Document Management System

Document management is a system or process used to capture, track and store electronic documents such as PDFs, word processing files, and digital images of paper-based content.

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A flexible and efficient award-winning solution

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Behind nearly every important process are tons of documents. Documents are routed for reviews, submitted for approvals. We help automate processes.

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The burden of regulatory and compliance requirements weigh heavy in the financial services industry. Lean on our DMS for the best solution.

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Our solution has industry leading functionality and services which offer electronic document control and automation.


Compliance and Regulatory Requirements

Business records and processes that are governed by regulation must be properly managed to avoid financial liability and risk. DMS helps you manage documents and files according to the unique compliance and regulatory needs of your businesses. Document control tools allow policies and procedures to be designed and implemented for regulated content. Security maintains control over access to information in the system. Every action that occurs is recorded in an audit trail.


Document Management Web Based

With our solution, paper and electronic accounting documents are captured, making it easier to store documents, secure information, and route files in digital approval steps. This reduces errors, increases digital access, and enables faster completion. Documents are electronically managed to improve the speed and accuracy of accounting operations. Data scanned directly from paper documents can be captured and used to organize or route information to the correct people.


Document Locator Software

Our powerful document management system improves efficiency and reduces risk. With direct OS integrations and web-views in a familiar UI/UX to a regular computer file/folder system, our solution is easy to use and increases productivity.

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