How to Build Your Own Nutrient Workflow

Redact, revise, and update documents without leaving the platform

Create polished PDFs and DOCX files with dynamic templates and real-time workflow data integration

Collect secure, compliant electronic and digital signatures in seconds

Preview and review files in context with embedded viewer supporting Office, PDF, and image formats, with access controls and version awareness

Collect electronic signatures with compliance and security features

Configure user profiles and role-based access controls

All data encrypted at rest for security compliance

Control user access and permissions based on roles and responsibilities

System for Cross-domain Identity Management for user provisioning and access control

Enterprise security with SSO support and Active Directory integration

Accelerate approval processes with autonomous recommendations based on predefined rules and policies

Classify files, pull structured data from multiple documents, and auto-populate forms with Extract AI

Quickly and accurately create and edit forms using conversational language

Use AI to extract, validate, and populate fields automatically from unstructured documents

Automate approvals for invoices, contracts, expenditure requests, and other document sign-offs with audit-ready trails

Advanced conditional logic and dynamic routing based on data, roles, and business rules

Automatic escalation of tasks and approvals based on timeouts or conditions

Design and deploy custom workflows with drag-and-drop ease, including approvals, escalations, conditional logic, parallel paths, and SLA enforcement

Create custom reports with alerts and KPI tracking

Live dashboards showing task statuses, workload distribution, and process metrics

Track SLA compliance, spot bottlenecks, monitor real-time metrics and workload views, role-based dashboards, and exportable audit logs

Track SLAs, spot bottlenecks, and alert on SLA risks with real-time visibility

Populate forms in seconds with autofill capabilities to improve data quality and eliminate rework

Create smart, validated forms with prefilled fields, conditional logic, real-time validation, and drag-and-drop field builder

Create public forms that external users can complete with notifications

Comprehensive audit trails and historical records for compliance and troubleshooting

Automate evidence capture, policy documentation, records requests, and track every step for audit readiness

Native iOS and Android apps for approvals, form submission, document access, push notifications, offline support, and task management on the go

Mobile users can complete forms offline with automatic syncing when connectivity is restored