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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

 

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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