Resources for Documents in Motion
Templates, Guides, and Comparisons for Intake, Approvals, and Audit-Ready Document Workflows
Workflow Templates You Can Start With
Ready-to-use workflows for intake, approvals, and document processes.
Invoice Approval
Capture invoices, route approvals, and centralize financial documents with a simple customizable workflow.
Contract Approval
Review, approve, and store contracts through a structured and auditable legal approval workflow.
Service Request
Capture internal or customer service requests and route them to the appropriate teams efficiently.
Customer Intake
Capture customer information and route onboarding processes through structured and verified steps.
Purchase Request Approval
Capture purchase requests and route them through budget and procurement approvals efficiently.
Policy Review & Approval
Ensure policies are reviewed, approved, and distributed through a structured governance workflow.
Change Request
Manage operational or system changes with structured approvals, reviews, and implementation records.
Employee Onboarding
Collect employee information and manage onboarding tasks through a structured and trackable workflow.
Expense Reimbursement
Capture employee expenses and route reimbursements through automated approvals and documentation.
Incident Reporting
Capture incidents quickly and route them through investigation, compliance review, and resolution.
Proposal Approval
Ensure proposals are reviewed and approved through structured sign-offs before reaching customers.
Employee Offboarding
Manage employee departures with structured documentation, asset tracking, and compliance records.
Guides
Practical guides to modern document management and workflow automation.
Your Ultimate Guide to Document Management
Learn the fundamentals of modern document management, from organization and search to workflows and governance—so your team can work faster and stay in control.
Why Manual Processes Are Slowing Down Your Team
Manual approvals, spreadsheets, and email-based workflows create delays and friction. Learn how digital workflows help teams move faster with more visibility and control.
The End of Rack2Filer: What Now?
Rack2Filer is reaching end of life, leaving many teams searching for a modern alternative. This guide outlines your options and what to look for in a document management platform moving forward.
Why SharePoint Is Slowing Down Your Team
Why traditional file systems create bottlenecks for modern teams and how workflow-driven document management can restore speed, clarity, and accountability.
Switching From Legacy Tools?
Compare Klyck with legacy document systems and outdated workflows.
Hyland Alfresco
If Alfresco requires ongoing technical management, customization, or infrastructure oversight, there’s a streamlined new way to manage documents in motion.
OpenText
If OpenText feels heavy, costly to maintain, or overly complex for your operational needs, there’s a modern alternative built for agility with a cloud-native approach.
DocuWare
If DocuWare feels increasingly complex or too costly to scale across departments, there’s a simpler and more flexible way to keep documents moving forward.
Laserfiche
If Laserfiche feels complex, slow to adapt, or expensive to maintain, there’s a more intuitive platform built for modern documents and workflow management.
Latest Posts
Insights on document workflows, automation, and modern document management.
How Document Management Systems Help Behavioural Health Facilities Stay Compliant and Efficient
Behavioural health facilities face growing pressure to stay compliant, organized, and audit-ready — often with limited resources. Learn how a Document Management System (DMS) can streamline policy tracking, safety documentation, and accreditation prep while saving time for your team.
How Behavioral Health Teams Can Simplify Compliance, Documentation, and Collaboration
Behavioural health teams need more than an EMR to stay compliant and organized. This blog explores the operational gaps most systems miss — and how to close them.
Top 15 Holiday Teams & Zoom Backgrounds
It’s that time of year to get cozy, over consume, and fully embrace all the Christmas magic! Which is why we are once again bringing you the holiday backgrounds your sales calls and, heck, every call needs to get you and your coworkers through the season.
See Klyck in Action
Short examples of how teams work with documents and information inside Klyck.
Find Documents Instantly
Locate documents across workflows with powerful search and filtering.
AI-Powered Document Insights
Quickly understand document content with automatic summaries.
Stay Updated on Document Activity
Get notified when documents change, move forward, or require attention.
Share Documents Across Teams
Securely share documents and pages with internal or external collaborators.