Mobile Capture and Records Management
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Mobile capture solutions from PaperSoft and DOXIS allow for capturing documents and records on mobile devices. Key features include easy to use predefined processes for transactions, support for remote teams, and compliance with standard requirements. Signatures and photos can be captured from mobile devices. Metadata is extracted based on document type libraries. Documents are created and records are managed in the cloud-based system. Benefits include improved customer onboarding, eliminating back office exceptions, ensuring information quality and compliance, mitigating data breaches, and reducing end-to-end processing times.
Mobile Capture and Records Management
- 1. Mobile Capture & Records Management PaperSoft & DOXIS solutions 30.10.2015
- 2. Customer Experience PaperSoft Mobile Capture /// 02 The Paperless Experience • Easy to use predefined process transactions • Ideal for on-de-go remote teams • Standard compliance requirements in processes • Optimized for smartphone devices Signature capture on mobile pad and location collection Collect HQ photos from small documents like receipts, Credit cards, ID cards, evidences images or passport size pictures Extraction metadata fields based on business rules libraries created by document type Document and record creation for predefined wizard process configured based on user access Online and offline mode with encrypted data on device and destruction after success transfer to PaperSoft DMS
- 3. Hybrid/CloudSystem Use Case - The Expenses Submission /// 03 Worker Receipt PAPERSOFT Doc. Creation Interoperability BPM Image + Metadata INTERNET • Type • Total Value • Receipt photo Records Management Doc. Creation
- 4. Hybrid/CloudSystem Use Case – The Contract Submission /// 04 Customer ID Card PAPERSOFT Doc. Creation Interoperability Contract & annexure creation INTERNET • Agree Terms & Conditions • Auto populate Customer info • Photo evidences • Agree privacy disclaimer • Sign BPM E-signature Image + Metadata Records Management
- 5. Use Case – The Physical Document /// 05 PaperSoft Website Hybrid/CloudSystem PAPERSOFT Warehouse order Destruction UpdateRetention Schedules Document List Physical Destruction
- 6. Mobile Capture – Benefits /// 06 Improve customer onboarding and KYC End processes at entry point eliminating back office exception handling Ensure information quality & compliance with automated capture and embed compliance within your process Mitigate data breaches by segregating document types for adequate records management Reduce E2E Processing Time