Digital Document Flow – ISDK – Omnichannel and eCommerce retail solutions, CRM-marketing

Digital Document Flow “ISDK-Portal: SharePoint – DocFlow”

Planning to implement an electronic document archive with collaboration/teamwork capabilities, version control and configurable approval routes? Our SharePoint-Docflow solution includes ready-for-use functional blocks covering all main requirements of modern docflow systems.

Office mail

Incoming and outgoing post, documents, and emails. Automated incoming emails filtering, processing, and registration. Managerial notes (resolutions) creation and tracking.

ORGANIZATIONAL AND ADMINISTRATIVE DOCUMENTS

Orders, minutes of meetings, notes, powers of attorney, etc.

CONTRACTS AND DOCUMENTS APPROVAL

Documents creation, collaboration/teamwork capabilities, access control, edits, version control, complex approval routes for documents drafts, contract events monitoring, etc.

CRM/ERP PARTIES SYNCHRONIZATION

Integration with CRM/ERP systems (SAP, Oracle, and others) for contacts and legal entities database synchronization

TASK CENTER

Create and track assignments and managerial notes/resolutions, monitor task completion. Task delegation and ability to assign representatives

CRM, SFA, ERP INTEGRATION

Contacts synchronization, invoicing, payments monitoring, other customer-related information synchronization

EMAIL NOTIFICATIONS, OUTLOOK INTEGRATION

Task synchronization, email task notifications with quick completion links in the email body

CONFIGURABLE APPROVAL ROUTES

Built-in configuration tool for document approval routes setup

ANALYTICAL REPORTS

Docflow statistics (created, completed, processing delays etc.), employee task processing activities and other reports

Learn more about our SharePoint experience and customer feedback:

Testimonials Projects implemented