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Description
Diligent Workflow stands out as a premier solution in the market, aimed at enhancing the secure oversight, validation, compliance, and storage of sensitive or regulatory documents. Through the automation of document and media production, it significantly boosts the efficiency of various project management tasks, including approval, distribution, archiving, and maintaining a comprehensive audit trail for policy documents, contracts, RFPs, and public-facing materials. Discover how the capabilities of Diligent Workflow can streamline your approval processes, leading to greater efficiency and transparency in both document and content generation. By implementing this solution, organizations can expect to see a notable transformation in their workflow practices.
Description
UPNavigator is a cloud-based software solution that streamlines the entire process of unclaimed property compliance by integrating data management, eligibility assessments, due diligence notifications, and state report submissions into a single user-friendly interface. Continuously updated with the most recent state regulations and accepted across all U.S. jurisdictions, it automates the generation of NAUPA II format reports, thereby minimizing the chances of incurring hefty fines and ensuring that rightful owners can recover their assets. The platform offers real-time reporting and analytics capabilities, enables users to assess state due diligence and escheatment eligibility, generate and print internal evaluation reports and owner correspondence, monitor due diligence responses, maintain data reconciliation for record-keeping, and utilize customizable filters and column selections. Backed by the successful filing of thousands of state reports, UPNavigator serves as a reliable and economical compliance solution that empowers operations teams to remain proactive in meeting regulatory deadlines. Additionally, its robust features enhance operational efficiency, allowing users to focus on strategic initiatives rather than get bogged down by compliance complexities.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Diligent
Founded
1994
Country
United States
Website
www.diligent.com/landing-pages/workflow
Vendor Details
Company Name
UPCR
Country
United States
Website
www.upcr-llc.com/software/upnavigator/
Product Features
Board Management
Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking