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AutoCollect document collection system

Autopilot Workflow Solutions

Facilitates collection of information and documents and streamlines the process for the company.

 Autocollect  streamlines the collection of information and documents from clients and facilitates the process for the company requesting the information.  
Advantages of the solution are:

For the client:

  •  No printing out of forms
  •  Forms can be pre-populated so they don’t have to continually re-type information
  •  Document generation and digital signatures integrated seamlessly into the process
  •  Clear indication of requirements and where they are in the process
    For the company
  •  Receives complete and clean data 
  •  Clear dashboard of outstanding requests and seamless method to contact clients that have not completed the process 
  •  Ensures that requests do not ‘slip through the cracks’
  •  System can fill in actual company (or external) forms 
  •  Complete audit trail
  •  Accurate reporting facility
  •  Minimize the potential for lost customers because of incomplete information.
  •  Fewer steps and fewer delays mean everyone can get on with what they need to.
  •  By reducing human error and oversight, you can turn weeks into days and hours into minutes.

 

The target market for the solution would be companies looking to onboard new customers, suppliers or employees. It is typically companies who are sending out emails or PDF’s to client and expecting them to print out the documents, fill them in, scan them and send them back to the company.


Target industries are banks, financial services including insurance brokers, call centres looking to onboard employees, companies onboarding resellers, vendors or suppliers.

The company doing the onboarding would have access to clear dashboards as well as a facility which would enable them to contact users directly through the system via SMS or email.

https://store-images.s-microsoft.com/image/apps.27795.76b5c5fa-8933-4ce6-baae-6aab6fbe5bd1.2ca7d27e-58e8-4dc2-8f09-c7743270e999.d299a48b-3a96-4097-a200-af425a16214c
https://store-images.s-microsoft.com/image/apps.27795.76b5c5fa-8933-4ce6-baae-6aab6fbe5bd1.2ca7d27e-58e8-4dc2-8f09-c7743270e999.d299a48b-3a96-4097-a200-af425a16214c
https://store-images.s-microsoft.com/image/apps.23125.76b5c5fa-8933-4ce6-baae-6aab6fbe5bd1.2ca7d27e-58e8-4dc2-8f09-c7743270e999.09ffee2b-6111-471b-8998-1713fa2dade2
https://store-images.s-microsoft.com/image/apps.9433.76b5c5fa-8933-4ce6-baae-6aab6fbe5bd1.2ca7d27e-58e8-4dc2-8f09-c7743270e999.d3830333-ab5e-426d-862c-c7c8fb035e51
https://store-images.s-microsoft.com/image/apps.16951.76b5c5fa-8933-4ce6-baae-6aab6fbe5bd1.2ca7d27e-58e8-4dc2-8f09-c7743270e999.a8b8af26-17b5-4ffe-8968-e377b558138c
https://store-images.s-microsoft.com/image/apps.58797.76b5c5fa-8933-4ce6-baae-6aab6fbe5bd1.2ca7d27e-58e8-4dc2-8f09-c7743270e999.bfbebd39-e93b-4698-bbf5-c29f9598058f