Presentation on theme: "MANAGING YOUR BUSINESS JUST GOT EASIER WITH.... A WORKFLOW AND DOCUMENT MANAGEMENT SOFTWARE."— Presentation transcript:
MANAGING YOUR BUSINESS JUST GOT EASIER WITH.... A WORKFLOW AND DOCUMENT MANAGEMENT SOFTWARE
What is Paper-Trail ? Paper-Trail is an easy to use workflow/ document management software that helps organizations make dramatic gains in efficiency,productivity and profitability by improving the way business documents, information and processes are managed.
Convert all archives into electronic format and retrieve from a search engine that enables retrieval by Job Category, Author, Client, File Name, Last Modified Date and Date Created. Features and Benefits Paper-Trail offers an easy document management system that provides a secure, easy to use and affordable solution for organizing, managing and tracking important business documents, information and processes. Unlike traditional document managements systems that are complicated and difficult to learn and use, Paper-Trail is easy because it doesn't require you to change the way you work. Paper-Trail uses the familiar Workbasket concept for managing the Inflow and Outflow of documents while all processed documents are stored in a centralized file server on the Network. Paper-Trail Workbasket has four Trays, namely: The PENDING, PROCESSING, COMPLETED and CHECKED Workbaskets. Pursuing the paperless office with easy document management Convert all your incoming hard copy correspondence into electronic format and forward to the appropriate department for processing.
Ability to attach correspondence received and sent by Email and forward to appropriate department for processing. Open Ms Word and Excel directly from Paper-Trail and save the document generated to a central location. Paper-Trail automatically generates a ticket for every work related request raised by clients and associates every document, report, email and work carried out on the job to the Ticket. Paper-Trail comes equipped with a document Search engine and a Customer address book It replicates your filing cabinet by storing all documents and ticket raised against each client’s record. By simply accessing a client’s record and opening it via the address book search engine you can access all the work or related tickets that have been raised for the client along with all the associated emails, documents and reports that were generated. Features and Benefits
Audit Divisions, Departments and Individual by the number of tickets sent to the Pending Workbasket Versus the Number that were successfully completed. Track Quotations sent out and measure Conversion Rates by individuals, Departments and Divisions Keeps Track of Appointments and Events. Paper-Trail helps to keep you informed and reminded of upcoming events and appointments via it scrolling Notice boards. Requisitions and approvals can be done electronically. It can be accessed from an IPAD or any tablet that can access an Intranet Web Server. Features and Benefits
If you have the following questions: How can we get rid of all this paper and reduce our filing cabinets and offsite storage costs? Every version of this contract/document is different: which is the most recent version? Who was working on it last? I can find anything on Google but I can't find the proposal I wrote last month - we need an effective document Search Engine! I need a system that sends me a reminder on appointments, upcoming events and contracts up for renewal? Why can't we have electronic workflow to share our work and avoid duplication of effort? Everyone has access to my files. I want to restrict documents to only people I want to see them? Why can't office requisition and approvals be made electronically?