Document Management
Automatically capture, scan, and upload documents from multiple channels right into your system.
Overview
Although a common requirement in many industries, document management can be tricky to administer effectively due to issues with data storage and fragmented systems.
Problem
- Case creation is done manually for content and document driven processes.
- Agents are forced to jump between systems due to documents being stored outside the case management system.
- Improper authorization & security access for case data and attached documents leads to inefficient metadata and version control.
- Dependence on developers and IT to properly integrate case and content management systems.
Solution
With features already built-in to the AppBase platform, Document Management allows users to automatically capture, review, and store documents. Agents can build workflows with a low-code builder that will allow them to instantly create cases for certain document types, subject lines, and more.
Benefits
Scan and Capture Documents
Monitor email addresses, faxes and file folders to automatically capture documents and make them into usable work items.
Run Documents Through Workflows
Set-up routing rules to streamline work steps and improve communication by instantly routing documents and data to the right agent.
Retrieve & Full Text Search
Search documents based on available index fields, creation and modified dates, and more.
Capture data from every channel
Securely and automatically capture documents and files from all channels (email, fax, form, scan, etc.). Centrally store all files, pre-existing or digitally converted, to eliminate the paper burden.
Automatic document capture
Deliver scalable capture functionality that allows your team to productively and cost-effectively work with imported files already in the system anytime, anywhere.
Advanced imaging
Convert paper documents into digital format so you can organize, search, and easily work with key files. Scan and automatically categorize documents.
Manual upload
Agents can keep all documents and files on one centrally stored system. Easily accessible from any location and delivers files upon request, reducing repetitive tasks.
Index files immediately
Automatically capture documents and make them into usable work items. Configure electronic folders for your document handling needs with role-based security, ensuring employees with different functions can have permissions to edit different files.
Dynamic folders
Utilize folders with unique attributes to categorize files like claims, forms, emails, data sheets, reports and more using pre-set index fields to automate organization.
Auto index
Streamline document indexing by instantly organizing files in the system based on pre-determined rules and workflow automation.
Tag indexing
Direct document paths by giving uploaded files meta information based on the type of documents or information it contains.
Easily configure workflows
Get started by migrating your legacy knowledge base, then continuously enhance knoweldge with powerful editors and governance tools.
Flexible workflow
Integrate all enterprise systems to efficiently manage an organization’s entire business process.
Routing rules & notifications
Set rules for automatic file routing and user notification of upcoming or overdue tasks.
Dynamic Client Inbox
Dashboard allowing users to see what’s currently happening with their tasks and to-do’s.
Retrieve any file from anywhere
Each user has a specific document clearance and security standard that allows them to find the documents they need quickly. Search for documents based on document type, index fields, or other information like when an item was created or last modified.
Search folder fields
Utilize folders with unique attributes to categorize files like claims, forms, emails, data sheets, reports and more using pre-set index fields to automate organization.
Full text search
Streamline document indexing by instantly organizing files in the system based on pre-determined rules and workflow automation.
Check In & Check Out
Version controls allows for document editing, create new versions and review previous ones.
Enterprise-grade data management
AppBase for Customer Service is great for mid-sized and large organizations that need an end-to-end solution that meet your unique needs.
Multi-lingual
Support a global audience and worldwide workforce by creating articles in multiple languages.
Multi-brand
Customize the look and feel for every one of your brands and products. Automatically serve content under the right context.
Contact-center ready
Boost FCR by suggesting articles during a call or chat right in the agent’s desktop based on the customer journey. See an example.
Get in touch with experts
