Docassist

ORGANIZE, AUTOMATE, AND CONNECT IN THE CLOUD

  • The Docassist cloud platform makes it easy for your organization to transform mountains of paper, electronic files, and data into a single, secure, scalable, and always available source of business documents and information.

    Your organization can operate as a truly connected, efficient, and innovative workplace using Docassist. Harness the power of document management and secure cloud delivery to optimize your business processes

OPTIMIZE ANY PROCESS

AUTOMATED INDEXING

Transform your content into smart documents

Automatically identify what is printed on documents or data within files; collect and save this information in the cloud.

  • Optical Character Recognition (OCR) – make documents searchable
  • Zonal OCR – create templates defining zones of identifying information
  • Barcode Capture – utilize barcodes to automate data entry

ADVANCED WORKFLOW

Make your documents work for you

Replicate manual processes into electronic workflows while achieving dramatic improvements in efficiency, accountability, and compliance.

  • Easily move existing processes into powerful Docassist workflows
  • Automatically route documents to the right people at the right time
  • Use dashboards to monitor, track, and manage workflows

INTEGRATION

Extend the power of Docassist to your other business systems

Share data with other business applications such as ERP, CRM, and HRMS.

  • Eliminate dual entry of data
  • Easily sync data between Docassist and your business applications
  • Centralize critical documents and information into a secure platform you can access from anywhere

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Features

  • Document Capture – With Scanner integration
  • Automated Workflows – Automate repetitive business processes that involve the movement of information and multiple touch-points
  • Automated Indexing – Automatically scan and retrieve information stored in barcodes and specific Zones on your document.
  • Application Integration – With your ERP/CRM (Microsoft/SAP/Salesforce/NetSuite/Sage/etc.).
  • Intelligent Zonal Scan – Automatically capturing data from your document.
  • Document-level Security and Audit Trails – Restrict access based on geo, role, department, etc.
  • Email Notifications – When a document has arrived for processing or if it moved through a workflow.

 

Resources