B2BE’s Document Creation workflow solution enables businesses to generate documents that are not easily created within ERP or business systems. Whether the document is non-standard, specific to an industry, or simply impractical to produce using existing systems, this tool provides a flexible and intuitive way to create and manage such documents. Accessible via B2BE’s Web Portal, the solution integrates seamlessly with other Document Management workflows or can be used independently.

Features

• Cloud-Based Access: The workflow is hosted on B2BE’s Web Portal, making it accessible from anywhere and easy to use.
• Support for Any Document Type: Allows creation of documents that fall outside standard business formats or are difficult to generate in ERP systems.
• Workflow Integration: Created documents can be routed into other workflows such as Document Approval or Document Routing, or used independently.
• Configurable Validation: The interface can validate user input to ensure data accuracy and alignment with document purpose.
• Favourites Management: Users can save frequently used line details and document templates to speed up future creation.
• Flexible Use Cases: Suitable for internal documentation or distribution to trading partners.

Benefits

• Enhanced Flexibility: Empowers users to create any document type, overcoming ERP limitations.
• Improved Efficiency: Saves time with reusable templates and favourites, reducing repetitive data entry.
• Data Accuracy: Validation ensures correct and purposeful data entry, minimizing errors.
• Workflow Compatibility: Integrates with broader document management processes for seamless operations.
• Accessibility: Cloud-based design ensures users can create documents from any location.