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Document Management Software

Managing your company’s documents is no simple feat. On average, full-time office workers handle as many as ten thousand documents per year. That’s almost forty documents per day — documents that you rely on to keep your business trending upwards. Fortunately, document management software makes it easy to capture, store, and retrieve your paperwork. IntelliChief learns your process and executes it to perfection, allowing you to archive your invoices, sales orders, contracts, procurement forms, and other important documents while mitigating erroneous actions. You can even share data to specific users across your entire organization, then delete the records when they’re no longer needed.

IntelliChief lets you:

  • Capture and save any type of business document
  • Process each document in accordance with your custom business rules
  • Search for specific files based on a broad range of criteria
  • Create custom access permissions based on each user’s role
  • Securely delete your documents at the end of their lifespan

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Say Goodbye to File Cabinets

Our document management solution gives your business the power to manage electronic and hard-copy paperwork on the same platform with ease. No more messy file cabinets, missing documents, or damaged files. With IntelliChief, all of your content is neatly organized in an electronic repository with on-demand search capabilities.

IntelliChief also lets you electronically process your content. Our document management software can automatically move your documents through configured workflows that accelerate the completion of core business processes in the most efficient manner possible. It’s an easy way to:

  • Review, approve, and leave comments on your documents
  • Route your files to various members of your organization
  • Automatically capture your content and send it to your ERP

With a single solution, you’ll have all the tools you need to transform your approach to document management.

Outdated Document Management Processes

Comprehensive Document Management Solutions for the Enterprise

IntelliChief provides comprehensive technologies for:

Document Capture and Electronic File Storage

Collect and distribute your documents as soon as you receive them to eliminate bottlenecks. Your employees can save content (including email files, attachments, and PDF data) to your archive directly from their computer. Or, for a more automated approach, IntelliChief can monitor a specific corporate email address or fax network and directly import incoming files. Once imported, these emails can be routed through your workflow as dictated by your business rules.

But what about hard-copy documents? Simply place them in a scanner and IntelliChief will take care of the rest. All of your content – regardless of the original file format – is securely saved in an electronic repository.

Document Classification, Distribution, and Content Indexing

IntelliChief helps you determine what needs to be done with each document. Optical character recognition (OCR) software “reads” the content the same way a person would. This helps allows our document management software to classify each document and move it into the appropriate processing queue. You can even create custom workflow paths for different document types, making it simple to send files to the correct user or department.

At the same time, each document’s unique data is collected, indexed, and sent to your ERP. This lets you process your information more accurately and ensures real-time updates across each of your business systems.

Document Search and File Retrieval

With IntelliChief, users can look up any document, at any time, and from any location. With mobile and browser-based access capabilities, employees don’t need to have access to their local network or search through a filing cabinet for a specific record. Multiple users can even access the same document simultaneously.

Our software lets you search for stored documents using any common criteria. You don’t have to know the full document name, either. Full-text search lets you locate records using any of the information that was collected during the indexing process. For instance, you can search for an invoice using the supplier name or purchase order number.

To keep your information secure, IntelliChief lets you easily control who can access or modify your content. You can temporarily redact sensitive information and change permissions at any time to restrict access as the need arises.

Workflow Automation

Our document management software can also simplify the most time-intensive aspects of your business. With custom processing paths for procure to pay and order to cash documents, you can:

  • Automatically process sales orders
  • Automatically match invoices to purchase orders and receipts
  • Access each customer’s entire order history in seconds
  • Easily code and approve your non-PO invoices
  • Quickly collect and organize transactional files for an AP audit
  • Instantly send employment applications to the corresponding hiring manager

Each modification is saved and synced in real-time — which means that users can easily collaborate with coworkers in other departments or physical office locations.  No more hard-to-follow email chains or wondering about the status of each project — you have complete visibility into each document-driven workflow, giving you the unique ability to identify and correct time-consuming delays.

Transforming Your Business With Document Management Software

Your company likely deals with hundreds, if not thousands, of documents every day. Many of these documents contain information that needs to be processed immediately. Unfortunately, far too many documents end up being overlooked as the result of a faulty document management process. So, what does that mean for your business? High-priority projects end up delayed, missed deadlines lead to penalties and fees, and high-value professional relationships are damaged — sometimes to the point of no return.

With document management software, your entire business can become more efficient. You gain complete visibility into every document-based workflow. You don’t have to face the financial impact of missed deadlines. You spend less on printer paper, ink, and document storage. And because your employees don’t have to waste their time on administrative paperwork, your core business processes become faster and less expensive. Instead of searching for content or processing data, your best contributors can build relationships, develop solutions for your most pressing challenges, and help you improve your business.

Learn More About IntelliChief’s Electronic Document Management Software and Workflow Automation Tools

At IntelliChief, we make it easy to go paperless. Our solutions can integrate with any ERP and provide innumerable configurations to align with your particular business practices — no matter how nuanced or rooted in tradition. IntelliChief’s document management software can be applied to any department across your business. You can even connect it with multiple technologies, allowing you to expand and scale without limitations.

Our experts are here to help you find the approach that makes the most sense for your business. IntelliChief Professional Services can help you review your needs and suggest the most suitable options to help you better understand what document management software can do for your business.

To learn more about how document management software can help your business streamline workflows and cut down on errors, contact us today. Or to see how other companies have transformed their businesses with Enterprise Content Management, visit our Resource Library for a complete collection of case studies, white papers, and more.