One central, easy-to-use repository of information

• Organize your business information in a secure, central electronic repository with all critical content, regardless of format.
• Manage processing time and increase employee productivity by creating best practice processes and naming conventions.
• Create integrated solutions to organize corporate data along multiple business departments and processes.

Your information is safe.

• Paperwise provides its own integrated security and does not rely on Windows security. The security model is based on users and groups, file cabinets and access restrictions and is enforced at the database level.
• Secure images in their original file formats wrapped and compressed in proprietary containers. Any attempt to modify the container invalidates the images making the system suitable for nonrepudiation. The storage files are unreadable outside the Paperwise application. Once committed to the system, documents are not modifiable without resubmitting to the system. This avoids any question of document authenticity and provides a natural audit trail.
• Capable of tracking detailed activities including logons, retrievals, modifications, deletions, and security changes. These extensive logs are available for administrator export and inspection.

Paperwise gives you peace of mind.

For companies in highly regulated industries, information management is a critical component of compliance. Paperwise provides its own integrated security and does not rely on Windows security. Our security model is based on user and group permissions, file cabinets, and query restrictions enforced at the database level.  Access restrictions apply controls based on individual field values such as account number, document type, queue status, or date ranges, as well. This allows specific security control down to individual document access. Paperwise streamlines audit with the ability to quickly and efficiently produce evidence to verify the right people are doing the right things at the right time. With an audit trail of all designated activities, our software provides a clear illustration to auditors of the quality and compliance-related activity within an organization.

Gain control over your most important asset — your information.

• Protect sensitive data by controlling information access down to individual documents, templates, and indexing fields. Control user access to documents and data based on user-defined rights and corporate governance.
• Provide individual and group controls for user functionality. Approximately 50 functions can be hidden from view or disabled on menus. A common example is disabling all print, email, and export capabilities. This can allow efficient use of the system in a view-only mode but does not allow any information to be extracted from the system for an unapproved use. User controls are provided by username and password protection. File cabinet rights provide generic rights such as View, Modify, Delete Images, and View, Modify, Delete Notes, as well as View and Delete annotations.

• Inherit active directory groups for easy control of security maintenance.
• Apply access restriction controls based on individual field values such as account number, document type, queue status, or even date ranges. This allows specific security control down to individual document access.
• Provide compliance controls for government regulations like HIPAA.
• Create document retention and purging policies with administration tools. Documents can be archived or purged based on date, document type, process, or additional indexing criteria.

Acquire, index, sort, and match data with self-learning capture solutions.

Paperwise Intelligent Capture allows you to put your content to work for you by automatically acquiring, digitizing, indexing, sorting, and matching your content with your existing business system data. You can acquire and extract data from your content with no coding or intervention from your IT team and make it accessible to everyone in your company. You can apply data validation by matching information already in your business systems and enforcing your business rules. Paperwise Intelligent Capture is so smart it can even learn and adapt to any of your business partners’ formats and layouts, increasing your accuracy as you work. It can even find and extract handwritten text. That accelerates all of your processes, improves your accuracy, and provides your teams with collaboration in a way that is adaptable and allows you to scale.

Document and File Capture.

Your organization can now capture and provide structure to all types of enterprise content: including paper, email, e-forms, and multimedia, from virtually any source while maintaining compliance and file format.

• Capture all types of content easily from virtually any device enterprise-wide
• Save documents directly from Microsoft Office applications
• Drag-and-drop electronic files into document repositories for easy filing
• Make all incoming documents full-text searchable for future search and accessibility
• Initiate workflow processes immediately from the initial document capture
• Email auto-indexing by the sender, date, subject, or content
• Immediately monitor and set notifications for incoming data based on location or file type
• Utilize document bar codes and OCR/ICR for automated indexing and processing
• Improve scan quality with advanced re-scan and cleanup technologies

Document and File Access.

Paperwise makes locating key information simple, and quick. With Enterprise Content Search, users can rapidly access the information they need and then take action.

• Index and Content Search
  • Find specific words or phrases within document text, metadata, notes, and indexing
  • Perform full-text searches across large repositories
• Advanced Search
  • Utilize saved search options to locate documents by creation date, document types, or other combined indexing
  • Locate specific documents using system-assigned values or combined smart indexing
  • Create document favorites for quick access to important forms or data instantly
  • Multi-Level Tab search presents documents in multiple viewers for dual processing or interruption-free workflow processes

• Integration and Workflow Search
  • Access managed documents with a single click directly from your CRM or ERP
  • Locate documents from predefined workflow processes and tasks
  • Perform routine searches in one click with custom quick searches that save search preferences
  • Email search by Email Subject, Date, Sender, and content
  • Quick document search from any predefined database
  • Find documents associated with specific business processes