Fluency - Streamline your process documentation effortlessly

Fluency operates by using a simple three-step process that captures and documents workflows efficiently:

• Step 1: Record - Users create a new document and initiate the recording process. This step captures the live execution of tasks without interrupting workflow.

• Step 2: Perform - As users carry out their usual processes, Fluency records all actions in the background, automatically generating detailed documentation that reflects the steps taken.

• Step 3: Edit and Share - Once the process is captured, users can customize the documentation using Fluency's editing suite. This suite allows for redaction, annotations, and other enhancements to ensure the documentation is production-ready. Users can then share the finalized documents with their teams for collaboration and review.

Additionally, Fluency integrates version control, allowing teams to manage changes and maintain an audit trail of document revisions. This ensures that all team members have access to the most current and accurate information, promoting transparency and efficiency across the organization.

To get started with Fluency, follow these simple steps:

1. Open Fluency and create a new document.
2. Click 'Record' to start capturing your process in real-time.
3. Perform the process as you normally would. Fluency will document your actions automatically.
4. After completing the process, use the editing suite to customize and refine your documentation.
5. Share the final documentation with your team for collaboration and feedback.

In conclusion, Fluency revolutionizes the way financial services teams document their processes, offering a seamless and efficient solution that eliminates the manual burden of documentation. By automating the process capture, Fluency not only saves valuable time but also enhances the accuracy and clarity of documentation. With its user-friendly interface and robust features like version control and customization, Fluency empowers teams to collaborate more effectively and drive process excellence. Embrace the future of process documentation with Fluency and transform your team's operational efficiency.