Front Office AI - Front Office AI Docs

Docs

A dashboard tracks submissions while automatic reminders eliminate the paper chase. There’s no quicker way to register talent, onboard commercial partners or fulfil compliance requirements.

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Before

Efficient document completion is challenging. Input from internal and external collaborators adds to the complexity. Perfect accuracy and compliance can be a herculean task. The chasing down of tasks across software platforms causes errors, missed deadlines and incomplete or lost documentation.

After

Front Office AI streamlines the submission process across stakeholders. Real-time tracking of document progress and automated task reminders eliminate the burden. No more chaotic follow-ups or missed deadlines. Order is maintained with the most efficient way to complete and store docs.

Speed test

A basic document takes a few hours to complete and longer when multiple stakeholders are involved. Time lost saving completed docs to the right folder increases the burden.

Work in MS word with 100% functionality
Rapidly link your commonly used templates
Circulate templates for completion

Select a workflow
Send docs individually or in batches
Update individual docs with existing content

Assign custom fields to relevant stakeholders
Decide the chronological order
Automatically notify each stakeholder

Review each submission from a single dashboard
Mark completed docs as approved
Ensure timely completion

Automatically store each doc
Fully-documented and instantly access
Export and share key docs

Automatic submissions

Set up onboarding requirements for talent, clients and vendors

Batch process

A simple wizard automates the completion of ongoing docs, forms and uploads

Mail merge

Create multiple docs using information from a spreadsheet to save time

Hit deadlines

Automated task sequencing and reminders reduce the admin burden

Secure storage

Intelligent storage of each doc creates a complete, secure and accessible folder

Access permissions

Give colleagues full or restricted access to view, edit and export sensitive docs

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