EW Leads

Automation of document flow in Bitrix24

One of the important tasks in many companies is the to automate document flow. It appears when employees to coordinate a large number of documents – contracts, invoices, acts, reports, etc.

Let’s consider a typical scenario

of the approval The accurate mobile phone number list  responsible manager prepares an agreement for a new deal. Prints it out and hands it over to the manager for approval. After that, the management must approve or point out errors that  to be and  back to the manager. This process can be very long and inconvenient, and also by numerous problems. Documents get lost, there is no clear understanding at what stage the task is and who is currently

Bitrix24 has tools that minimize

manual labor. Using the business process  we a process for contract approval.their expressiveness and clarity, can create a positive image of a company. Demonstrate a product and arouse the desire to make a purchase. For example. A video in which the company’s manager participates will help increase trust in the brand How does this work?

On average, an employee can approve ova mapa puta se javlja na bilo  up to ten contracts daily, which in total saves him about 2 hours a day, which is a quarter of the working time.

Management will be able to get alb directory rid of the confusion with the approval of documents, since the entire history of changes will be available for each contract and it will be clear who is currently responsible.When all the shortcomings in the contract are  the user will send the link to the

contract again and the task will be sent to the manager for approval. After the document is by the manager, the employee will receive a notification about it.y clicking on the link, the manager will be able to see a link to the contract, a link to the transaction (Go to the document) and a comment. In the “Comment” field, you can write errors that to be in the contract.

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