Capture, manage and retrieve company files and documents more efficiently with Dokumentive’s enterprise content management (ECM) software, e-Doc360. Learn the features and business applications. https://dokumentive.com/automation-solutions/

1. e-Doc360
Enterprise Content Management Solution
Capture, manage and retrieve company files and documents
more efficiently with Dokumentive’s enterprise content
management (ECM) software, e-Doc360.
e-Doc360 creates streamlined business processes by delivering
the tools to handle documents, invoices, contracts, orders,
images, cases, and any type of content digitally with minimal
intervention. Several modules are available:
Improve your organization’s efficiency with a document
management software that utilizes workflow automation to
create collaborative spaces and provide key information to the
right users at the right time with enterprise-class search,
offering a new way of working and enhancing business
processes.
Contact us for a free demo of e-Doc360 and visit our website at
www.dokumentive.com to learn more and view all of our
solutions.
Enterprise Content Management
ERP
ECM
✓
OCR
Records
Management
Documents
Management
Accounts Payable
Automation
Accounts Receivable
Automation
HR
Automation
Case
Management
Logistics
automation
Contracts
Management
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2. Search and filter documents, assets and
media with advanced search capabilities
using keywords, metadata and more.
Fast Search and Easy Accessibility
Import and export all types of files and
metadata at the touch of a button with
built-in drag-and-drop support.
Import/Export
Manage several versions of a content item
without applying locks or duplicating data,
keep track of document changes and
access archived files.
Versioning and Archiving
Plan, collaborate, assess and coordinate
multi-user processes automatically and
set deadlines for open cases.
Case Management
Instantly preview data and documents by
hovering over them. Quickly navigate and
edit in Microsoft applications, building
better projects and collaborative spaces.
File Preview/Online Editing
Collaborate on documents with multiple
users at the same time while adding
annotations, reviews, comments and
approvals.
Collaboration
Automate internal processes to reduce
non-value tasks by specifying a series of
conditions and actions.
Process Automation
Grant access to select files, folders and
assets based on the user’s role and group
permissions.
Users, Roles and Access
Management
Convert unstructured text to structured
data and automatically add descriptive
metadata using keywords and custom
fields.
Structured Data
Automate business processes such as
documents & assets and route projects to
certain users for approval to drive
efficiency and streamline manual
activities.
Workflow Management
Complete tasks and collaborate with your
team in a fast and reliable way on a
high-performance system uptime.
Performance and Reliability
Navigate content and all media items with
visual file hierarchies and customizable
thumbnail/list display.
Organizational Interface
+ 1 647 939 2128 customers@dokumentive.com
Capture, Manage, Share, Preserve and Store content
Features

3. + 1 647 939 2128 customers@dokumentive.com
Capture, Manage, Share, Preserve and Store content
Business Applications
Accounts Payable Automation Accounts Receivable Automation
Receive electronic or paper-based invoices,
capture invoice data automatically, match
invoices to contracts and purchase orders,
and approve invoices with automated
workflows to gain higher spend visibility (via
advanced reporting), reduced operating
costs and improved supplier satisfaction.
Gain online access to invoices, statuses of
invoices and downloadable data ensuring
payment is paid as soon as possible.
Digitize any support document to invoices
such as bills of lading, proofs of delivery, tear
sheets, timesheets and contracts to improve
DSO, maximize revenue and gain instant
insight into AR.
Contract Management Case Management
Generate customized contracts in seconds,
track contract history and changes with any
status update, and monitor expiry dates
automatically on e-Doc360 using
notifications. Review and verify documents
with digital signatures and automated
workflows to save significant administrative
time and costs.
Manage support case details and insurance
claims including notes, appointments and
scheduling, assign cases automatically to
team members, route cases to authorized
users and respond to customers instantly.
Case workers can record notes, manage
tasks and move cases efficiently within
e-Doc360 for improved productivity and
case outcomes.
Customers Documentation Records Management
Streamline your sales process and
collection and gain access to a complete
CRM solution, such as Salesforce, that
seamlessly integrates with e-Doc360. Any
type of customer documentation including
contracts, orders and packing slips can be
captured, organized and managed for easy
retrieval using e-Doc360.
Capture, store and identify different types of
records, preserve records efficiently
throughout their lifecycle, and manage
document retention and disposal
automatically to ensure easy access to data,
improved organizational efficiency and
enhanced peer collaboration. With
e-Doc360, peer collaboration is enhanced,
storage and archiving costs are optimized
and information is securely managed.
HR Automation Digital Mail Management
Automate HR processes including
employees’ contracts, leave requests,
timesheets, performance appraisals,
employee onboarding and expense claims to
boost productivity and improve employee
engagement.
Gain instant access to HR files and
documents, streamline employee
onboarding process and improve
collaboration among internal and external
peers using e-Doc360.
Eliminate the time-consuming process of
manually sorting, filing and storing incoming
mail with e-Doc360.Scan mail, process mail
documents, from letters to billing
statements, digitally and keep track of
responses with automated notifications for
increased efficiency and lower processing
costs.
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4. + 1 647 939 2128 customers@dokumentive.com
Capture, Manage, Share, Preserve and Store content
Industry Applications
Procurement Insurance
Create, manage and approve purchase
requests, evaluate proposals, analyze
procurement information and gain greater
procurement visibility with e-Doc360.
Digitize all procurement documents
including RFPs, contracts, purchase orders
and invoices to better manage spending and
reduce cycle times.
Digitize procurement and customer follow-
up processes including applications, policy,
billing, claims and underwriting to speed up
customer onboarding, automate claim
procedures and simplify renewals.
Legal Logistics
Capture data and relevant information from
various types of documents, collaborate on
cases using comments and gain instant
access to legal documents. With e-Doc360,
legal teams can manage cases, easily
access information, and automate reporting
and accounting activities to improve
productivity and increase billable hours.
Automate all logistics processes including
booking, loading, unloading, delivery and
fleet management with e-Doc360. Digitize
all shipping documents and forms including
waybills, commercial invoices, proofs of
delivery and load sheets for better
communication and collaboration in the
supply chain.
Government K-12 Education
Easily manage, secure and extract data
from different governmental documents
including parking tickets, contracts, census
forms, surveys and social applications with
e-Doc360. Analyze unstructured data such
as claims to eliminate processing errors,
increase efficiency, and improve citizen
satisfaction.
Automatically capture, manage and store
student files, staff paperwork and incident
reports on e-Doc360. Utilize electronic
forms, workflow automation and secure
records to gain instant access to information
and maximize educational time.
Accounting and Finance Health Care
Replace the manual data processing of
receipts, invoices and documents with
automated AP and AR functions while
gaining online access to operational and
financial reporting for increased traceability,
accounting visibility and improved supplier
relations.
Capture data automatically using advanced
barcode functionalities to streamline
document management and health care
processes. Digitize patient records and
business documents including referral
forms, lab reports, ID cards to secure
information, enhance patient care and
achieve regulatory compliance.