags that sync with Customer Relationship Management (CRM) systems, like Salesforce, and automatically link to certain documents to aid in tracking and reporting. These tags can sync with CRMs, like Salesforce, to keep sales teams working with the same customer data and they can be leveraged to track contracts containing non-standard or negotiated clauses.

SpringCM Workflow Designer provides a modern user experience to set up workflows for actions taken on a file, folder, or even from external systems like Salesforce. For example, you can create rules to automatically route an individual document or a group of related documents to a specific folder.

SpringCM provides version control, that automatically saves each new version of a document as a copy, so you can access the document’s entire history and revert back to any previous version. The search function in SpringCM isn’t limited to document titles, either — it will search the body of the document, too, so you can find what you need even if you don’t know its title.

Automated document management saves time and eliminates frustration locating content of all types, allowing you and your colleagues to be more productive. With SpringCM, you choose to expose the relevant and approved document template automatically when generating documents.

Advanced search options let you pull up the exact document you need in record time. With thorough document tagging capabilities you have the ability to organize your documents in a way that makes sense for you and your business.