Automate Document Routing to Streamline Business Processes

Streamline and secure your business operations by electronically routing documents to employees, automatically alert them of new or pending work assignments, and track document progress step-by-step using our secured online application – eRecords.

Automate Document Routing

  • Automate Document Routing to Streamline Business Processes
  • WorkFlow, a built-in component of our eRecords online SaaS application, is a business process management tool. WorkFlow enables businesses to fully automate business procedures, such as Accounts Payable/Receivable, by automatically routing documents to the appropriate staff – all while tracking the process and alerting users of new work assignments.
  • Respond to customer requests quickly with prioritized work queues and time-sensitive alerts.
  • Improve your effiency and customer service levels by having instant “on-screen” knowledge of the status of payments, loan applications, approvals, etc.
  • Use the security, scalability and reliability of eRecords – our online ECM system – to reduce your costs by creating a highly efficent business process environment.

Enhance Security and Compliance

  • Provide documented evidence of compliant procedures with detailed audit reports.
  • Monitor compliance by tracking live document progress.
  • Ensure procedures are completed within set timeframes by receiving alerts showing stalled or inactive documents.
  • Eliminate lost paperwork!

Sign Up, and Sign On!

Document Workflow is available today on our online Document Management Solution – eRecords.

  • No expensive hardware to purchase, install, and maintain.
  • No software or operating systems to support and upgrade.
  • All Customer data is duplicated, backed up, and protected in multiple physical secured locations.