Depending on the permissions of the Role to which you belong and those of the User Group to which you belong, you may have access to some or all of the following functions:
- Creating new Transactions of various types
- Accessing Interviews specific to your User Group
- Viewing some or all of a Transaction's available documents
- Generating some or all of a Transaction's available documents
- Managing transactions through a series of workflow steps
- Viewing client accounts for which transactions are created
- Viewing standard reports
- Creating custom reports
The fundamental element on which the Document Agility system is based is a Transaction. One transaction represents one business transaction with a client, vendor, or another outside party. For example, your organization may use Document Agility to capture data and generate documents for a sale of a commercial loan product to a new institutional client. In this case, a transaction would be created to represent the sale of the loan product to the new client.
Once the data for a transaction has been collected using interviews, the transaction becomes a working element within the Document Agility system that can be scheduled, tracked, assigned, and versioned by multiple teams of users working collaboratively on computers or mobile devices.
Clients (External Accounts)
Clients or External Accounts are the entities for which transactions can be created. The Clients menu option will display the Client Main Page - a list of clients associated with your account (if you are able to see all transactions) or a list of the clients associated with the transactions which your User Group was helped to create. The Clients menu option may have a custom name which has been associated with your User Group.
From the Clients Main Page, you can drill down into any client account to see the transactions created for the account, create new transactions for the account, view the account's users, and create/edit users.
TIP: The Clients menu item may have a customized name depending on the configuration options for your User Group.
The Document Agility system is designed to allow Content Creator Users to easily see the Transactions on which they are working. The home dashboard of the system is the My Workspace screen. It displays and organizes your transactions that are in process as well as recently finalized transactions.
From the My Workspace screen, users can drill down into the details of any in progress or recently accessed transaction. On the Transaction Detail screen, Users can view transaction details, manage the transaction's workflow and get a variety of information about the transaction. They can also create and view transaction documentation, attach notes, and store outside documents with the Transaction.
Your Content Provider has created a set of document templates which allow customized documentation to be created from the data collected for a Transaction. Depending upon your User Group's permissions, you will be able to view and/or generate some or all of the available documents for a Transaction in the Transaction Details screen.
Depending upon your User Group's permissions, you will be able to export one or more of the available documents for a Transaction. Depending upon the features activated for your account you export documents in the following ways:
- Emailing Documents - You can send one or more documents in a Transaction to an email recipient along with a custom email message.
- Placing Documents in an External User's Workspace - You can send one or more documents in a Transaction to an external user's workspace where that user can log in and review them.
Users can also "publish" the data collected through the transaction's interviews, which makes this data available in a standardized format where it can be used by reporting tools and other business systems within your organization. Depending on your Role's permissions, you may be able to access Document Agility's built-in reporting suite. From there you can view and potentially create reports to visualize the information collected across all published transactions.