Capture, store and manage documents and digital files securely online. Instantly route, manage and track documents that require action.
Your online file cabinet. Track vendors, employees and receivables in an orderly manner. Always know the status of everything. Add documents and files easily. Retrieve instantly. Share securely. Keep everything organized.
The Key Benefits.
Route documents to people and groups for approval and initiate automated processing without human intervention for efficient document management.
Create document flows with conditions to follow one path or parallel steps. Create rules to trigger actions such as populating indexes or setting a status.
Configure the solution for your rules with flexible tools. Configure the workflow rules, customize statuses, provide instructional notes, and handle exceptions.
Set escalation timers for routing tasks to others when tasks stall. Automatically send email notifications alerting a person to take the next task step.
Convert dead documents you hate into actionable transactions you love.
How it makes your business stronger.
Get continuous access to business critical documents from anywhere, at anytime.
Eliminate mistakes made by people with an infallible rules-based solution.
Locate documents quickly with robust search options.
Stay connected to your documents. Our solution is web-based. All you need is an internet connection and browser.
Connect anywhere online without investing in costly hardware or software. Trim dollars spent on manual tasks by consuming less time and resources.
Reallocate staff to other projects because you are more efficient.
View, edit, share and receive documents in a fraction of the time you would with paper.
Know who is doing what with user and group access controls and audit trail.
Free up wasted time spent searching for paper documents. Eliminate manual repetitive tasks. Quit sending tasks back and forth by getting it done in one shot.
Protect your documents from server crashes, disaster threats, and unauthorized access attempts at all times.
Workflow Automation Features
Icons emulate a file room with cabinets, drawers and folders.
Define access to folders and turn the right features on or off for each person.
Scan or fax in new documents or capture from applications like Word. Link them so when you locate one, you have them all.
Know exactly what happened to each document with detailed audit trails. Ensure repeatable controlled processes coupled with an audacious audit log.
Compare values such as actual cost and target costs.
Provide notes so team members can collaborate on tasks.
Send documents securely via a web link regardless of file’s native format or size.
Annotate documents with valuable notes, highlights and more to share information.
Perform one word or complex searches, use OCR to search document contents.
View any document instantly without having the application it was created in.
Receive notifications when tasks are completed by others.
Establish quality controls to review a percentage of your team’s work.
Share documents securely via email including non-users.
Drag and drop, email, or browse your computer to upload files.
Create rules for new hires to review a higher percentage of their work.
Monitor, manage, and change in-flight tasks through administrative tools.
Ensure that vital information is entered when needed.
Automatically assign indexes via your rules.
Create special rules for escalating exceptions in your process.
Tie into existing systems to exchange information and eliminate duplicate work.
Secure and Protected.
Receive the highest security with 256 bit encryption for storage and 128 bit SSL encryption for transmission. We are the only SaaS vendor to accept total accountability for the chain of custody from time a document enters the mail room until your staff or systems accesses it programmatically. We have over a decade of experience protecting and processing sensitive information.