Document
Management
Causeway Systems can provide solutions to those that require an electronic document filing system or to those who wish to process documents electronically.
The electronic document filing system solution provides software to index documents to a range of references, store them to disc or optical and software to retrieve and view the documents.
The Document Management system provides management and control of the flow of in-bound and outgoing correspondence and other documents. Information is captured at point of receipt, stored in the Document Management system and routed to the individual or section to deal with. Paper documents, received by post or handed in are scanned. Information provided verbally at front desk, one-stop-shop or via a telephone call can be captured on Electronic forms. Web forms can be imported. E-mails can be received, stored and replied to. Photographs, letters and other documents can be imported
Where
information is captured at front desk, branch or one-stop-shop by our CRM
or Call Management products the documents will automatically be routed to the
Document Management system.
Documents are
indexed to key references which can be taken directly from core application
systems. They can be identified to user defined Categories dependant on the type
of work and automatically allocated to a user or work type In-tray through
pre-defined rules. Users can view all documents for these references. The system
can be integrated with a variety of
different core application systems. Responses
can be sent by letter, produced through integration with Microsoft Word, or by
e-mail. Address information can be directly retrieved from the core application
files. All activities
are date and
time stamped and logged to a database from which comprehensive volume and
performance reports can be produced.