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This is DEMO site for Car-Booker.eu -
online booking solution for car rental services & vehicle sellers.
Learn more Module "Workflow documents"
The "Workflow documents" module allows creating specific types of documents - e.g. partnership agreements, insurance documentation, etc. In combination with the Insurance cases module, it provides a complete solution for the management of insurance claims. In combination with the Digital signature module it enables the creation of legally binding documents.
Advantages of workflow documents
- Conditional creation
- The document can be created without restrictions or only if a certain condition is met. For example, insurance claim formular can only be generated once the field with an accident description filled in.
- Output to standard formats
- Workflow documents can be created in any standard format, e.g. PDF, CSV, MS Word / Excel ..
- Digital signature
- In combination with the digital signature module, a handwritten or authorized digital signature can be inserted into the document, making it legally enforceable.
- Connection with order and insurance case
- Workflow documents can refer to any attributes of the order (e.g. information about the vehicle, client ..) or related insurance case.
- Preview online field editing
- Workflow documents are created through pre-programmed templates, which allows modification of attributes just before generating the file. For example, if you need to correct wrong date, you can click on the relevant field in the preview and change the date.
- Sending to email
- Created documents (files) can be attached to an email by simply ticking the checkbox and sending to the customer or any other recipient.
Fig. 1 - Table with workflow documents under the relevant order
Fig. 2 - Preview and editing of the workflow document - example (click to enlarge)