Case Study Category: Store

M&A/ Data Rooms

Multi-format capture & conversion Identify and highlight key terms and information Capture and index key metrics and information Store in a metadata-based EDMS Orchestrate notifications, review tasks & workflows Find the information you need quickly & easily Store information securely Streamline…

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Heritage documents

Scan paper contracts into a digital PDF format
Mixed sizes, condition, formats handled with care
Capture and key information & match to records
Make content searchable
Store in a Document Management System

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Legacy Archive

Asset tracking of boxes in transit and processing
Scan at our office or yours
Advanced automated classification and capture
Innovative pricing to realise savings immediately
Host documents and data in a secure EDMS

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HR Records

Scan HR files as a project or at point of use
Automatically extract & verify personnel info
Classify, collate and set retention by doctype
Digitally store and link to systems of record
Automate appending records with future docs

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Contract Management

Use standardised filing criteria to store contracts
Search contracts by both filing criteria & content
Link contracts to associated documents (e.g. quotes, PO’s) from CRM, MS Teams etc.
Automate alerts for necessary actions & reviews

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Contract Review

Capture key contract information (paper & digital)
Assign tasks according to dynamic rules
Easily track the status of a contract
Add notes & comments without changing the original to make decisions comprehensible

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O&M Manuals

O&M Manuals Scan paper O&Ms into a digital PDF format Collate and convert digital-native files into PDF Capture and index key information Store in a Document Management System Automate notifications for maintenance tasks Eliminate paper storage costs Store information securely Find…

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Contract Digitisation

Contract Digitisation Scan paper contracts into a digital PDF format Capture and key information, values and dates Make content searchable Store in a Document Management System Automate notifications for renewals tasks Eliminate paper storage costs Store information securely Find the information…

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