PaperTrail Portal for 3rd Party Access
PaperTrail software has the ability to provide a portal Interface that allows 3rd party to access your records in a controlled and audible way.
3rd Parties are able to directly access documentation for use in their own processes. These documents are easily searchable and available for view and downloads. Where required, linked/associated documents can be downloaded in 1 ‘zip’ file or these records can be merged into 1 pdf.
Some documents that could be made available using: PaperTrail Portal
- Debtor Invoices
- Orders
- Credit Notes
- Statements
By granting access directly to these records, clients could realise an increase in the turnaround time from the time of invoicing to the payment date by your customers. This decreases your ‘outstanding debtors report’ and directly impacts your Bottom Line.
PaperTrail Portal reduces the need to print and distribute documents manually
Access control can be implemented using various methods available. These controls give you confidence when granting access to your 3rd Party.
Query Handling of documents in the Portal can also be managed with the use of Workflows. This further reduces any delays in payments by your customers and queries can be easily rectified and resolved by your team.
For Clients that would prefer not to allow access or ‘publish’ their own PaperTrail Environment, hosted and replicated solutions can be implemented to allow access to these Records.
Strong audit and user privileges make this solution easy to manage, control and report on.
PaperTrail portal reduces the need to print and distribute documents Manually
There are many reasons why an organization needs to deploy a PaperTrail Portal.
Some of these include:
- Reduce the Reliance on paper
- Reduce Distribution Costs
- Improve Overall Office Efficiency
- Easy access to information and Documents
- Safe and Secure
- Quick Search
Written by: Gabriella Aglioti
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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.
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