Use case
Generating the documents a job requires
Documents are produced from information already captured against the task.
No re-keying the same client details into several documents, and no version confusion.
How it runs
- Step 1Information is captured on the task or its forms.
- Step 2The document is generated from that information.
- Step 3The output stays attached to the job.
Client outcome
We publish outcomes only once the client has approved the wording, and nothing has been signed off for this use case yet.
Ask on a call and we will arrange a reference from a firm doing exactly this.
See this on your own work
Bring the process you run today and we will show you how it looks in Streamline.
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See it running on your own process
Book a walkthrough and we will show Streamline handling work the way your business already does it.