Electronic document workflow allows you to eliminate paper circulation, but also minimize the cost of handling physical correspondence and automate the process. The system consists of several modules, combined into one coherent workflow, which we can additionally integrate with other field systems of the Client.
Registration of incoming correspondence involves classification of the document, its physical registration and assignment of the correspondence to its owner – the person / organizational unit to whose approval (or simply message) the document will go in the next step.
Outgoing correspondence records are designed to catalog everything that leaves the company. Each shipment is registered in the system, along with information about the means of communication through which it is sent. It is possible to automatically create mailing lists, including in electronic form, such as EKD of the Polish Post or integration with courier platforms.
The task of the module is to catalog incoming and outgoing correspondence for paper versions of documents in coherently described binders. Each of them is registered in the system and labeled with an appropriate description of the contents and also with a dedicated barcode. The link between a document and a binder is visible in the system on both sides – calling up a document allows viewing information about the binder to which it is assigned, and vice versa – calling up a binder also displays information about all the documents in it.
Each of the incoming and outgoing documents can be linked to other already registered documents and can also be assigned to contractors, categories, ongoing cases, etc.