Working Remotely using PaperTrail
Out of these times of crisis and uncertainty comes a good news story about the benefit of a digital document management solution like PaperTrail.
A large insurance group approached PaperTrail with a problem that they had with a manual paper-based payment authorization process. The paper process was very slow and inefficient and costly in terms of printing and time wasted walking around from person to person to approve and sign payment requisitions etc.
The team at PaperTrail working with the client designed and developed a complex totally paperless electronic authorization process eliminating the need to printing and wasting time walking around the office looking for the cost center head and accounts to sign off the approvals.
Due to the Covid-19 shutdown and all staff members needing to work remotely with the PaperTrail electronic payment solution the client would have not been able to approve and pay suppliers. With Papertrail in place payments and authorization carry on as usual.
PaperTrail offers cloud document management solutions including e-Sign solutions suitable for any business. There are numerous ways electronic signatures can streamline and accelerate the contract process:
A digital signature is good for the life of the contract, doing away with repetitive signing.
Negotiations can be accelerated because each step in the process is authenticated and easily accessed by all parties, so critical issues can be flagged and tracked until final execution.
Even if the parties are geographically diverse, signatures are done electronically so there is no delay in updating or executing contracts.
Written by: Jeremy Young
Cape Town Regional Manager
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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
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