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What is PaperTrail?

Customized document management systems designed to meet the specific requirements of your organization can significantly enhance productivity. By minimizing the time spent on managing physical documents, you can concentrate more on advancing your business objectives. Enjoy the benefits of quick access to all your data, allowing you to search, retrieve, and share files seamlessly without the complications associated with paper. Timely routing of documents to the right people ensures that processes run smoothly. Get up and running swiftly with technology that is ready for immediate use. Furthermore, you will benefit from extensive setup, training, ongoing maintenance, and continuous support to empower your workforce. An effective system is crucial for maintaining document organization. PaperTrail serves as a powerful electronic document management platform that optimally supports and refines your essential business processes. By decreasing the time allocated to paperwork, you can better direct your efforts on managing processes effectively. Automating operations not only ensures compliance but also enhances overall efficiency. With adaptable workflows and sophisticated form capabilities, you can streamline the routing of incoming documents to initiate necessary actions. Additionally, gather critical information for customized reporting and intelligent searches that facilitate informed decision-making. This innovative solution does more than just simplify document management; it fundamentally transforms how you oversee your business operations and boosts overall productivity. Ultimately, adopting such a system fosters a more efficient work environment, paving the way for greater innovation and growth.

What is FileBound?

Enhance collaboration, streamline repetitive tasks, and create customized workflows that empower teams to easily generate, route, examine, process, and access content. With a user-friendly drag-and-drop interface, you can automate intricate tasks without needing any programming knowledge. This ensures a seamless workflow for teams working full-time, on-site, remotely, or as freelancers around the world. You can retrieve files, forward documents for review and approval, create forms, collect eSignatures, track outstanding tasks, and assess project progress from anywhere. Combine multiple platforms for indexing and distributing data, ensuring compatibility with various applications. Furthermore, collect data from diverse formats such as emails, faxes, physical documents, forms, and more, thereby boosting overall productivity and organization. This comprehensive approach not only simplifies processes but also fosters a collaborative environment where teams can thrive together.

Media

Media

Integrations Supported

Google Cloud Platform
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft SharePoint
root9

Integrations Supported

CAPSYS Capture
ExpensePoint

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Egis Software

Date Founded

1993

Company Location

South Africa

Company Website

www.papertrail.co.za/

Company Facts

Organization Name

Upland Software

Date Founded

2010

Company Location

United States

Company Website

www.uplandsoftware.com

Categories and Features

Digital Signature

Not specified

Document Management

Not specified

Categories and Features

Document Management

Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Retention
File Recovery
File Type Conversion
Forms Management
Offline Access
Optical Character Recognition

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