Workflow Management Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Workflow Management Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Workflow Management Software Articles
How to Reclaim Your Time With Workflow Automation Software
The average work week is 40 hours, but how much of that do you spend on repetitive tasks?
by Lauren Pope
The Role of Artificial Intelligence in Accounting
Accounting is one of the most important, yet daunting and expensive departments in almost all companies.
Accountants oversee all financial operations of a business to help it run smoothly and efficiently. These include preparing and analyzing financial statements (e.g., cash flow, income statement, balance sheet), paying taxes on time, and maintaining the companies’ general ledger (GL). All these tasks require a great deal of human interaction that takes time and money; no matter how careful an employee may be, there is always the chance for human error, which could snowball and lead to devastating financial results in the future.
by Nathan Calabrese
How to Stay Organized When Closing Books Remotely
Almost any public or private business with an accounting and finance department performs a month, quarter, and year-end close, which is a series of steps to review, record, and reconcile accounting information.
For this blog, I’m going to refer to only month-end close for consistency and simplicity.
by Nathan Calabrese
Workflow Management Software Glossary Terms
Workflow Management Software Discussions
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Question on: Kintone
I know I can access kintone from the web but is there also a kintone mobile app?Mobile
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Yes! We have native apps for both iOS and Android. You can also access your kintone account via mobile web.
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Question on: Progress ShareFile
Why is RightSignature better than the competition?RightSignature vs. Competition
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Citrix RightSignature is e fastest, easiest way to get legally binding electronic signatures that’s built for the way you work. With RightSignature, users gain these advantages:
E-Signature made simple
Simple, easy UI with guided signing experience to improve client experience
One-button sends for quick agreement processes
Reusable templates for recurring documents to reduce time on document preparation
Bulk-send and document packager capabilities in one-click
Reduce costs
Cost-efficient e-signature solutions for organizations from 1 to 10,00 employees
Cost consolidation with Citrix ShareFile, with RightSignature integrated seamlessly
No signature limits
KBA included at no additional cost
End-to-end collaboration solution
Built-in native e-signature in Citrix ShareFile, bringing together the full document lifecycle
Advanced workflow automation integration to reduce time and complexities with Citrix Podio
Unified digital workspace with Citrix Content Collaboration, integrating document and workflow collaboration in a single secure workspace
Extensible integration framework
Open API for easy e-signature integration into business processes
Built-in native integrations with Citrix ShareFile, Citrix Podio, Applied Epic, Google Drive, OneDrive, Stripe, Dropbox, Box, and more
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RightSignature is renowned for its elegant, intuitive user experience and capture of real, handwritten signatures. From sending a document with a few clicks to building a reusable template to filling out and signing a form online, RightSignature makes electronic signatures easy and enjoyable. With infrastructure by Amazon Web Services, our security and scalability are world-class. Continuous development and improvement keeps RightSignature on the cutting edge.
For the solo professional and small business, RightSignature provides the simplest and most effective online document software. For the large organization, RightSignature offers rapid deployment with little or no IT requirements, minimal training needs, a powerful suite of enterprise-only features, and custom consulting. We find the other electronic signature programs to be complex and intimidating, and, perhaps most importantly, to require signers to change their behavior in significant ways. RightSignature replicates pen-and-paper signing in the browser, which provides a natural and familiar-feeling experience.
Furthermore, RightSignature has innovated in many key areas, including our robust authentication process, mouse signature pad, mobile signing options, and fill-out-a-form navigation tools. We offer an easy-to-use, full-featured solution designed for your needs.
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Question on: Progress ShareFile
Do recipients of my documents need to have an account?Recipients
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No they do not, the signatory does not need an account.
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No. Recipients do not need to have an account to receive a document from you. There is no limit to the number of recipients to whom you send documents. When you send a document, your recipient will receive an email containing a unique link. After clicking the link, the recipient views and signs the document in the browser, with no downloads and no plug-ins. RightSignature is so easy and intuitive that new recipients are able to sign in seconds, without instructions.
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No, licenses/accounts are not needed for signers.
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Workflow Management Software Reports
Mid-Market Grid® Report for Workflow Management
Spring 2026
G2 Report: Grid® Report
Grid® Report for Workflow Management
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Workflow Management
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Workflow Management
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Workflow Management
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Workflow Management
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Workflow Management
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Workflow Management
Winter 2026
G2 Report: Grid® Report
Grid® Report for Workflow Management
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Workflow Management
Winter 2026
G2 Report: Momentum Grid® Report






