Compleo is a web portal facility that securely enables you to engage your clients in an online document submission and exchange. Build forms that collect data and document attachments that are securely routed for review and approval. Great solution for client onboarding, license and permit applications, claims processing, loans application and any online data gathering requirements.
Build Forms Easily
Build Forms that have responsive UI, rich validation rules, tool tips, dynamic themes, captcha integration, and document attachments.
Define document attachments based on field values that serve as check list for the application.
Integrate with Documentum/D2
Route submitted application forms and attachments as a package on D2 workflows that are assigned to specific performers with well-defined service levels.
Download filled-out forms have it signed and notarized before submitting for approval.
Instantly generate Welcome Kits, Certificates and Permits as applications are approved and complies. Likewise generate regret letters for applications that are not approved. Send welcome via courier or online.
Alert applicants of compliance documents so they can conveniently resubmit corrected copies of attachments.
Generate graphical representation of application statistics based on selected fields from the form.
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