Vasion Automate Pro

The Vasion Mobile app lets users perform quick tasks like scanning paper documents, filling out electronic forms, and more from their mobile devices.


Vasion Suite is now mobile! The Vasion Mobile app lets users perform quick tasks like scanning paper documents, filling out electronic forms, and more from their mobile devices. Users no longer have to boot up their computer to access their important documents and pending Workflows. The Mobile app makes it easy to get quick tasks done, so you can free up time at your desk for your main priorities.


Workflows

Automated Workflows are configured to route information to the right people and systems at the right time to collect approvals, assign tasks, and complete documents. The Vasion Mobile app makes these Workflows accessible from a mobile device. For example, an employee needing to check the approval status of a PO Request in their Workflow can view it in a matter of seconds from the Mobile app. Wherever they are at – in a meeting, away from the office – the information they need is accessible at their fingertips.


As an end-user focused application, users can start and complete existing workflows in the Mobile app. When starting a new Workflow, you select an existing automated Workflow and complete the tasks needed to start it. This may be filling out a request form or uploading an expense report for approval. After sending the Workflow, you can view what step is pending in the Requests section of your Workspace. Pending Workflows appear in the user’s Task list in their Workspace dashboard, where they can simply click and complete all necessary tasks.


Scan

Vasion Mobile users do not need to install a local desktop scanner in order to scan and digitize their documents, like the Capture app in Vasion Suite. The app uses the device’s camera to scan the document, making scanning easier for remote and mobile employees. Scan uses a native iOS PDF scanner with barcode, and full-text optical character recognition (OCR) technology.


Scanning documents is a simple three step process: Use the camera to scan your paper documents, edit, reorder, copy, and modify any of the scanned pages, then send those pages directly to a Workflow or a Storage folder.


Forms

Vasion Mobile lets you access, fill out, sign, and submit existing eForms to start Workflows. You can fill out and submit existing forms directly from the application, rather than from a Workflow every time. To start, you select the type of form you want from the existing Forms list. Some forms require an eSignature or attachments with the form. Attach photos or files, scan new documents, or draw or type your signature when signing forms.


Storage

Just like Vasion Suite, Vasion Mobile gives employees access and control over their data and where it’s stored. After scanning a document, you can choose to send the scanned pages directly to either Workflows or Storage. Mobile users can upload documents to a text message, to Vasion Drive folders, or to cloud storage applications that allow for document uploading, like Google Drive, OneDrive, Box. Storage folders are encrypted by default, and configurable by an admin in Vasion Suite.


Reports

Reports is the only administrative feature available in Vasion Mobile. An administrator can grant a mobile user permission to view and run reports. By running a report, you can see a 360 view of all the activity and actions performed by users in Vasion Suite. There are different types of reports to see specific information like audit, user, document, and workflow reports. You can also customize and save report types, and schedule them to run at a certain time.


Anyone can download and install the Vasion Suite Mobile app, but users need an active Vasion Suite account in order to log into their company's Vasion instance. Contact your Vasion Suite administrator for more information and to set up an account. There is no cost for downloading the Vasion Suite Mobile app.

Recent changes:
Bug Fixes & Improvements: Resolved an issue where taking the Reassign/Forward actions on a workflow would not load the list of users and groups.