document management
Automate your document to-do’s
Spending too much time requesting signatures and making sure licenses are up to date? Simplify your document management by automating collection, credentialing, and approvals.
Product Overview
Manage documents, signatures, and approvals on autopilot
Teambridge Document Management routes documents according to your rules, so you can collect exactly what’s required from your staff, review them as needed, and automate the rest of the process.
Get documents right, from onboarding onward
Prompt your staff to upload documents from the comfort of their mobile device. Teambridge knows which documents to collect—and when— based on your staff’s role, location, and more.
Offer staff an easy way to sign on the dotted line
Make it easy for your staff to provide signatures, either directly in our mobile app or through one of our e-signature integrations.
Remind staff to renew documents without having to remember
Set up automations that track licenses and certifications’ expiration dates and nudge your staff to upload new documents as needed.
Take a look inside your document management toolbox
Automated document collection
Automatically collect the right documents at every stage of the staffing lifecycle with a self-guided flow on your staff’s mobile device.
Automated reviewer routing
Set up rules that automatically govern when and how documents should be routed for approval—and to whom.
Bulk actions
Preview, upload, download, and create PDF versions of documents in Teambridge—on a one-off basis or in bulk.
E-signature integrations
Integrate with DocuSign and SignNow to automatically send e-signature documents and upload them to Teambridge once signed.
Declutter your document management
Swipe right on the slider to see what you’re missing with your current workforce software.
Sort your list view using any column, so you can quickly peruse documents by expiration date, owner, and more.
Filter documents by status like “approval needed” or “expiring soon” to only see what’s most relevant.
Automatically grant everyone access to the right data, so they can selectively view the right people’s documents.
Ready to get access right? Let’s talk.
Tell us the challenges your business is facing today. We’ll show you how Teambridge can help.
