Circulation of documents in trade
2021-09-12Electronic signature – how does it work? A brief guide in a nutshell
2021-10-241. Protracted processes
Efficient and quick finalization of contracts is the key to generating more and more revenue for the company. This is why it is so important that internal processes at any stage are not unnecessarily held up. In companies operating according to a scheme that relies on traditional workflows, there are often problems in determining who is currently responsible for working on a document. As a result, a contract, instead of already being with the client, is stuck unfinished in one place for several or even more days.
Hatiroo® will avoid such situations. Thanks to the system, all processes will be defined in advance, and the extensive notification system will ensure that each employee will know perfectly well when he or she should take care of the document.
2. Communication difficulties
In large companies or those where most employees work remotely, communication can sometimes be difficult. Of course, the easiest and often most effective way is to talk live, but such daily consultation of work or problems is usually only possible in very small, intimate companies. The larger ones usually rely on instant messaging, which is sometimes unreliable, and important messages are often lost in the clutter of other, less important ones.
With the Hatiroo® electronic workflow system, you will be able to pass messages to each other about a specific process, and the conversation history will always be clear and visible. Also helpful in daily communication will be the ability to work on a single version of the file with the option to suggest changes or make comments.
3. Clutter in draft versions of documents
When several people work on the same document and each time create successive versions of the file, which are then sent by email, it is not difficult to create chaos. In such situations, employees very often work on the wrong, un-updated versions of documents. The person responsible for assembling the work of all those involved in the project into a whole has a titanic job to do in such a mode. How do you find files with the latest updates in the clutter of emails?
The Hatiroo® system integrated with Microsoft 356® makes it possible for all people involved in the project to work (even simultaneously!) on a single version of the document. In the file at any time, you can check the history of changes or go back to the version of the document from a few hours or days ago.