Docassist

Docassist

Automate document approval processes


Centralize documents and automate approval process around proposals, contracts, and other paper-intensive processes. Synch documents to and from SugarCRM to Docassist's cloud document management and business process automation platform.

Features and Benefits

Multiple capture mechanisms

- Scan using your current scanners - Email documents directly into system - “Print” from an open document to Docassist - Upload from Docassist

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Index and Search

Indexing creates metadata and structured data for each document - Creates metadata useful for searches - Utilizes drop-down menus of attributes from integrated business applications - Enter key data while looking at document in the Embedded Viewer - Keywords, attributes, workflow status, or tags to search indexed text - See related documents together

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Automated Data Entry (OCR)

Key attributes are entered automatically using OCR technology. Eliminate manual data entry, saving time and money.

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Workflows

Rules-based workflows to manage and control approval process: - Send documents to a folder to trigger workflow based on rules related to Document Type, Values, Origin etc. - Automatically send email notifications at each level from arrival of documents to approvals/rejections - Process improvement and monitoring through Business Intelligence dashboard - Audit trail of all actions taken

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DETAILS
Version Compatibility

Multiple capture mechanisms

- Scan using your current scanners - Email documents directly into system - “Print” from an open document to Docassist - Upload from Docassist

Index and Search

Indexing creates metadata and structured data for each document - Creates metadata useful for searches - Utilizes drop-down menus of attributes from integrated business applications - Enter key data while looking at document in the Embedded Viewer - Keywords, attributes, workflow status, or tags to search indexed text - See related documents together

Automated Data Entry (OCR)

Key attributes are entered automatically using OCR technology. Eliminate manual data entry, saving time and money.

Workflows

Rules-based workflows to manage and control approval process: - Send documents to a folder to trigger workflow based on rules related to Document Type, Values, Origin etc. - Automatically send email notifications at each level from arrival of documents to approvals/rejections - Process improvement and monitoring through Business Intelligence dashboard - Audit trail of all actions taken

Sugar Integration

Synchronize data to eliminate manual and dual data entry and extend the power of Sugar and other business applications. Have documents available to help make business decisions. View audit trail and approval history with document rather than just a static PDF attachment.

Save time getting approvals

Rules-based workflows ensure that every document is automatically routed for the appropriate approvals. Documents are easily tracked and reminders automatically sent out saving the sales team valuable time on administrative tasks.

Easily find documents

Never lose a contract or updated version again! Cloud accessibility, version control, robust search capabilities, automatic indexing, and centralization of all documents means you save valuable time spent searching and can use it instead to focus more on selling!

Eliminate manual data entry

The last thing you want to do during the sales process is spend time tagging documents so that you can find them later. Let our OCR technology automatically enter in data for you so you aren't wasting time keying data into fields and tagging documents when you could be taking care of other tasks!

Support

Phone Support:
Support Email:
Support Knowledge Base:

Terms & Conditions

Terms of Service: http://www.Docassist.us/legal/terms/
Privacy Policy: http://www.Docassist.us/legal/privacy/

Business Intelligence DashboardBusiness Intelligence Dashboard
View Contracts with related meta-data and approval historyView Contracts with related meta-data and approval history
Dashboard of all documents in DocassistDashboard of all documents in Docassist

Resources

Please where we're going to have PDF and what not

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