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Electronic document management system

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

Functionality 

  • Internal documents: internal correspondence, application processing, personnel documents, memoranda, internal regulatory documents, etc. 
  • Access to the personal account of the employee: aggregation of tasks, documents, links to external resources, catalog of business processes 
  • Flexible configuration of document templates with the ability to automatically fill in information from the document card 
  • 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
  • Work with administrative documents: approval and signing, support of document templates, execution, control of execution, familiarization 
  • Protocols: processing of meetings, meetings, agreements, formation of questions and decisions, approval and signing, support of document templates, execution, control of execution 
  • Incoming documents: processing of incoming correspondence, consideration, execution (preparation of a response), control of execution, bar coding support
  • Outgoing documents: processing of outgoing correspondence, communication with an incoming document, approval and signing, support for document templates 
  • Personnel module 
  • Management and control of the life cycle of documents: creating, storing, editing, adding files, version control, registration, approval, signing, execution, archiving, transfer, etc. 
  • Substitution of an employee: manager – assistant and manager – deputy 
  • Document negotiation: parallel, sequential, mixed 
  • Advanced document search


Implementation results 

The main processes of office work have been automated, the execution of routine work by employees has been accelerated, the risks of errors when working with documents have been minimized, and the executive discipline has been increased

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