October 31

team workflow management situational awareness is critical whether it’s for onboarding a new client, validating customer information, or gathering capital call data, as documents come in, users need a way to understand who is responsible for any given document at any given time managers often need to check on the status of a given document or set of documents to ensure that things are moving along smoothly, while document assignees might need to request additional review on tricky documents coordinating all of these moving parts and statuses requires a solution that will concisely deliver situational awareness to all users to ensure alkymi data inbox can address these exact needs, we have implemented the ability to assign, track, and manage documents with team workflow management team workflow management brings four key features to data inbox document assignment ensure every document receives proper coverage easily view who to coordinate with as a point of contact for any given document filtering hone in on specific assigners, assignees, or document validation readiness toggling between "my assignments" and "team assignments" see which documents you need to look at with a single click providing additional document details more details on document metadata, assignments, and associated patterns all in one place