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New Account Onboarding

ECM Toolbox – New Account On-Boarding Workflow

ECM Toolbox’s New Account On-Boarding Workflow (NAOW) module increases operational efficiencies, provides control over your process and records, and saves you money.

The NAOW module is a powerful web-based workflow solution, leveraging feature-rich document management software and ECM Toolbox’s Workflow solution.




  • Task routing based on diverse business rules
  • Assigns an account risk rating
  • Establishes document types per account
  • Provides “forced” supervisor percentage review based on the processing associate’s level of experience or type of account
  • Standardizes account risk measurement and error tracking
  • Pre-formatted emails
  • Automatically identifies issues for accounts and their documents
  • Ad hoc workflow tasks
  • Allows for one-off request for assistance and/or review
  • Audit trails
  • Captured as reports and also as a document in AX for each account
  • Admin module
  • Allows business owners to easily modify workflows without IT assistance:
    • Modify data capture templates
    • Change supervisor review percentage
    • Add or delete required documents for specific account types
  • Reporting
  • Provides details about productivity levels
  • Measures the supervisor review process
  • Tracks errors per branch
  • Provides extensive details based on the information available from the data capture templates
  • Immediate account status tracking
  • Automatically updates the “status” index inside AX as the workflow task moves through the review process

ECM Toolbox Workflow is everything we wanted and more. The first day we went live we immediately could see efficiencies and management of process and procedures.

Whitney Moeder
Director of Support Services & Finance

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you're looking for? Check out our Resource Center for additional information.

Data Sheet: AP Invoice WorkflowDownload
Case Study: AP Invoice WorkflowDownload
eBook: 5 Steps to a Paperless HR OfficeDownload
User Guide: ECM Toolbox WorkflowDownload

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