Basic Overview
Our Total Workflow Solution is made up of modules.
The modules enabled on your site will be displayed in the top menu.
Check out more information about each module here - Click icon for screen preview:
Dashboard
- WBD Maintenance and Support details
- Client specific welcome homepage
- Filtered high-level project status overview
Tracker
- Kickoff projects with simple workflow notifications
- Store form data or excel grid-like data
- Manage teams, tasks, and milestones
ERA
- Dashboard view of approvals
- Quick glance team status
- Annotation and version control
FileSharing
- Safely transfer large files
- Share files with team
- Manage availability with expiration dates
Asset Manager
- Simple folder structure with related files
- Batch upload and data entry
- Download any format or send link
Reports
- Build reports from any module data
- Run on screen or export to CSV
- Set reports to run on schedule
QuickProof
- Upload files for quick compare
- Review, annotate, and approve
- Send link for other user preview
Admin
- Assign user access and permissions
- Set up system notifications
- Manage forms and system configuration