MAKE THE PROCESS SIMPLER
Fewer handoffs to manage.
Compare how the work gets done: collecting information, reviewing it, preparing documents and keeping systems in sync.
| Task | Intaria | Separate tools |
|---|---|---|
| Collect information | Create and review the form in Intaria. | Choose and configure a form tool. |
| Request a decision | Connect the form to a review workflow. | Arrange the handoff to an approval tool or a person. |
| Prepare and sign | Use document and Intaria Sign steps in the process. | Coordinate document preparation and the signing service. |
| Update another system | Configure a supported connection and review its results. | Configure and maintain the connection between tools. |
| Get help | Start from Academy, Concierge or Intaria support. | Find the team responsible for the affected part of the process. |
Try the workflow that matters to you.
Compare with a real task, then choose your starting point.
A useful next step. A person when you need one.
Find an answer, follow a guide or tell us where you’re stuck.