Menu

Document management system

A document management system that automated the processing of outgoing, incoming, internal documents, and orders and minutes as well

Functional capabilities

  • Incoming documents: processing of the incoming correspondence, reviewing, execution (answering), execution control 
  • Outgoing documents: processing of the outgoing correspondence, linking with the incoming document, approval and signing, support of document templates 
  • Internal documents: internal mailing, request processing, personnel documents, service notes, internal regulatory documents, etc. 
  • Minutes: processing of conferences, meetings, agreements, designing of question lists and decisions, approval and signing, support of document templates, execution, control of execution 
  • Employee’s personal account: a unified aggregation of tasks, documents, external sources links, business process catalogues 
  • Flexible configuring of document templates with the possibility of the automated filling with information from the document card 
  • A designer of approval, signing, and executing routes, with configuring execution control (including cyclic) 
  • Management and monitoring of the document lifecycle: creation, storage, file attachments, registration, approval, editing, signing, execution, archiving, transfer, versioning, etc.
  • HR module 
  • Employee assistance: manager-assistant and manager-substitute
  • Document approval: parallel, sequential, mixed 
  • Extended document search 
  • Enhanced access security measures – two-factor user authentication 

For more about all softXspace Business capabilities follow the link

Implementation results 

  • Financial costs for the paper document flow are reduced and time on document processing is decreased 
  • The time for approval and signing of documents is reduced from 2-3 weeks to 1 hour
  • Issues with data leaks are excluded due to the reliable storage of documents, including in the cloud 
  • Risks of mistakes while working on documents are minimized due to the standardization of all working procedures 
  • 100% fulfillment of assignments due to monitoring deadlines and timely performance of work duties
  • The convenient work of the bank experts in the system due to the clear and intuitive interface
Website

  • bank-portal.com.ua

Industry
Products and services
Country

  • Ukraine

Similar cases

Electronic document management system

December, 2022

An electronic document management system that automates outgoing, incoming, internal documents, as well as contracts in the Group of companies. The project implements an individual process the process of contract automation, which automates of work of business contracts

Learn more
Electronic document management system

December, 2022

Ensuring the automation of document flow processes at the enterprise, improving management functions. The softXspace Business system has been introduced. It consists of modules: Office work, Calendar of events, Personnel, Personal reception, a module for negotiating contracts

Learn more
Electronic document management system

December, 2022

A system that automates outgoing, incoming, internal documents, as well as orders and protocols. Within the framework of the project, an individual procurement process has been implemented, which automates the work with business contracts of the bank – preparation, approval of the application, consideration and approval of the application by the Tender Committee, preparation of the contract, invoices for payment, control of implementation

Learn more

soft Xpansion is an international company with more than 25 years of experience in the development and implementation of software products

Join us
Contact us