Use Case
Paperless Cloud Document Management
Run a digital transformation project that makes great business sense. Eliminate paper in all forms.
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Work Efficiently From Anywhere
Enable staff and clients to access, store, manage, and share documents from secure cloud-based systems.
Save Time Through Automation
Reduce repetitive tasks, send and receive documents in batches, and automatically organize files.
Grow and Future-Proof Business
Simplify day-to-day tasks, advance projects faster, and increase client happiness and loyalty.
Deliver Better Results for Clients
- Quickly find files when you need them
- Share securely with appropriate parties
- Publish documents to client portals
- Provide 24/7 access from any location
Collect, Store, Share, and eSign with Ease
- Electronic signature capability included (no separate license)
- Sign documents yourself or send to third parties
- Support single or multiple document signing
- Security options: KBA, passwords, SMS verification
- Quick file retrieval and secure sharing
Attract More Clients and Grow
- Send quotes and proposals in seconds
- Secure portal access for post-sale workflows
- Run complex transactions through branded portals
- AML/KYC identity verification hub
- End-to-end client onboarding workflows
Streamline and Automate Workflows
- Gather multiple documents from one email
- Share one to thousands of documents easily
- Integrate with leading applications
- Assemble multi-step processes: questionnaires, payments, signing, video, verification
- Automatic notifications and templates
Maximize Security and Compliance
Bank-level security to protect your documents and data.
AES-256 Encryption
Bank-level encryption for data at rest
SSL Protection
Data encrypted in transit
GDPR & HIPAA
Compliance tools included
ISO27001 Certified
Information security management
Frequently Asked Questions
A paperless workflow is the decision to reduce or eliminate paper documents from offices, processes, and archives. It increases efficiencies, streamlines processes, and boosts productivity and satisfaction for both staff and clients.
Implement a cloud-based document storage and management system. Scan existing paper archives and new incoming documents so that most of your files exist digitally. Use folder templates and automated organization to keep everything structured.
Implement a cloud-based document management system. Digitize new and existing documents. Update policies, procedures, and workflows to prioritize digital processes. Train staff on new systems and gradually phase out paper-based processes.
Key features include boosted productivity, reduced errors, improved data safety, enhanced customer satisfaction, improved employee experience, and support for sustainability goals. Digital documents are easier to search, share, and backup.
It provides 24/7 access from any location via internet browser. You can securely share documents with staff, clients, and contractors. Automate complex processes like selling, onboarding, and brief-taking all in one platform.
Benefits include simplified daily work life, focus on value-adding activities, automation of routine tasks (saving hundreds of hours), secure file sharing replacing email, customizable folder templates, workflow automation, powerful integrations with accounting and tax applications, and reduced manual, error-prone processes.
Go Paperless Today
Work efficiently from anywhere. Save time and grow your business.
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