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Description
Customers can submit their documents through various methods and track their status in real-time. The system automatically categorizes incoming documents to ensure quick processing. With efficient document management tools and immediate customer feedback, tasks can be completed more swiftly. Once documents are submitted, customers are notified of their processing status. You can easily search for documents by client, submission date, or current status. Additionally, customers can access their documents securely, review past versions, and monitor any changes made. They can send documents, capture images, or forward emails from any device with ease. All incoming documents are compiled into a single, actionable list for better organization. Searching for documents is streamlined by allowing queries based on client, date, or status. A simple click enables users to scan and send documents directly from their smartphones. Each customer is assigned a unique email address for seamless document forwarding. Moreover, a secure customer portal is available, allowing quick access to important documents and enhancing user experience. Overall, this system not only simplifies document handling but also fosters better communication with customers.
Description
Tailored document management solutions to suit your organization's needs. Allocate less time to handling physical documents and more time to driving your business forward. Experience the convenience of swift access to all your information. Effortlessly search, retrieve, and share files without the hassle of paper. Ensure timely document routing to the appropriate individuals. Get started quickly with ready-to-use technology. Receive comprehensive setup, training, maintenance, and continuous support to empower your team. A reliable system is essential for keeping documents organized. PaperTrail is a robust electronic document management system that efficiently supports and streamlines your vital business processes. Reduce the time spent on paperwork and enhance your focus on process management. Automate operations to ensure compliance while boosting overall efficiency. With customizable workflows and advanced form capabilities, you can route incoming documents to kickstart necessary procedures. Gather essential information for tailored reporting and intelligent searches to make informed decisions. This solution not only simplifies document handling but also transforms the way you manage your business operations.
API Access
Has API
API Access
Has API
Integrations
Google Cloud Platform
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft SharePoint
Integrations
Google Cloud Platform
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft SharePoint
Pricing Details
$89 per 3 users per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ImportFeed
Founded
2019
Country
Israel
Website
www.importfeed.com
Vendor Details
Company Name
Egis Software
Founded
1993
Country
South Africa
Website
www.papertrail.co.za/
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
