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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 [...]

14 06, 2017

Legal Industry Case Study for Document Management Solution

Objective To ensure document security & compliance, enhance collaboration & improve customer service   Challenges The main challenges that a typical legal firm encounters are: Security & Compliance Protection of a client’s sensitive, confidential, and private information is vital to the practice of law, client satisfaction and above all, it’s the law. Non-compliance can result [...]

25 05, 2017

Why should you choose public share link over email for document sharing?

Regardless of the industry sector, document sharing with your colleagues, clients, vendors, a customer etc. internally or externally, is one of the cornerstones of all business processes. Email revolutionized the way we share data with another individual and it is the default means of written communication in the corporate world. However, with the ever-growing needs [...]

19 04, 2017

Email overloaded? Docsvault’s Document Request Links to the Rescue

Docsvault has introduced a very interesting feature - Document Request Link. This new feature makes it easier to receive files from anyone and will be available to all Docsvault Enterprise & Ultimate users in the latest v 10.3. You can now request multiple people to upload documents to a specific Docsvault folder. All you need [...]

16 02, 2017

Government Agencies Case Study for Document Management Solution

Objective To minimize paper work, ease information retention and protect sensitive data.   Challenges The three main challenges that a typical government agency encounters are: Protection & Security of Sensitive Data Needless to say, government organizations deal with all kinds of sensitive data. Protection and security of this sensitive data is highly critical and is [...]

8 02, 2017

New field rules to make your Web eForms smart!

Docsvault introduces an additional feature viz. Field Rules in Web eForms add-on to support dynamic interactive forms. Field Rules is a great time-saving addition to Docsvault Web eForms. The best part is you can do this without any coding. With this feature, Docsvault now shows/hides fields dynamically when the users are fillings a form and [...]

17 01, 2017

Few indexing tips to boost your indexing performance

Document indexing is the process of tagging documents with values (metadata) to facilitate faster search and retrieval. Docsvault allows you to add file and folder ‘profiles’, which are a group of customized fields or indexes. You can customize the profile indexes to match your business document requirements. For example, scanning an invoice and filling up [...]