PaperTrail is a comprehensive electronic document management system (EDMS) designed to streamline business processes by automating document storage, retrieval, and workflow management. It offers a secure, centralized repository accessible from anywhere, enabling efficient organization and sharing of electronic and scanned documents among employees and clients. With flexible folder structures and collaboration features, PaperTrail enhances productivity and ensures compliance with regulatory standards.
Key Features and Functionality:
- Storage and Retrieval: Securely store all electronic and scanned documents in an easily accessible repository, facilitating quick organization and sharing.
- Routing and Workflow: Automate document routing and establish rule-based workflows to expedite processing and ensure documents reach the appropriate personnel efficiently.
- Group Email Management: Import emails from servers like Microsoft Exchange and distribute them among team members, streamlining email processing and tracking all correspondence within the system.
- eForms: Automate data collection and approval processes with customizable electronic forms, supporting electronic and biometric signatures, automated calculations, and validations to reduce paperwork and accelerate approval cycles.
- Bulk Capture and OCR: Automate bulk and online data capture with optical character recognition (OCR), enabling accurate form and barcode recognition and creating fully text-searchable scanned PDF images.
- Records Management: Maintain electronic records in compliance with government and corporate regulations, managing retention periods, disposal instructions, and ensuring adherence to standards.
- Electronic Signatures: Implement various electronic signature types, including ordinary, digital, biometric, and advanced electronic signatures, to sign and seal key documents securely.
- Cloud or On-Premise Deployment: Choose between cloud-based or on-premise deployment options to meet specific availability and operational requirements.
Primary Value and Solutions Provided:
PaperTrail addresses the challenges of managing large volumes of documents by providing a centralized, secure platform that enhances efficiency, ensures compliance, and reduces reliance on paper-based processes. By automating workflows, facilitating seamless collaboration, and offering robust security features, PaperTrail enables organizations to focus on core business activities while maintaining control over their document management needs.
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Egis SoftwareDiscussions
PaperTrail CommunityOverview by
Yoni Lazarus (Manager)
