Quick Files has a complete workflow management system to track and assign every document that comes into the system.
Listed Tasks
The task list form is the main area that will tell your staff which documents need to be worked. On this screen the tasks can be filter and sorted and managers can gain insight on which staff members are processing the associated documents.
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Create Custom Task and Statuses
You can create custom task and statuses so that you can tailor quick files to your workflow patterns and business needs.
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Task Configuration
For any document that comes into the system you can configure quick files to automatically create a task for specific users. This will allow you to automate your workflow.
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Task Configuration Listings
The task configuration screen will allow you to see all of your configurations within the system that will be used to automatically create your tasks.
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