Comprehensive Workflow Reporting Tools

Comply with strict privacy laws and ensure high-quality staff output with Virtual Cabinet workflow reporting tools. Use the document reporting software to keep an eye on productivity levels, workflows and task management.

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Track user actions

User-Audit Reporting

See what users have been doing and what actions have been taken. Search across any combination of users, time periods, and actions to form a comprehensive workflow report.
Intray reporting

Intray Document Reporting

See what document's Virtual Cabinet users are yet to action and file with workflow reporting tools.
Task reporting

Task Reporting

See outstanding and completed business tasks – use the management reporting tools to keep track of how quickly jobs are completed to manage staff and client output.

Client portal reporting

Client Portal Reporting

Check documents awaiting actions e.g. client eSignature. Review published documents over time and check end user adoption status.
Workflow Reporting Tools Used By 45,000+ Customers Worldwide
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Boolers, wealth managers, select Virtual Cabinet document management solution
Candor slashes turnaround time with e-signatures on client tax returns with Virtual Cabinet.
PBS, P.B.Syddall & CO, choose Virtual Cabinet document management solution.
Atkins Thomson, top ranking law firm, choose Virtual Cabinet as their document management solution.
Ducan & Toplis, chartered accountants choose Virtual Cabinet document management system
Richard J Smith automates email filing with Virtual Cabinet

Benefits Of Workflow Management Reports:

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Highlight Action Items
With reporting tools, you can prioritise what jobs need to be actioned – both users and management are able to quickly see what is happening in Virtual Cabinet, to manage outstanding tasks.
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Maintain Data Security
Ensure that users are only accessing and editing certain files as required with document management reporting tools. Update access permissions if necessary.
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Comply With Privacy Laws
Workflow reporting insights will help you control how your documents are managed, as well as controlling access to data. This will help you comply with strict privacy laws (e.g., GDPR).
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Faster Turnaround Times
Identify which documents are awaiting eSignature and sign off with document management reporting tools, to ensure that your files and client jobs are moving forward.
Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47