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27 07, 2018

Auto Retention Schedule: A visionary new approach to set records retention

Records retention is a very important part of an organization’s document management policies that helps you create, classify, and manage ongoing records with complete retention management workflow. For government entities and many businesses requiting strict compliance, this can mean quite a cumbersome process. In creating the retention schedule, important records are to be classified, retention periods [...]

23 06, 2018

Web Signatures: the powerful companion to your Document Management Software

Organizations need to evolve to address the changing business landscapes. With more business conducted on the Internet than ever before, those document approval jobs such as invoice, purchase order, agreements and contract renewal, etc. would also want the convenience of web signatures.Web signatures are making life easier for Approvers, Managers and Vendors from various industries [...]

11 06, 2018

We’ve updated our Privacy Policy & Terms of Service

We have made some important updates to our Privacy Policy and Terms of Service to comply with the new requirements under EU General Data Protection Regulation (GDPR) coming to effect on May 25th 2018. At Easy Data Access, we're committed to protecting your privacy. These updates aim to explain what information we collect from [...]

20 04, 2018

Benefits of Electronic DMS for the Transportation Industry

Although the list is much bigger but outlined here are a few benefits of document management and how it can help any transportation business grow. Saving Time & Money Capturing and storing documents in a centralized, digital and secure repository ensures that staff can access necessary documents from any location at any time. This eliminates [...]

30 01, 2018

Improving HR Processes – Managing & Recording Leave Applications with eForms

Are you exhausted finding a better way to deal with employee requests for leave? Managing paper forms or emails from employees for leaves can at times be complicated and time-consuming. Docsvault’s eForms add-on can be designed to replace nearly any paper-based form in HR, Accounting, Sales, and more. Here is an example of an electronic [...]

14 12, 2017

Document Management for Financial Services

Objective: To reduce paper dependency & meet stringent compliance demands while keeping costs in check. Challenges The 3 major challenges that financial organizations like insurance, banking, wealth management, brokerage and other financial services face are: Reducing Paper Dependency Financial services and paperwork are like two sides of a coin. There are many processes which are paper-intensive [...]

10 10, 2017

Easy Data Collection & Calculation with Electronic Forms

According to the Gartner Group, 85% of business processes rely on forms. In the digitalized work of today, where we are accustomed to easy and quick online transaction, using paper forms for various internal processes or for capturing data from your customers or sales team becomes time-consuming and frustrating. Docsvault’s eForms add-on makes it easy [...]

29 08, 2017

Accessing External database for Profiling

It might happen at times, that the documents you need to archive in a document management system will already have related information in an external database of your other applications. Docsvault "Advanced Profiles add-on" has the capability to index documents using data from an external data sources such as ERP, CRM Accounting and other LOB applications. [...]

26 07, 2017

Education Industry Case Study for Document Management Solution

Objective To automate administration, improve collaboration and reduce paperwork costs Challenges Here are some top challenges faced by the education industry. Traditional Administration Some of the administrative tasks in educational institutions are not only mundane but also time-consuming. To name a few, Balancing budgets, overseeing financial aids, planning academic schedules, creating or updating rules and [...]