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.
See what document's Virtual Cabinet users are yet to action and file with workflow reporting tools.
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.
Check documents awaiting actions e.g. client eSignature. Review published documents over time and check end user adoption status.
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.
Ensure that users are only accessing and editing certain files as required with document management reporting tools. Update access permissions if necessary.
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).
Identify which documents are awaiting eSignature and sign off with VC's document management reporting tools, to ensure that your files and client jobs are moving forward.