Document Workflow Automation

Eliminate bottlenecks, improve compliance, and achieve end-to-end document control — all without chasing emails, manual checklists, or custom IT work. Nutrient empowers your team to streamline document management with clarity, security, and full auditability.

How We help

How we help

Replace email and manual workflows

Say goodbye to scattered inboxes and chaotic folder structures. Nutrient brings every document process into a single, organized workflow from creation to approval.

Establish one source of truth

Standardize how files are drafted, reviewed, and finalized — no more missing versions, conflicting edits, or lost comments.

Automate review and approval routing

Automatically assign reviewers, escalate overdue steps, and enforce compliance checkpoints — all with customizable workflows and audit trails.

Increase visibility and accountability

Real-time dashboards and activity logs help you track document status, spot delays, and keep projects moving without follow-up emails.

Enforce compliance and retention policies

Build in regulatory safeguards, retention schedules, and e-signature requirements — Nutrient keeps you audit-ready by default.

Scale with confidence

Design workflows once, deploy everywhere. Nutrient’s flexible platform adapts to division, document type, and evolving business needs — no code or IT support required.

Key features

Key features

Visual workflow designer

Map, configure, and automate document processes with a drag-and-drop editor. Set reviewers, deadlines, alerts, and escalation rules — all in one streamlined interface.

Dynamic document forms

Create secure, responsive forms for gathering approvals, metadata, and signatures. Use templates, conditionals, and custom branding to fit your workflow.

Self-service access portal

Provide a centralized front door for users to submit, track, and collaborate on documents. Role-based access ensures the right people see what they need, when they need it.

Real-time tracking & audit trails

Monitor document progress at every stage with full version history, timestamped approvals, and searchable logs for compliance or reporting.

Integration API & webhooks

Connect document workflows to DMS, CRM, HRIS, or e-signature tools using Nutrient’s open API. Trigger document creation, status updates, or notifications across systems seamlessly.

Secure e-signatures & archiving

Capture legally-binding signatures and auto-archive finalized documents in accordance with your retention policies. Nutrient secures your files at every step.

Trusted by leading organizations

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UBS logo
IBM logo
UBS logo
IBM logo

Benefits

Benefits

Collect consistent approvals and metadata each time with template-driven, repeatable processes.

Collect consistent approvals and metadata each time with template-driven, repeatable processes.

Route tasks automatically, escalate overdue reviews, and send reminders until work is done.

Automate handoffs to other business apps and trigger downstream workflows without manual intervention.

Enforce policies, control retention, and maintain e-signature logs for peace of mind and audit readiness.

Provide a clear, intuitive dashboard for submitting, reviewing, and tracking documents — no training required.

Get started today

Experience how automated document workflows free your team from busywork and guarantee full process compliance — every step, every time.

Connect to your tools, your way

Workflow Automation integrates with your tech stack — including finance systems, procurement platforms, and approval tools — using APIs, webhooks, or SFTP. No extra middleware required.

UBS logo
IBM logo
UBS logo
IBM logo

Frequently asked questions

Why use document workflow software?

It eliminates manual bottlenecks, reduces version-control chaos, speeds up approvals, and gives you visibility into every step of the process.

Can this integrate with our storage or document management systems?

Yes. Nutrient connects with platforms like SharePoint, Google Drive, Box, Dropbox, and more — so documents stay in sync with your existing systems.

Do business users need IT help to manage workflows?

Nope. Business teams can build and run workflows themselves. IT only needs to step in if you want custom integrations or access controls.

How does this help with compliance and audits?

All actions are logged with timestamps and user data, creating a full audit trail. You can enforce approval chains, store required docs, and ensure regulatory steps aren’t skipped.

How fast can we roll out a document workflow?

You can launch simple workflows in hours. More complex, multi-department flows might take a few days — still far faster than building a process from scratch.

What’s the ROI of automating document workflows?

Expect faster turnaround times, fewer errors, better compliance, and more productive teams — all adding up to time saved and money earned.

Get started today with a free trial

Experience how automated document workflows free your team from busywork and guarantee full process compliance — every step, every time.