Turn Documents into Transactions
Convert dead documents you hate into actionable transactions you love.
Save Time
Reduce wasted time spent on handling documents and eliminate repetitive manual tasks.
Do More with Less
Reallocate staff to other projects because you are more efficient.
Reduce Errors
Eliminate mistakes made by people with an infallible rules-based solution.
Cut Costs
Trim dollars spent on manual tasks by consuming less time and resources.
Stop Doing Things Twice
Quit sending tasks back and forth by getting it done in one shot.
Satisfy Auditors
Ensure repeatable controlled processes coupled with an audacious audit log.
Workflow
Automatically route documents to people and groups.
Rules Based Solution
Create document flows to follow one path or parallel steps.
Configurable
Configure the solution for your rules with flexible tools.
Timers
Set escalation timers for routing tasks to others when tasks stall.
Proactive Notifications
Automatically send email notifications alerting a person to take the next task step.
Stay in the Loop
Receive notifications when tasks are completed by others.
Quality Control
Establish quality controls to review a percentage of your team’s work.
New Hire Control
Create rules for new hires to review a higher percentage of their work.
Take Control
Monitor, manage, and change in-flight tasks through administrative tools.
Require Information
Ensure that vital information is entered when needed.
Find Problems
Compare values such as actual cost and target costs.
Collaboration and Notes
Provide notes so team members can collaborate on tasks.
Simplify
Automatically assign indexes via your rules.
Share
Share documents securely via email including non-users.
Exceptions
Create special rules for escalating exceptions in your process.
Audit
See who did each task, when it was done, and where it is in your process.
Integration
Tie into existing systems to exchange information and eliminate duplicate work.
Letters & Emails
Automatically generate a letter or email to others. Learn More.
Integration
Tie into existing systems to exchange information and eliminate duplicate work. Learn More.
Outsourcing Services
Let Docufree help you with mail services, scanning, and indexing of your documents. Learn More.
Online Document Storage
Instantly access, capture, manage, store and share documents securely online with Docufree On-Demand. Learn More.
Office Services
Get on-site amilroom and/or copy center management with our people, technology, and equipment to reduce costs. Learn More.
Letters & Emails
While working on your tasks, you may need to generate some type of communication or final document. Letters and emails can be generated by Docufree Workflow.
- Letters are used to generate correspondence to someone that is not a Docufree user. For example, if you want to produce a standard letter based on the status of a document, Docufree Workflow can create a printable letter.
- Emails are helpful if you need to notify someone regarding a task in your process. For example, during your process you may need to notify a supplier or vendor regarding status. Workflow can automatically generate an email as part of your process.
Integration
As optional professional services, you can connect to internal systems for passing information to or from the Docufree solution.
- Extract services provide data extraction, transformation, and loading. This is used to pull many data elements based on a unique identifier. For example, a user can enter a vendor id and using extraction ten additional vendor fields can be loaded automatically to populate Docufree indexes.
- Export web services allow you to send index and file data from Docufree. This is used to update a workflow status with an internal system. For example, when an invoice is completed, the status could be loaded on an SFTP site and then pulled into your internal financial system.
- Registration web services create a unique identifier for each Docufree document. This global unique identifier (GUID) can be shared so that your internal systems can access the GUID link to display Docufree documents through our DocuView interface. DocuView provides secure document access for anyone via email, including users that do not have a Docufree user account.
Outsourcing Services
Many businesses find that focusing on strategic goals is more important than being consumed by tactical tasks. With Docufree, you have options to outsource your mail handling, scanning, and indexing of documents. Docufree’s expertise and core competency is providing you high quality outsourcing services to resolve your document problems.
Ongoing scanning projects allow you to redrect all of your documents to us, utlizing our specialized staff and state-of-the-art technology. Documents can be indexed as well.