Core Solution
Automate Your Entire Document Workflow
Create a custom intake form once, compile the documents you need, map your fields, and publish a reusable workflow that generates complete packages every time.
Every business has processes where the same information must be entered into multiple documents before they can be reviewed, approved, and signed. Workflow Builder eliminates that repetitive work so your team can focus on higher-value tasks.
Built to Replace Manual Document Assembly
Manual steps consume valuable time, increase the risk of errors, and slow down every transaction. ePACT!t's Workflow Builder transforms that process into a repeatable system.
Every time you run a published workflow, ePACT!t collects the information once, automatically generates every document in the correct order, prepares them for e-signature, and stores the completed package securely.
What this gives your team
- One intake form powers every document in the package
- Field mapping done once, reused on every run
- Consistent packages ready for review, signature, and vault storage
The Manual Work Workflow Builder Removes
If your team still rebuilds the same packets deal after deal, these are the friction points Workflow Builder is designed to eliminate.
Workflow Builder: Build Once. Use Forever.
Create custom intake forms, compile your documents, and automate your entire agreement process.
Create Intake Form
Drag & drop fields to build your form
- Text Field
- Number
- Date
- Dropdown
- Checkbox
- Signature
- File Upload
Compile Documents
Compile your documents and order them
- Loan Agreement
- Promissory Note
- Security Agreement
- Disclosure Statement
- Authorization Form
Map Fields
Map form fields to your documents
- Borrower Name
- Property Address
- Loan Amount
- Interest Rate
- Closing Date
- Borrower Name
- Property Address
- Loan Amount
- Interest Rate
- Closing Date
Publish Workflow
Your workflow is ready to use
Your workflow is now available in Smart Templates.
Use Workflow1. Fill Intake Form
Enter information once in the form
2. Click to Generate
Click one button to build the package
3. Documents Generated
All documents are created with the right data
4. Send for Signature
Documents are sent to the right people
5. Done
Track progress and store completed docs
- Alex Rivera
- [email protected]
1. Send Webform
Invite the recipient by name and email
2. Fill and Submit
Recipient completes intake - no account needed
3. Documents Generated
The onboarding packet is created under your account
4. Send for Signature
Signing emails go out automatically
5. Done
Track progress and store completed docs
Why this model works
- Intake data flows into every downstream document automatically
- Approvals and signatures stay in one auditable chain
- Completed packages are ready for audits, renewals, and reuse
What You Can Build
Workflow Builder gives your team the full toolkit to design, publish, and run document automation end to end.
Built for the Workflows Your Business Already Runs
Whether you process loans, onboard employees, prepare legal agreements, or manage real estate documents, the pattern is the same.
Why Teams Choose Workflow Builder
Reduce document friction while keeping quality and control high as volume grows.
Standardize intake-to-signature execution, cut re-entry across deals, and give every team one reusable system for document packages.
Ready to build your first automated workflow?
Book a guided demo to see intake forms, multi-document generation, field mapping, and e-signature in one flow.
We can map your current process and help you design the first workflow your team will reuse every day.
