Greentree Workflow

Processes dictate the results that are produced, the effectiveness of the staff involved & ultimately the profitability of the business itself.


Now you truly can have your finger on the pulse of your business. Always having an instant snapshot of real-time key business information live at your fingertips is vital to any organisation striving for improved and streamlined business processes. The Greentree Workflow Desktop module provides countless dynamic desktop views with information updated to all relevant desktops across the organisation instantaneously.

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-Immediate Access to key indicators

-Advanced WorkFlow Management

-3D Live give visibility of all your and your team's activities

-3D Live gives complete view, reducing need to search for information


Approvals & Alerts

Increase the day-to-day productivity of your business. Greentree’s Approvals and Alerts can help automate the daily processes in your business using specifically designed workflow tools that allow your organisation to ensure critical transactions, documents, or records are monitored and approved through the appropriate chain of command - automatically.

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-Multiple approvals

-Group approvals

-Sequential & non-sequential workflows

-Controlled authorisation


Business Process Management

Greentree’s BPM is one of the key weapons to truly drive exceptional business performance and increased business returns in a mid-sized organisation. Historically many new technologies have failed to deliver significant benefits to mid-sized companies as they have often been expensive to purchase and maintain, inflexible and difficult to implement, resulting in a questionable ROI.                                                                                                                                              .

Learn more about Process Management


Information & Document Management 

Greentree’s Information and Document Management modules create a simple yet comprehensive core to the BPM suite - receiving, recording, storing and retrieving all the necessary documents whether they come from within Greentree or from a non-integrated system.                                                                                                                                             .

Learn more about Document Management

Screen Designer

Greentree4’s Screen Designer gives you a competitive edge and opportunity to boost productivity - tailor your screen, the way Greentree looks, to work for you. That the resulting screen forms look great and can be tailored to match your brand and company culture, is a real bonus.

Learn more about Screen Designer


Receive dozens, if not thousands, of business transactions each month? Using eDocs saves you hours by streamlining what it takes to receive, route, code and approve this everyday avalanche of ‘paperwork’. It lets you churn through a high volume of processing, in seconds.

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-Consistent delivery across the business

-Collaboration across departments

-Proactive stakeholder communication

-Focus on critical business

-Elimination of damaging human error



-Manage, track and share reports & documents with ease

- Easy link to important documents anywhere within Greentree

- Access to financial reports from one secure location



-Work it your way

- Streamline processes

- Consolidate information

-Protect what's sensitive

-Unlimited versions



-Slashes processing times

- Faster coding than keying

- More accurate coding

-Paperless approvals

-Never pay an invoice twice

-Visible status updates


Data Import Manager

Traditionally data file importing from disparate or legacy systems has proved a headache for managers with time consuming running and rerunning of scheduled imports, errors and limited ability to manipulate data. Greentree has an intelligent interface tool that allows for fail-safe data integration and consolidation.                                                                                                                                                                    .

Learn more about Data Import Manager



As managers and senior staff become increasingly mobile in today’s fast-paced world, the need for them to remain hands-on is just as important. eApprovals is the online version of Greentree’s Approvals and Alerts module and gives users the information and tools they need to process approvals in real-time from anywhere, to keep your business moving.                                                                                                                                                              .

Learn more about eApprovals


Whatever information you're entering, you’re looking for a flow that is responsive to the way you work. To support this, Greentree whacked out the clutter and crafted every form to provide the essentials, without removing any functionality.                                                                                                                                                              .

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-Enahnce import capability

-Improved productivity

-Import integrity

-Customised import function

-Automated email notification



-Anytime, anywhere access

-Make informed decisions faster

-Full integration puts you in control

-Tailor approval rules to your needs

-Make the paperless office your reality



-Forms that work your way

-No clutter

-Delivers extra content in context

-Faster line entry

-Fits any device



Is your organisation buried under a pile of paperwork? Document management is an essential function of any business and paper-intensive businesses frequently face significant cost and security issues in relation to inefficient document management processes. Electronic document management eliminates associated storage and access costs and ensures vital documentation is stored in a secure environment.

Learn more about AutoScan


It is really smart. Workspace will alert you if something needs your attention. It keeps what you use most often always to the top of the pile – even after you log out. It remembers your priorities and lets you keep what’s most important to you in constant view. And if you can’t find something there’s no need to panic – type in part of the name or number and search for it directly from the Workspace search bar.

Learn more about Workspace


-Forms that work your way

-No clutter

-Delivers extra data in context

-Faster line entry

-Smart search



-Works the way you do

-Drag and drop

-Makes change easy

-Important items always in view

-Real-time alerts

-Switch between companies

-Faster, accurate searching

-Works accross devices


For More Information please contact us on:


t: 01179 231133