How PaperTrail improves with remote working

Remote working attempts to deal with the fundamental problem of “How can we work if we are not in the same room?”

PaperTrail address this problem by creating automatic workflows that route documents and work to various departments based on a set of rules and criteria.

 For example: before automation technology,  if you wanted to get a new laptop you would go to your manager and ask him if you could buy a new laptop as you have problems with your old one.

Your manager would then ask you to explain why you need one, get quotes, get a whole lot of approval from finance, IT and your manager’s boss.

After you spent the day getting the quotes, the signatures, and various approvals you would then walk upstairs to procurement to give them the file of documents in order to order your new laptop.

PaperTrail automates this entire process. You can request a new laptop via an electronic form and even upload multiple quotes for your manager to make a decision on which one is most suitable. The workflow will automatically send the request to the various departments in question and request signature approvals from all the related parties.  All the departments can approve and sign on their smart phones and do not even have to be at their desks to do this approval.

Therefore, even though the CEO is boarding a flight he can still sign and approve your request for a new laptop.  Once the CEO approves the request is automatically sent to procurement for them to process the request.

For companies that have already digitized their working environment, remote working has been a breeze.  Using PaperTrail they are able to work on documents together, sign quotes and even email out completed work to external parties. With PaperTrail, remote working is no different to working.

 Written by: Zac Feldman

 Business Analyst at Egis Software

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