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.
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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.
Powerful Enterprise Content Management
Spend less time managing paper and more time managing processes.
Automate business operations ensuring compliance and increase efficiency
Customisable workflows and powerful form capability
Allocate incoming correspondence to initiate business procedure
Collect critical data for customised reports and intelligent searching
Easily manage permission structures allowing limited access to sensitive information
IOS and Android compatibility
Electronically sign and send documents
Signature compliance in terms of both ECT Act and POPI
Tight integration to MS Office and Outlook
Customised third party system integration
Go paperless. Make the switch today.
Where to find us
For support: support@egis-software.com | For sales: sales@egis-software.com
138 Athol Street,
Highlands North,
2192
Tel: 011 880 4411
Unit 5,
10 Park Lane, Grosvenor Square,
Century City, Cape Town
Tel: 021 913 1221
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59 Aberdare drive, Industrial Park, Phoenix, Durban, 4051
Tel: 031 508 1520
Empower Suites, 8th Floor, Block A, The Octagon, Barnes Road, Central Accra, Ghana
Tel: +233 261 878 023
23 Piwakawaka Court, Rototuna, Hamilton, New Zealand 3210
Tel: +64 (0)21 646 767 OR
+64 (0) 2239 27507
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