Form Creation Tool For Capturing and On Boarding of Clients

Increase efficiency in the client on boarding process.

Using our unique form creation tool, PaperTrail manages the Capturing and On Boarding of new clients. Our smart solution validates input and improves efficiency in the capturing of new clientele. Each client record is searchable, unique and auditable. Data obtained by the capture process is easily passed onto back end systems securely.
Changing client information has never been easier with our API Integration. The process ensures that all key information is inputted where needed and sent to the relevant departments for authorisation.

 

 

Form Creation Tool For Capturing and On Boarding of Clients
Onsite Demo
phone e1528451150526

Losing data because of poor filing?

You need a system that keeps every document in its place.
PaperTrail is a powerful electronic document management system that
supports and organises your critical business processes.
document

Any Document Type

 
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Capture

 
search

Storage and Manage

 
cloud

Share

 

Powerful Enterprise Content Management

Spend less time managing paper and more time managing processes.
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Automate business operations ensuring compliance and increase efficiency
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Customisable workflows and powerful form capability
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Allocate incoming correspondence to initiate business procedure
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Collect critical data for customised reports and intelligent searching
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Easily manage permission structures allowing limited access to sensitive information
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IOS and Android compatibility
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Electronically sign and send documents
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Signature compliance in terms of both ECT Act and POPI
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Tight integration to MS Office and Outlook
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Customised third party system integration
enterprise
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Go paperless. Make the switch today.

Onsite Demo

Where to find us

For support: support@egis-software.com | For sales: sales@egis-software.com

Johannesburg Office

138 Athol Street,
Highlands North,
2192
Tel: 011 880 4411

Cape Town Office

Unit 5,
10 Park Lane, Grosvenor Square,
Century City, Cape Town
Tel: 021 913 1221

Durban Office

59 Aberdare drive, Industrial Park, Phoenix, Durban, 4051
Tel: 031 508 1520

Ghana Office

Empower Suites, 8th Floor, Block A, The Octagon, Barnes Road, Central Accra, Ghana
Tel: +233 261 878 023

New Zealand Office

23 Piwakawaka Court, Rototuna, Hamilton, New Zealand 3210
Tel: +64 (0)21 646 767 OR
+64 (0) 2239 27507

 

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