Online document process management (for the rest of us)

I can’t help but feel incredibly excited about KnowledgeTree’s announcement today about the launch of our enhanced SaaS offering. Our entire company put a tremendous amount of effort toward making KnowledgeTree the SaaS application of choice for organizations that want to go beyond simple online file sharing and embrace document process management.

Most documents need to have something done with them or to them – they don’t just exist to get stored somewhere. Many documents need a series of things done to them, such as approvals, notifications, and routing.

This is where KnowledgeTree goes beyond basic document storage with features like our new drag and drop visual workflow designer. It lets users easily create workflows that contain common actions, such as email, request approval, notify a user – all from an intuitive design palette of options.  

In addition to having to perform actions on documents, users also need to see and access them from other line of business applications, such as from within a customer relationship management (CRM) system. That’s why we’ve integrated KnowledgeTree with Salesforce.com, giving account and sales representatives the ability to associate documents stored in KnowledgeTree with accounts, opportunities, leads and contacts in Salesforce. It makes perfect sense to go to a customer’s record and be able to see all their documents right there – such as proposals, contracts, even email correspondence. This is one of many integrations we’ll be making available.  

And because file sharing and collaboration are important, we’ve redesigned our discussion capabilities to offer them inline and in context with the document. Anyone viewing the document can see the comments and document history in a familiar activity feed format that gives a complete picture of how the document has progressed.  

All of these improvements are delivered in a cloud-based application that requires no upfront investment whatsoever. Users who have registered for our fully-functional, free 30-day trial can activate that trial at any time without loss of data or configurations.  

Some of the features mentioned above are in closed beta and will be progressively rolled out to users over the next few weeks. If you'd like more information, or to participate in the beta, please drop us a note.