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Document Workflow and Routing

There are many elements that contribute to a successful organisation. When thinking about the makeup of a company, one might not realise the importance of a holistic, seamless document and data management system. The gathering, changing routing and approvals of this unstructured information can be found in most organisations of any avenue and size, whether it be a quote, an invoice, a purchase order, a contract, reports and so on. A company would need to process and store these documents in a seamless manner, allowing for action to be taken with them, such as adding an e-signature or providing general feedback and approval.

Papertrail brings the ideal solution for the management of documents. We facilitate the easy formation of common business processes and policies by handling, storing and moving them within one easy-to-use system. Our search and document version functionality makes for hassle-free usage from a central portal, no matter the size of the organisation.  

Papertrail also provides the technology to track changes, allowing users to keep track of who has worked on the documents. The data is stored in real time, making it simple to report as and when you need to. Every person who has access to the documents can easily access them within the Papertrail portal.

What is document workflow ?

In many cases, companies use spreadsheets or documents to outline responsibilities for workflow. With Papertrail, this information is driven automatically by the following:

  • What we know about the document
  • Who initiated the process, or who interacted with the document last
  • When this document is being processed

Many existing document management solutions may appear to cover this already, but Papertrail provides a standalone service, making automated and educated decisions about your documents so that you don’t have to.

 

Save time with quick and easy access to all of your data

Search, retrieve, and send documents without ever touching a piece of paper.

Save time with quick and easy access to all of your data.

Get It Done With Us

“Improve your workflows route your documents to the right people at the right time”

Route your documents to the right people at the right time.

Be up and running with out of the box technology

Get all the set up, training, maintenance, and ongoing support your employees need to get their jobs done.

Be up and running with out of the box technology. Get all the set up, training, maintenance, and ongoing support your employees need to get their jobs done.

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.

Any Document Type

 

Capture

 

Storage and Manage

 

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

Go paperless. Make the switch today.

Where to find us

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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