FilesAnywhere Workflow

Streamline Your Processes with FilesAnywhere Workflow Builder

FilesAnywhere Workflow

Efficient Workflow Management—Your Process, Simplified

Are repetitive tasks and multi-stage business processes slowing you down? Streamline them with FilesAnywhere Workflow Builder. Whether you’re handling vacation requests, travel reimbursements, or purchase orders, our Workflow Builder makes managing these processes a breeze.

Key Benefits

Custom Form Integration

Already have forms tailored to your business? Put them to work immediately! Use your existing PDF or HTML forms for seamless data collection and processing, or choose from a variety of customizable form layouts available within the Workflow Builder.

Simple, Intuitive, and Powerful

Define your process stages, set up flow rules, and share them across your organization with ease. Raise a request and watch it move effortlessly from initiation to completion.

Efficent Design

  • Build workflows using over 20 drag-and-drop fields.
  • Establish clear process steps and approval hierarchies.
  • Share workflows with specific users or your entire organization.

Dynamic Project Management

  • Initiate process requests online with a single click.
  • Manage requests by approving, rejecting, providing input, or raising questions.
  • Track progress from start to finish with detailed updates.

Use Cases

Vacation Request

Simplify the approval process by setting up a workflow that ensures every request passes through the right channels, from submission to final approval.

Travel Reimbursement

Automate the reimbursement process by defining steps for submission, verification, and approval, ensuring timely and accurate payments.

Purchase Request

Create a streamlined workflow for purchase requests, enabling clear approval paths and ensuring all necessary documentation is completed before purchase orders are issued.

Get Started Today

With FilesAnywhere Workflow Builder, defining steps, setting rules, and managing processes has never been easier. Transform the way you work—efficiently, and effortlessly.