View current activity throughout the system in one place. Easily access your latest work and documents that have had activity recently. Dashboard also gives an overview of space used, frequently used file types, recent emails, and documents in workflow etc.
With Doccept Workflow, your business can automate business processes and route documents and files for further action. Manage the flow and update of documents within the system without having to rely on e-mail or network drives. You can even include document links in messages you send to colleagues.
Doccept allows you to:
We start with a core set of workflows designed to make your business more efficient right out of the box. We work with you to understand what workflows are the best for your particular business. Then, we customize the software so that actionable business data begins to flow through your organization like never before.
Templates are preformatted documents made available by any Organization for uniform usage by any employee. Templates ensure that every individual uses a clean template rather than a document used for some other instance. This eliminates possibilities of error, misuse and mistakes. Availability of Templates also ensure that employees do not end up wasting valuable time in creating new ones, while a ready one is already existing in the Organization.
Users can begin a workflow by choosing the right templates for the task at hand, and then send the documents on for collaboration with other users.
Doccept maintains a mirror image of your email account making it easily searchable and stored right alongside documents within the system. Doccept also offers intelligent Email rules, wherein emails can flow automatically into respective folders based on senders email address, Subject keywords, Keywords based on the content of the email. This feature will enable you to have all the relevant documents and emails together for easier retrieval and reference.
Predefined folder structures save time and help you maintain consistent information architecture by using the same folder names throughout your repository for like items.
Configure any POP3 or IMAP mail server account, pull the emails from the server, and archive them in Doccept.