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[TABS_R id=207519]

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 efficiencyCustomisable workflows and powerful form capabilityAllocate incoming correspondence to initiate business procedureCollect critical data for customised reports and intelligent searchingEasily manage permission structures allowing limited access to sensitive informationIOS and Android compatibilityElectronically sign and send documentsSignature compliance in terms of both ECT Act and POPITight integration to MS Office and OutlookCustomised 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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