Document Workflow and Routing within organisations
There are many elements that contribute to a successful organisation. When thinking about the makeup of a company, one might not realise the importance of a holistic, seamless document and data management system. The gathering, changing routing and approvals of this unstructured information can be found in most organisations of any avenue and size, whether it be a quote, an invoice, a purchase order, a contract, reports and so on. A company would need to process and store these documents in a seamless manner, allowing for action to be taken with them, such as adding an e-signature or providing general feedback and approval.
Papertrail brings the ideal solution for the management of documents. We facilitate the easy formation of common business processes and policies by handling, storing and moving them within one easy-to-use system. Our search and document version functionality makes for hassle-free usage from a central portal, no matter the size of the organisation.
Papertrail also provides the technology to track changes, allowing users to keep track of who has worked on the documents. The data is stored in real time, making it simple to report as and when you need to. Every person who has access to the documents can easily access them within the Papertrail portal.
What is document workflow ?
In many cases, companies use spreadsheets or documents to outline responsibilities for workflow. With Papertrail, this information is driven automatically by the following:
- What we know about the document
- Who initiated the process, or who interacted with the document last
- When this document is being processed
Many existing document management solutions may appear to cover this already, but Papertrail provides a standalone service, making automated and educated decisions about your documents so that you don’t have to.
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“Improve your workflows route your documents to the right people at the right time”
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