Document Process Automation Outbound
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Digital Archiving

Index and File Documents Electronically for Rapid Search and Retrieval

Transactional documents – from invoices to purchase orders to packing slips -- are a necessary part of doing business for any company. They often have to be kept and referenced for years after their origination dates to aid in customer inquiries or comply with Federal regulations. Trying to accomplish this with paper documents induces many headaches, including time-intensive, manual processes for sorting and filing, the cost of maintaining physical storage space, and ease and speed of access.

A digital archiving system provides a compelling way to protect and extend the value of these documents. Transform® Content Center stores a duplicate of the document in PDF format. This exact copy is automatically indexed and filed by the system and is available for instant search and retrieval either through the user's network or via a convenient Web browser.

Bottomline also offers a SharePoint-based solution, Transform Filer that offers easy-to-use indexing, search and retrieval directly into SharePoint with one-click.

By replacing boxes and file cabinets with a server, Transform Content Center or SharePoint-based Transform Filer dramatically reduces the costs associated with managing, maintaining and disposing of business critical documents and offers the opportunity for a strong return-on-investment (ROI). An electronic archive allows customer service or accounting personnel to more quickly find and send pertinent documents to customers reducing the time spent on a typical client inquiry from hours to minutes. The ability to quickly retrieve documents not only leads to improved customer service, but provides substantial cost savings.

 

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Product Information
Customer Case Studies
Bellco Health
Bottomline's electronic document archive capabilities fuel accessibility and visibility.

Hickory Foods
Learn how Hickory Foods beefed up their invoicing and document automation processes with Transform Filer

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