ClearTax GST
Back to products
Kefron AP

Workiro

Status: Unverified

Never lose track of files, electronic signatures, tasks and communication again. Workiro integrates with NetSuite so teams can collaborate, approve and record work faster than ever before!

View on Suiteapp.com

Categories: , ,
Description

Workiro for NetSuite

Workiro is a work management tool designed to give visibility to teams and stakeholders by providing a single solution, accessible within NetSuite, which manages everything from documents and e-signatures, to instant messaging, in order to reduce the time wasted on admin and release more time for meaningful work.
You can forget about traditional, disconnected and flawed tools like email and team chat – which can quickly become overrun with untracked information that’s difficult to find when you need it.
Instead, the Workiro SuiteApp embeds within NetSuite relationship, transaction and project records, to provide one central place of visibility and clarity to keep work moving.

Key Benefits

One place to share, collaborate, approve and sign – eliminating silos of information.
Integrates with your core apps including Outlook and Word allowing you to get even more done from within NetSuite.
Easy to use app that can be picked up by the whole team, without the need for extensive training.
Gain visibility of everything that’s happening, with real-time status updates and audit trails, without the need to chase and hunt down information.
Regain time that’s usually wasted searching for buried information.
Enhance e-signatures – simplify the creation, sending, tracking and visibility of important documents inside and outside of NetSuite.
Build lasting rapport with stakeholders, with automatic reminders and status updates to help everyone deliver their best with less effort.
Experience frictionless and consistent interaction with anyone, with custom branding and instant chat.
The Workiro App provides independent access on web, desktop and mobile devices so you can access key information both inside and outside of NetSuite.

Why Workiro?

The Workiro team, part of GetBusy PLC, have more than 20 years experience solving content, productivity and communication challenges for over 65,000 customers across a wide array of countries, industries and sizes, including many top global professional services firms.
Contact us to find out more about how the Workiro SuiteApp is used by us, our customers, and how it can help you.

Getting up and running with Workiro is surprisingly simple.

The SuiteApp can be installed from the marketplace, there’s no NetSuite configuration required, and the steps to get you up and running in the Workiro app take about 2 minutes!
The embedded experience provided by the Workiro SuiteApp grants contextual, quick, and easy access to all of the power and flexibility of Workiro from inside NetSuite, but is also available independently and natively on web, desktop and mobile for iOS and Android.

FEATURES

Document Management

Workiro integrates seamlessly with NetSuite to provide a central, cloud-based repository for all your important files and documents. Access documents alongside any additional updates or messages within Workiro threads, as well as a full audit history. Available in NetSuite and the Workiro App – with no duplication of records or documents.

Electronic Signatures

Create branded sign requests in seconds. Follow pre-made templates that keeps things consistent and easily assign it to the right people. For signatories, effortlessly stay on top of signature tasks via your NetSuite dashboard, receive notifications of upcoming due dates and query anything live, within NetSuite. Workiro produces ‘Advanced Digital Signatures’, meaning optimal compliance and admissibility for the broadest range of jurisdictional, legislative and governing body variations.

Task Management

Set tasks and assign clear responsibility to any stakeholder, to ensure everyone knows what is expected of them - with no opportunity for tasks to slip through the net or get lost in other systems. Easily set tasks or request approvals, signatures and documents from anyone and rest assured that everything is tracked and recorded.

Real-time Chat

Discuss work in real-time with team members, stakeholders and customers within Workiro threads. Eliminate the need for email - safe in the knowledge that all conversations are recorded, controlled and accessible via the corresponding NetSuite records, as well as in the Workiro app. Read notifications ensure everyone has visibility of what has and hasn't been seen, whilst the pause function enables expectations to be managed. And with auto-reminders and 'dusty' notifications, you can wave goodbye to chasing.

Outlook Integration

Store important emails fast, and create trackable tasks for yourself, your team or stakeholders, without leaving Outlook. All of which is then available within NetSuite saved against corresponding vendor and customer records, rather than lost in other apps that live beyond the borders of NetSuite.