I want to customize the deal part or to add new module to build workflow to automate the process of reviewing the document and give feedback on each of them based on the user roll ex. Finance, Sales, Operation, Risk & Management.
Under deal we need to add section to extract information from document then to attached the document.
Total section will be around 20
Under each section we might need to add subsection based on the requirements.
We need to build workflow for each task, so when the task is completed it should move to the assigned user who will review it and give his feedback.
Then all the above should be collected under reports to print customized memo and agreement should be filled automatically based on the data extracted from the documents.