Document Workflows
Automatically capture, scan, and process files from multiple channels right onto your system
AI-Assisted Document Workflows by Eccentex
54% of office professionals have said that they spend more time searching for files across numerous online filing systems than responding to emails and messages.
The Problem
- Employees waste time searching for files stored on shared drives, personal folders, phones and emails.
- Standard contracts and letters are drafted with copy-paste instead of generated with pre-filled content.
- Too many repetitive tasks due to lack of automation and integration.
The Solution
Eccentex HyperAutomation Cloud Document Workflows come with enterprise-grade document management capability that gives employees instant access to all case and task-related content. The AI Assisted automation tools further improve efficiency and productivity.
Major Business Benefits
Designed for case management
Documents are automatically linked to cases and tasks, not just another shared folder.
Reduced manual work
Automation and workflows remove repetitive tasks and eliminate errors.
Better compliance
Legal files, evidence and communications are centrally managed and access-controlled.
All case documents at your fingertips
Give your team instant access to the files and documents related to their work – eliminating time wasted searching across file shares and emails.
Allow them to organize their documents on the way how it is the most effective and efficient for them. Let them tag, markup, copy, archive, version control their case or task attached documents.
Use Eccentex AI services for organizing content instantly
Apply artificial intelligence to organize unstructured data and to automate the extraction of all necessary information regardless of the documents format.
Route documents together with the cases. Notify stakeholders about document related works and assist them in the next steps.
Document Workflows
Major capabilities you need to run your customer service department efficiently
Enterprise-Grade Search
Search for all mentions of a specific phrase or customer across all documents and emails.
Large File Support
Upload and download large video files, massive documents and multi-layered CAD files.
Workflow Automation
Manage all document related processes from manual approvals to automated reminders.
Case Management
Keeps files organized in cases and tasks instead of complex shared folders.
Security
Limit access to documents based on permissions and relevance to their work.
Email Capture
Capture emails, their attachments and metadata, and then auto-index them.
Document Templates
Generate Word documents, emails, PDFs, and other content using internal and external data.
Document Annotations
Online support for annotating, redacting, commenting and stamping PDFs.
Character Recognition (OCR)
Convert hand-filled forms or images into searchable documents that can recognize forms, read hand-writing and auto-index.
High-Volume Barcoding
Scan multi-page documents right into a case or leverage high-volume scanning by separating packets with barcodes.
Turbocharge the work in your workflow
Workflow automation lets you eliminate repeated work – from simple tasks to sophisticated processes. With extensive triggers and bots, you can streamline approvals, standardize customer onboarding and accelerate reviews.
Need to send an automated copy of the document to a customer, no problem.
Allow customers, partners, contractors to get access to their file, upload / revise content, update old files or get announced when a task related to their documents is on due.
Find files fast - even on paper based documents
Each user has specific document permissions that allows them to find the documents they need. Eccentex Document Workflows allow you to search contents inside in PDF, Word, Text files even inside scanned documents.
The document is already archived but you still need to search and find something inside them? No Problem, Eccentex Document Management can give you access to already archived content as well.
AI-Assisted Case Management Automation for any Industry
Our products are capable of adapting to many use-cases, ranging from complex to simple
and low-volme to high-volume. Here are some of our specialities.
Dynamic Case Management for Financial Services
Automate and optimize your banking, insurance, and financial services processes such as Mortgage Application, Claims Processing, Wealth Management, Dispute Resolution, and more.
Reduce the need for manual intervention and enable better CX even through complex processes.
Dynamic Case Management for Government & Public Sector
Provide a comprehensive insights across all citizen management processes and tasks regarding Justice Cases, Eligibility Verification, Investigations and Complaints Handling.
Enable your organization to identify and resolve issues and make data-driven decisions.
Dynamic Case Management for Consumer Markets
Automate Customer Service, Fulfillments, Leads and Loyalty Management processes across your entire value chain. Capture customer leads, assign opportunities and prioritize delivery based on your value segmentation.
Treat all your customers like VIPs!
Enterprise-grade content management
Customers choose Eccentex because it’s the power they want with the flexibility they need.
Easy connectivity
Quickly connect Eccentex apps to external systems – sync data, invoke actions and deploy custom APIs.
Power to scale
Execute your strategy on a platform that can handle global scale and volumes, powered by our Microsoft Azure cloud.
Flexible setup
Powerful low-code tools that non-technical people love combined with developer-level extensibility to meet exact needs.
OpenText ready
Use Eccentex alongside OpenText so you can centrally access case documents that reside in different repositories.
Get in touch with experts
