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Document Management

Document Management and Workflow Software

Your Office. Paperless. Efficient. Secure.

Does your staff have to spend several unproductive hours a day searching through paper filing cabinets to do their job?

Are your Accounts Payable processes streamlined through workflow to manage payables efficiently?

Is your HR Department tired of maintaining paper files on all employees… I9 Forms, Benefit Forms, etc? Are you able to quickly track down documents like Employee Change Order forms that have been manually routed to managers for approval? Are you able to quickly and conveniently pull all I9 forms(as an example) from all employees in seconds?

Are you concerned about meeting regulatory compliance and the security of the information contained on your paper files?

If so, then read on.

Thanks to recent enhancements in Document Management technology, paper intensive departments like Accounts Payable and HR can now save a considerable amount of money and countless man hours associated with filing, searching, and storing critical paper documents.

What Is Document Management?

Document Management is simply recreating what you are currently doing with file cabinets but now the documents are digital images and files.

Because of this documents can be retrieved, viewed, printed, and shared in seconds. However, unlike paper documents, these files are easier to protect from damage, theft, and loss, and can be accessed within seconds without leaving your desk.

Problems Solved With Document Management:


  • Prevents lost, misplaced, or stolen documents.
  • Eliminates the need to have paper filing cabinets; one hard drive can store the equivalent of several hundred filing cabinets saving thousands of dollars in storage and paper costs.
  • Allows you to share documents with remote employees, customers, or colleagues without having to copy and mail them. Simply e-mail them or workflow them with a few clicks of your mouse. You can also provide secure access to documents via the web.
  • Keeps documents secure from fire, flood, or other natural disasters. Also protect aging documents from being destroyed through normal handling.
  • Financial organizations: comply with the SEC Rule 17a-3&4 regarding collecting and addressing electronic records, securing audit trails, and securing records from unauthorized access.
  • Enables you to manage millions of records and retrieve the one you need in seconds without leaving your desk.

How To Find Out If Document Management Is For You

To learn how document management can help your company secure and manage critical paper files faster, easier, and with fewer headaches than ever before, fill in the form below. Our document management specialist Kenny Lance will contact you to answer your questions and to schedule a live demonstration.

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