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Document and Transaction Management

Document and Transaction Management

Reduce the cost of creating and managing documents while improving your operational accuracy and efficiency

Software and technology solutions that control physical file folder records, such as bar coding, document imaging, electronic forms, and workflow automation, can have a dramatic effect on your business performance.

Offering complete control of, and easy access to, your records, these solutions enable you to evaluate each document in both physical and electronic records, for customized application development around your organization’s workflow requirements.

Features and benefits include:

  • improves efficiency and accuracy in labeling file folder records
  • creates a security log of all records accessed including date, time, material accessed, and user
    prints color ‘blocks’, keyed to a primary alphabetic or numeric value (such as a name or account number) and also bar codes the unique I.D.
  • color-coding enables file folders to be quickly and accurately managed, improving file room efficiency and essentially eliminating misplaced records

 


  • automates retention management
  • allows folder locations to be searched, records requested or put on hold, all without leaving the workspace
  • streamlines business processes through eForms, electronic workflow mapping and document imaging
  • manages transition from active to inactive storage
  • uses technologies like RFID, tablet PC pen and voice-enabled data capture, XML documents, etc.

 


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