Storing your Documents

I believe it is extremely important to know how documents are coming into your business and knowing what available options there are, and what we can use to integrate between systems to automate the records management process, making end-to-end processes happen automatically.

PaperTrail currently supports a range of different options from

• Email Imports
• File Imports
• Scanning directly into papertrail
• API integration
• Document Generation
• Forms Technology 
• Esign

Keeping up to date with these available options can give solutions to possible struggles within your business.

For example, one of our clients uses PaperTrail to scan in their daily delivery notes, where their Financial System (ERP) sends us the Invoices for these delivery notes. PaperTrail will match the two documents together and monitor if all the delivery notes have been received. Once all the delivery notes matching an invoice have been received, PaperTrail will automatically send the documents through to our clients customers.

Maximize the value of your content with a powerful combination of a document management solution and knowing what options are available to use, opens some key business insights that might not have been available. Suddenly you have reporting options to use as an overview in specific departments or even reports to evaluate KPI and KPA performance areas.

This in effect with allow you to manage your business more effectively and reduce/eliminate level of record keeping redundancies as well as reducing cost for storage and provides accountability and timely access to information.

Written by: Jaco Fourie

Go paperless. Make the switch today.

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