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Electronic document management system

A system that automates outgoing, incoming, internal documents, as well as orders and protocols, uniting 500 employees

Functionality

  • Access to the personal account of the employee: aggregation of tasks, documents, links to external resources, catalog of business processes
  • Internal documents: internal correspondence, application processing, personnel documents, memoranda, internal regulatory documents, etc. 
  • Constructor of routes for approval, signing and execution of documents, settings of control of execution (including cyclic) 
  • Support for document templates, collaboration capabilities on a document project 
  • Orders and orders: approval and signing, support of document templates, execution, control of execution, familiarization

    Incoming documents: processing of incoming correspondence, consideration, execution (preparation of a response), control of execution 
  • Outgoing documents: processing of outgoing correspondence, communication with an incoming document, approval and signing, support for document templates 
  • Management and control of the life cycle of documents: creating, storing, editing, adding files, version control, registration, approval, signing, execution, archiving, transfer, etc.
  • Document coordination: parallel, sequential, mixed 
  • Search for documents, incl. taking into account morphology 

Implementation results

  • The main office work processes have been automated 
  • Routine work by employees has been accelerated 
  • The risks of errors when working with documents have been minimized 
  • The executive discipline has been increased 
  • Within the framework of the project, integration with the bank’s personnel system and CRM system was provided

Website
Industry
Products and Services
Country

  • Ukraine

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