Automatically capture, scan, and upload files from multiple channels right into your system.
54% of office professionals responded that they spend more time searching for files across numerous online file systems than responding to emails and messages.
- 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.
AppBase and ServiceJourney both come with enterprise-grade document management that gives employees instance access to all case-related and customer-related content. Plus, automation tools to improve productivity.
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.
Legal files, evidence and communications are centrally managed and access-controlled.
Capture all case content
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.
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.
Easily configure workflows
Get started by migrating your legacy knowledge base, then continuously enhance knoweldge with powerful editors and governance tools.
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.
Features your team will love
Everything you need to run your service department
Search for all mentions of a specific phrase or customer across all documents and email.
Large File Support
Upload and download large video files, massive documents and multi-layered CAD files.
Manage all document related processes from manual approvals to automated reminders.
Keeps files organized in cases and tasks instead of complex shared folders.
Auto-populate metadata and route files to the right teams for further action.
Capture emails, their attachments and metadata then auto-index them.
Generate Word documents, emails, PDFs, and other content using internal and external data.
Online support for annotating, redacting, commenting and stamping PDFs.
Character Recognition (OCR)
Scan multi-page documents right into a case or leverage high-volume scanning by separating packets with barcodes.
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.
Support a global audience and worldwide workforce by creating articles in multiple languages.
Customize the look and feel for every one of your brands and products. Automatically serve content under the right context.
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