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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Customers can submit their documents through various methods and track their status in real-time. The system automatically categorizes incoming documents to ensure quick processing. With efficient document management tools and immediate customer feedback, tasks can be completed more swiftly. Once documents are submitted, customers are notified of their processing status. You can easily search for documents by client, submission date, or current status. Additionally, customers can access their documents securely, review past versions, and monitor any changes made. They can send documents, capture images, or forward emails from any device with ease. All incoming documents are compiled into a single, actionable list for better organization. Searching for documents is streamlined by allowing queries based on client, date, or status. A simple click enables users to scan and send documents directly from their smartphones. Each customer is assigned a unique email address for seamless document forwarding. Moreover, a secure customer portal is available, allowing quick access to important documents and enhancing user experience. Overall, this system not only simplifies document handling but also fosters better communication with customers.

Description

Tailored document management solutions to suit your organization's needs. Allocate less time to handling physical documents and more time to driving your business forward. Experience the convenience of swift access to all your information. Effortlessly search, retrieve, and share files without the hassle of paper. Ensure timely document routing to the appropriate individuals. Get started quickly with ready-to-use technology. Receive comprehensive setup, training, maintenance, and continuous support to empower your team. A reliable system is essential for keeping documents organized. PaperTrail is a robust electronic document management system that efficiently supports and streamlines your vital business processes. Reduce the time spent on paperwork and enhance your focus on process management. Automate operations to ensure compliance while boosting overall efficiency. With customizable workflows and advanced form capabilities, you can route incoming documents to kickstart necessary procedures. Gather essential information for tailored reporting and intelligent searches to make informed decisions. This solution not only simplifies document handling but also transforms the way you manage your business operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Cloud Platform No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft SharePoint No 

Integrations

Google Cloud Platform Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 

Pricing Details

$89 per 3 users per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ImportFeed

Founded

2019

Country

Israel

Website

www.importfeed.com

Vendor Details

Company Name

Egis Software

Founded

1993

Country

South Africa

Website

www.papertrail.co.za/

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Product Features

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

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