Get to know how we enable efficient handling of various document types, offering different functionalities with validation process enabling data accuracy.

Digital Document Management System: Empowering Efficient Document Handling

The Digital Document Management System offers complete control over diverse document types received for investment funds and other administered entities. It provides the following features:

1. Users can directly upload received documents to the platform.
2. Any user, including those in a back-office role, can organize and assign documents to relevant entities.
3. Users can share documents with external parties by sending links, facilitating automatic sorting.
4. A validation process by a second user ensures the accuracy of inserted data in each document.
5. Documents can undergo workflow processes for appropriate handling.
6. Integration with MS Online and DocuSign enables users to edit and sign documents through the platform, saving significant time in processing and transferring documents across platforms.
7. Powered by Document AI by Google, the module intelligently reads and automatically stores data for further processing, enhancing overall efficiency.