Document collection and preparation
Documents can be collected from designated locations prior to scanning or forwarded to a defined mailbox or location for pick-up. The documents are then prepared for scanning, removed from envelopes, removal of staples and collated by document type.
This means your organisation doesn’t even need to manage the paper if you don’t want to and the documents can be digitized and received by your organisation electronically removing several manual steps within a process.
Document validation and workflow
Once the documents have been scanned and loaded into the digitization environment data is captured based on the requirements associated with the document and validated against a set of business or process rules.
Validation failures allows a document to be manually managed for re-processing or in some circumstances shared back to the initiator for rectification and re-sending.
All documents are indexed based on the defined indexing criterion and document type and the PDF images of the hard copy documents are made available online.
Full audit trails
All documents within the B2BE digitization environment have a full audit trail from document receipt through processing and finally transmission as an electronic file into your businesses environment. Audit trails are available online and are linked to the documents.
Online document access and availability
All documents managed through the digitization process are indexed so they’re made available online for retrieval and viewing in an easy to manage PDF format.
All documents are indexed based on the retrieval requirements and access is based on a user’s permissions and access levels so sensitive documents are not shared with the wrong staff or trading partners.