In-Tray showing document tasks to action
Easily delegate tasks to other staff
View In-Trays of other staff
Automated document task workflow
Create once-off or recurring email job tasks
Track the status of all email tasks via dashboard
Approval workflow for sending out email jobs
Auto-reminders will be sent for pending tasks
Customise online checklists for clients
Ability to request documents and other information
Track the status of all web form tasks via dashboard
Auto-reminders will be sent for pending tasks
Customise and save multiple dashboard views
Powerful search, filtering and sorting functions
Staff / Team email job task approval workflow
Custom branding of web form checklists