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PaperTrail Portal for 3rd Party Access

 

PaperTrail software has the ability to provide a portal Interface that allows 3rd party to access your records in a controlled and audible way.

3rd Parties are able to directly access documentation for use in their own processes. These documents are easily searchable and available for view and downloads.  Where required, linked/associated documents can be downloaded in 1 ‘zip’ file or these records can be merged into 1 pdf.

Some documents that could be made available using: PaperTrail Portal

  • Debtor Invoices
  • Orders
  • Credit Notes
  • Statements 

By granting access directly to these records, clients could realise an increase in the turnaround time from the time of invoicing to the payment date by your customers.  This decreases your ‘outstanding debtors report’ and directly impacts your Bottom Line.  

PaperTrail Portal reduces the need to print and distribute documents manually

Access control can be implemented using various methods available.  These controls give you confidence when granting access to your 3rd Party.

Query Handling of documents in the Portal can also be managed with the use of Workflows.  This further reduces any delays in payments by your customers and queries can be easily rectified and resolved by your team.

For Clients that would prefer not to allow access or ‘publish’ their own PaperTrail Environment, hosted and replicated solutions can be implemented to allow access to these Records.

Strong audit and user privileges make this solution easy to manage, control and report on.

PaperTrail portal reduces the need to print and distribute documents Manually

There are many reasons why an organization needs to deploy a PaperTrail Portal.

Some of these include:

    • Reduce the Reliance on paper
    • Reduce Distribution Costs
    • Improve Overall Office Efficiency
    • Easy access to information and Documents
    • Safe and Secure
    • Quick Search

Written by: Gabriella Aglioti

 

Electronic Signatures For Documents
Onsite Demo

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.

Any Document Type

 

Capture

 

Storage and Manage

 

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Powerful Enterprise Content Management

Spend less time managing paper and more time managing processes.
N
Automate business operations ensuring compliance and increase efficiency
N
Customisable workflows and powerful form capability
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Allocate incoming correspondence to initiate business procedure
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Collect critical data for customised reports and intelligent searching
N
Easily manage permission structures allowing limited access to sensitive information
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IOS and Android compatibility
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Electronically sign and send documents
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Signature compliance in terms of both ECT Act and POPI
N
Tight integration to MS Office and Outlook
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Customised third party system integration

Go paperless. Make the switch today.

Onsite Demo

Where to find us

For support: support@egis-software.com | For sales: sales@egis-software.com

Johannesburg Office

138 Athol Street,
Highlands North,
2192
Tel: 011 880 4411

Cape Town Office

Unit 5,
10 Park Lane, Grosvenor Square,
Century City, Cape Town
Tel: 021 913 1221

Durban Office

59 Aberdare drive, Industrial Park, Phoenix, Durban, 4051
Tel: 031 508 1520

Ghana Office

Empower Suites, 8th Floor, Block A, The Octagon, Barnes Road, Central Accra, Ghana
Tel: +233 261 878 023

New Zealand Office

23 Piwakawaka Court, Rototuna, Hamilton, New Zealand 3210
Tel: +64 (0)21 646 767 OR
+64 (0) 2239 27507

 

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