Document Collection Software

Document collection automation software helps you gather content from customers and more

 

document collection software chasing paper


Chasing After Documents Is a Waste of Your Time

Document collection from clients can be a huge time suck for any business. Gathering content like documents and other critical information is typically a nightmare of emails and phone calls back and forth until you finally get the documents and information you originally asked for. Meanwhile, projects are delayed and you're stuck making up for lost time. Then you have to manage internal approval processes as well.

What if there was a document collection tool that:

  • Gave your customers an easy way to understand what documents are required and how to provide them?
  • Collected additional information through smart forms?
  • Provided custom triggers, alerts, reminders, and escalations?
  • Transferred all that information to you in a secure, seamless way?
  • Routed all that information through your company for review and approval using custom business rules you design?
  • Provided a complete audit trail of all activity taken by you and your clients?

Document Collection with Integrify

With Integrify you can build a custom document collection system that you can deploy for content gathering from your customers, vendors, and partners. Quickly design document requirement and collection forms that allow your customers to follow checklists and attach documents. Deploy these document collection forms on any Web site or use Integrify's built-in self-service portal.

With Integrify you can create:

  • Client intake forms
  • Contract review processes
  • Vendor and contractor processes
  • Project setup
  • Employee onboarding
  • Anything involving information and document collection

Design Custom Document Collection Forms

With Integrify you can build custom, web-based document collection forms that meet your specific business needs. Add the questions, labels, field types you need and lay out the form however you want. Publish the form to your Web site/client portal or use Integrify's self-service portal with your company branding.


document collection form example
Document Collection Form Example

Build Custom Workflows to Manage Intake

Integrify is much more than a simple document collection tool. You can also design and build automated process workflows to route collected documents and data based on the business rules you set. Once documents are provided you can route them, and any associated data, along parallel or sequential paths depending on your organizational requirements. For instance, in the example below, we are routing a submitted contract through a series of tasks to determine if a project can be started. First, it must be reviewed by a first-level administrator who will approve it to continue and allow it to pass to the appropriate manager or will place it on hold. Once the appropriate manager receives the contract, they will complete an internal review form and choose from a variety of different approval/rejection options.


document review and approval process
In addition to routing the received documents, triggers and notifications are set up along the way.
 

Ready to Learn More?

We'd love to show you how Integrify can help you in your document collection efforts. Schedule a live demonstration of our software and we'll give you a customized demonstration based on your requirements. Send us your current process and we'll walk through how you can move it to the Integrify system.

Automate Any Process

To see how quickly you can begin automating your processes, request a demonstration or trial of Integrify.

 


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