https://store-images.s-microsoft.com/image/apps.58154.0b96e458-c465-4de4-9626-b03dea8f6153.4e83ac25-ba3b-4520-9547-edcd5a0e5738.6f00e846-0317-4610-8582-f9fd8e45afc4

Smart Doc Hub

por Clear Dynamics

Cloud-based document management

Smart Doc Hub is a cloud-based, enterprise-grade document management solution. By centralising the necessary data, Smart Doc Hub automates the creation of branded documents such as contracts, bills, statements, terms and conditions and more. Users can manage these documents centrally, with functionality to update templates, redact documents and action version control.

Features:

  • Branded templates: upload custom branded templates for any document; contracts, statements, bills, terms and conditions and more
  • Automatically generated: automatically trigger document creation and population of customer specific data
  • Versioning: detailed history and tracking of document versions including version numbers, active dates and version statuses
  • Document management: centralised repository of all document versions, with filter options by customer, by version and more
  • Contracts: automatically generate custom contracts populated with customer and account specific data
  • Statements: automatically generate custom statements with customer and account specific data
  • Bills: automatically generate custom bills with customer and account specific data
  • Document redaction: redact sensitive information using redaction tools
  • Low code: upload new document versions and publish in a web-based editor
  • Seamless integration: connect to current core software or use in combination with other Clear Dynamics modules

De un vistazo

https://store-images.s-microsoft.com/image/apps.31055.0b96e458-c465-4de4-9626-b03dea8f6153.4e83ac25-ba3b-4520-9547-edcd5a0e5738.0eae16bc-5e31-4a42-9da4-2a38b52237c5
https://store-images.s-microsoft.com/image/apps.47946.0b96e458-c465-4de4-9626-b03dea8f6153.4e83ac25-ba3b-4520-9547-edcd5a0e5738.fedaef22-ad2f-4392-acc6-55b83ab56dc8
https://store-images.s-microsoft.com/image/apps.32089.0b96e458-c465-4de4-9626-b03dea8f6153.4e83ac25-ba3b-4520-9547-edcd5a0e5738.b0ad6150-abe1-4a52-9de7-a835a94185a5