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What is DocuQuest?

DocuQuest provides a fully automated platform that oversees the entire document lifecycle, commencing with creation, passing through approval and issuance, and concluding with archiving and eventual destruction in line with retention policies. Documents can easily become disordered and spread across various SharePoint locations and personal computers, complicating the verification process to ensure that only authorized personnel are able to create controlled documents. Many organizations grapple with issues such as ineffective or non-existent approval workflows, which can lead to uncertainty about which version of a document is the most up-to-date, resulting in individuals potentially accessing outdated materials. Furthermore, the challenges in document retrieval often arise from the absence of structured procedures for reviewing, initiating, or managing content updates, leading to potential non-compliance with corporate retention guidelines regarding archiving and disposal. With DocuQuest, users can efficiently manage all their controlled documents from the moment of creation through revisions, and ultimately to archiving and destruction, ensuring that accurate information is always available whenever and wherever it’s needed on any device. In addition, the platform provides robust version control and automatically logs historical changes to ensure compliance is maintained. This method not only simplifies document management but also significantly boosts accountability and traceability within the organization, fostering a more organized and efficient workflow. As a result, organizations can improve collaboration and minimize risks associated with document mismanagement.

What is Broadridge DocuBuilder?

Utilize a data-driven content management system to efficiently create and share regulatory documents with both accuracy and rapidity. With DocuBuilder, users can break down, categorize, and repurpose smaller, modular components like mutual fund details and descriptions of different policies and services. The platform features user-friendly metadata tagging, making it easy to integrate these components into any document seamlessly. Effortlessly manage complex regulatory fund documents with the help of DocuBuilder, an innovative tool that connects content elements across various formats and documents. When a modification is made to a content piece in one file, the system enables quick identification and simultaneous updating of other documents that contain that content, greatly simplifying the revision process for mutual fund regulatory submissions. Additionally, the system ensures that all output is automatically formatted to fulfill SEC filing standards. Increase your efficiency in making updates while ensuring consistency across documents. DocuBuilder empowers users to create, adjust, package, and distribute intelligent content from a single centralized hub, saving both time and resources in the process. Furthermore, this platform not only boosts productivity but also encourages collaboration among team members engaged in multiple regulatory initiatives, enhancing overall effectiveness and communication in the workflow.

Media

Media

Integrations Supported

ADP DataCloud
EHSQuest
Equisoft/connect
Microsoft Dynamics 365
Microsoft Office 2021
Microsoft Power BI
Microsoft SharePoint
Oracle Cloud Infrastructure
Oracle PeopleSoft
PeopleQuest
Plex
ProjectQuest
SAP Cloud Platform
Salesforce
Zoho Analytics

Integrations Supported

ADP DataCloud
EHSQuest
Equisoft/connect
Microsoft Dynamics 365
Microsoft Office 2021
Microsoft Power BI
Microsoft SharePoint
Oracle Cloud Infrastructure
Oracle PeopleSoft
PeopleQuest
Plex
ProjectQuest
SAP Cloud Platform
Salesforce
Zoho Analytics

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

IntellaQuest

Company Location

United States

Company Website

intellaquest.com/docuquest/

Company Facts

Organization Name

Broadridge

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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