CONNECTING PEOPLE

TO THEIR DOCUMENTS, PROCESSES

anywhere

WHAT IS IPORTALDOC?

DOCUMENT MANAGEMENT, BUSINESS PROCESSES AND COMMUNICATIONS
IN A SINGLE SOLUTION

iPortalDoc is an integrated solution for Document and Process Management based on workflows.

Allows the modelling and implementation of processes related to all areas of public and private organizations:

- Electronic Billing with Digital Signature
- Orders
- Financial
- Proposals
- Purchases
- Correspondence
- Contracts
- Complaints and others

At any given moment in a certain process that takes place on the Document and Process Management System, iPortalDoc,

with the involvement of various users and different departments, one will always have access to the entire history of individuals involved, interventions that have been carried out, as well as documentation e-mails associated, facilitating research and avoiding loss of time and information. This results not only in the continued improvement of activities and processes of organizations, making them more efficient, but also in the increase of productivity in the different areas of business.

Communications Archive (e-mails, calls and instant conversations) integrated with Document Management.

iPortalDoc is the only Document and Process Management solution that integrates, in a native way, with a Unified Communications Central, which allows to record Calls, Emails and Chat Conversations in the Document Management, and associate them to their related documents/processes, being available for consultation at any time.

FEATURES

  • Email treated as a document (continue workflow)
  • Email inquiry awaiting reply
  • Graphical workflow granting tool
  • Visualization of workflows associated with the document
  • Petri Nets
  • Voice
  • Fax
  • Email
  • PDF Templates
  • Office Templates
  • EML Template
  • Open Office Template
  • CRM
  • OCR
  • ERP
  • Integration with external applications

MODULES

After years of usage by thousands of users, the transversal needs to all organizations were identified. So, sets of features named “Modules” were created. These modules help in the several administrative tasks, preventing the organization to acquire additional material, and are added and adapted according to its needs.

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MAIL ARCHIVING

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SAFT / TAX DOCUMENTS ARCHIVE

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DISTRIBUTED ACROSS SEVERAL DELEGATIONS

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OCR AND TEXT EXTRACTION

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STATISTICS MODULE / INVOICING

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CONTRACTS MODULE

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MEETINGS MODULE

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PARISH COUNCILS MODULE

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NEWSLETTERS MODULE

BENEFITS

WITH THE IMPLEMENTATION OF THE DOCUMENT MANAGEMENT SYSTEM, IPORTALDOC, THE ADVANTAGES FOR YOUR COMPANY WILL BE NUMEROUS

Benefícios iportaldoc como gestão de arquivo

- Dematerialization of documents and processes
- Automation and uniformization of work processes
- Archive management in a centralized way
- Standardization of documents
- Quickness in the availability, access and treatment of documents/processes
- Control and security of information (documents and processes)
- Profitability of the physical space and reduction of paper printing
- Decreasing of the need for printing.

iPortalDoc allows you to reduce the time with the search and

management of documents in 50%, 60% and even 70%, with null error rate

saving in physical archive infrastructures.