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What is docuTRAK?

Clients can take advantage of the docuTRAK portal to make their requests and keep track of their status. It is vital to provide detailed instructions for each type of service to better assist clients in submitting their requests. Moreover, it is important to keep your staff updated on the latest policies and procedures, enabling HR to effectively manage and promote the sharing of information among team members. In addition to simply documenting actions within a workflow case, docuTRAK provides a “snapshot view” that displays all documents related to that case for quick reference. Supervisors can also access their team members' inboxes to review activities and reassign cases if needed. The system enhances accountability by tracking consultation requests from all users. docuTRAK Online serves as a powerful business collaboration platform, with all documents organized in a centralized registry, which supports various actions across multiple workflows. This interconnected approach not only simplifies processes but also encourages effective communication throughout the organization. By utilizing docuTRAK, businesses can significantly improve their operational efficiency and client service experience.

What is DocuSend?

Our mailroom solution, hosted in the cloud, enables users to dispatch documents remotely to the U.S. Post Office with ease. DocuSend is compatible with a wide range of accounting, billing, or CRM software that generates PDF files containing valid mailing addresses. Additionally, developers can seamlessly incorporate our REST API into their applications, allowing for the inclusion of a convenient "Send mail" button. This feature can serve both as an option for resellers and for direct internal connectivity. Any organization or business that requires on-demand printing and mailing of documents can enjoy significant cost savings. QuickBooks Online customers can take advantage of a 33% discount on their first DocuSend upload, and further details can be found on our website. By leveraging this service, users can streamline their mailing processes, ultimately enhancing operational efficiency.

Media

Media

Integrations Supported

Android
Apple iOS
Banyon Data Fund Accounting
Banyon Utility Billing
Biller Genie
Chrome OS
FreshBooks
Mozilla Firefox
MyCommunity
OneBill
QuickBooks Online
QuickBooks Online Advanced
Safari
TimelyBill
Utility Star
Workhorse Utility Billing

Integrations Supported

Android
Apple iOS
Banyon Data Fund Accounting
Banyon Utility Billing
Biller Genie
Chrome OS
FreshBooks
Mozilla Firefox
MyCommunity
OneBill
QuickBooks Online
QuickBooks Online Advanced
Safari
TimelyBill
Utility Star
Workhorse Utility Billing

API Availability

Has API

API Availability

Has API

Pricing Information

$500 per license
Free Trial Offered?
Free Version

Pricing Information

$1.28 for 1pg 8.5x11" document
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

docuTRAK

Date Founded

1991

Company Location

Jordan

Company Website

www.docutrak.net

Company Facts

Organization Name

DocuSend Inc

Date Founded

1991

Company Location

United States

Company Website

www.docusend.biz

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Categories and Features

API Management

API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Direct Mail Automation

A/B Testing
Analytics/Reporting
Campaign Management
Data Import/Export
Delivery Tracking
Design Management
Event Triggered Mailings
List Scrubbing
Mailing List Purchasing
Mailing Services Integration
Pre-made Templates
Printing Services Integration
Response Alerts

Mailroom Management

Barcode Scanning
CASS Certified
Duplicate Management
Graphical Mail Piece Designer
Intelligent Mail Support
Job Management
PAVE Certified Presorting
Package Tracking
Signature Capture

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