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  • Home Products Document Management DataView Document Management

    DataView Document Management

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    DataView Document Management

    Home Products Document Management DataView Document Management

    DataView Document Management

    DataView Document Management

    Everyone in an organization deals with multiple documents on a daily basis, and keeping track of them is a massive challenge.

    CAI offers an integrated document management system, DataView Document Management, that stores, manages, and tracks electronic documents and images throughout a company. Electronic cloud document management reduces dependency on remote locations or branches and facilitates improved customer service by storing documents and data in a central repository or electronic “filing cabinet.” DataView eliminates missing and incomplete information, increases data verification efficiency and document security, and avoids loopholes that inevitably impact profitability.

    The DataView system incorporates document and content capture through indexing electronic documents, scanning, and user import of documents. Documents created both inside and outside the organization can be stored safely and accessed easily.

    With DataView Document Management software, information flows securely to all users who need it.

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    DataView Highlights
    Fast Data Retrieval
    Store and link related documents and data transactions for rapid access at any time, from anywhere, on an enterprise-wide basis.
    Easy Document Importing
    Automated processes let you quickly import electronically generated, scanned, or emailed digital documents across a network for fast access.
    Business Integration
    Add document management capabilities to your accounting software, CRM, and other applications, and create, update or search for documents from within these apps.
    Centralized Storage
    Documents created inside your company are routed and stored in a central repository, or electronic ‘file cabinet’ for easy access.
    Improve productivity, standardize operations, reduce costs and secure your data.

    DataView makes it easy to store, search and access any type of electronic document, including emails.

    As documents are scanned, the digital image is instantly stored and linked to related documents and data transactions in a central repository, for fast access at any time, from anywhere, on an enterprise-wide basis. DataView helps eliminate missing, incomplete information, improve efficiency in data verification and document security and avoid loopholes that inevitably impact profitability.

    DataView reduces time and labor for your users, and saves money — because employees can easily find the information they need to do their jobs. DataView ensures your audit trail is secure and complete and helps avoid the unnecessary duplication of documents, reduce errors. and improve customer service.

    CAI

    File, Index and Retrieve Documents

    Import and Sort Documents

    Automatically barcode and index (sort) digital documents into the correct “drawer” and folder based on the transaction type and other variables and access hem on demand..

    Retrieve Information Instantly

    Locate customer statements, purchase orders, delivery receipts, etc. in seconds and improve the accuracy and quality of your customer service. Documents can be instantly accessed from any PC, across a LAN, WAN, or via the Internet.

    Web-enabled Access

    Let your customers securely retrieve documents and reports over the Internet, saving you printer toner, postage costs, and time spent responding to inquiries.

    Email Importing

    Easily capture and manage text and HTML-based email messages and their attachments for fast retrieval and improved collaboration among colleagues.

    File Security

    Restrict access to documents according to document type, view-only access, or user clearance. DataView’s image dating technology virtually eliminates the altering documents without detection.

    CAI

    Get In Compliance

    Audit Reports

    Organize documents and ensure your organization’s compliance with Sarbanes Oxley regulations and HIPAA by recording information each time a record is reviewed or modified.

    CAI

    Distribute Reports with Ease

    DataView Report Generator

    Quickly create reports from documents stored in system, or use one of DataView’s pre-defined reports to identify missing documents or alert you to expiring documents. Our industry experts are available to customize reports for your operation.

    Add-On Modules & Other Services
    Record Retention & Disposal
    Setup an automated Record Retention policy to ensure that your DataView system will be compliant with regulations without storing documents that are no longer needed.
    DataView Web Client
    Help your remote employees do their jobs with secure access to their digital documents — wherever they are, whenever they need them, on any mobile devices they want to use.
    Automated Distribution
    Easily transmit documents to customers via email, web server, fax and printer in a wide range of file formats, including IBM (AFP, IPDS, SCS) PCL, RTF and several others.
    Netscan Transfer
    Automatically classify, sort, separate and extract data from incoming documents based on document type, barcodes and text on the page, and then file the documents into the correct folders.
    Email Import
    Easily capture and manage text and HTML-based email messages and attachments for fast retrieval and improved collaboration. No more printing and scanning email documents or dragging and dropping email attachments into the system.
    DataView RESTful API
    Add document management capabilities to your CRM, accounting software and other business applications. You can create, update or search for documents in DataView from within these apps.
    Image Enhance
    Enhance your business applications by enabling data in DataView to be easily accessed. Setup automated tasks to return specific folders or documents or scan documents directly into a folder.
    DataView WebLink
    Our WebLink option easily handles data retrieval via the web. Customers can quickly and securely view reports, documents, invoices and statements on demand.
    Data Conversion
    CAI can convert data from your current document management system data to PDF format to enable document viewing and printing to any laser printer. Converted data can be sent to clients or partners via email, fax, or the web.
    Electronic Lockbox Import
    Let your bank or financial institution securely deposit checks directly into your account and then send images of checks to you after each deposit.
    Report Mining
    Create customized reports, spreadsheets, databases or word processing documents by extracting data from DataView. Data can be sorted, filtered, and formatted as desired, with report templates stored in a SQL-compliant database.
    Barcode Development
    Add barcodes to your documents to accelerate document filing of company paperwork and minimize keying error. Documents can be scanned in, with barcodes, with our automated document indexing. With no human intervention, this is the fastest option for storing documents.
    Success Stories
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    Dealers Supply & Lumber Co.
    One of the absolute best things about DataView, and a feature that we have been using since our go-live, is the ability to easily import both emails and their attachments when we’re working on special orders, dealing with issues after the sales or corresponding with customers. In the two years that we’ve been using the DataView system, we’ve stored in excess of 230,000 documents. I’d estimate at least 10 percent of those documents being email correspondence between our sales people and their customers.
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    EJ Prescott
    DataView is an integral component of our centralized accounting system. It’s instrumental in ensuring that invoices are paid on time and that we’re much better equipped to answer questions promptly from our vendors and customers. We also know that our people in the field and at each division are able to devote significantly more time to inside sales and other tasks all with no change in headcount. DataView gives us centralized payables for each division. As vendor invoices are received, we just enter the PO, hit a button to scrape, or read, the screen and convert the contents to an electronic document. From there, DataView locates the right folder in the system, automatically matches the right invoice to the right vendor and stores the file. It couldn’t be easier!
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    Subaru of Wakefield
    Last fall we began speaking with the folks at DataView. When we looked at the solution, we immediately recognized just how much time and money the system could save day in and day out, and just how much more effectively we could service customers. We went live with the new system in December of last year and we really couldn’t be happier with the results. Our service representatives can now quickly lookup customer statements, acknowledgements, warranty information and other documents related to a particular repair in one place without leaving their desks which really improves everybody’s productivity.
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    Waitsfield and Champlain Valley Telecom
    Our document retrieval system works flawlessly! For almost twenty years we have been working closely with DataView as our document storage and retrieval vendor. In the Telecommunications industry we work with a number of vendors on a daily basis and I can say unequivocally that we wish more of our vendors were like DataView. From initial setup and installation, to annual support and special projects they have always met our needs in a timely and professional manner. DataView not only supports all of our in-house needs, but with simple application interfaces our invoices are available online for customers to view and pay their bills via our secure web portal. Each department has been able to customize security, folders and retrieval according to their needs creating efficiency company wide.
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    Communications Data Group, Inc.
    Working with at least a dozen hardware vendors and over 35 software vendors, I have to say that DataView is in the top one percent of our most valued vendors. I’ve worked with the team at MultiProcess going on twenty years now and have had nothing but success with their flagship product, the Dataview Document Management System. My company serves the Telecom industry and I don’t believe that we are unique in any way when it comes to using the Dataview. Where we may be unique is how we introduce our data to the system. Time-after-time requests have been made here at CDG to “tweak” the system enough so that we can not only maintain what is in place but enhance what we need for the future. The team at DataView has always understood those needs and delivered the product changes on time. I highly recommend their product line.
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    FairPoint Communications
    The support is fabulous! I have worked with DataView for almost 20 years. They have a very user-friendly system. Most users can figure out how to find the archived files that they need without any training. The support is fabulous. I send an email to their support team and my problem is fixed that day. My system has never been down. We have another archive system that doesn’t come close to this one.
    Case Studies
    EJ Prescott’s Situation Improved Dramatically
    Everett J. Prescott, Inc. (EJP) was founded in 1955 in Gardiner, Maine as the first waterworks distributor north of Massachusetts offering water-main tapping and installation, and underground boring. EJP’s first two branches, in Concord, New Hampshire, and Montpelier, Vermont opened in the 1970’s.
    Read Case Study
    DataView Has Truly Revolutionized Invoice Distribution System
    Waitsfield and Champlain Valley Telecom (WCVT) is an independent, privately owned telephone company that provides local and long distance telephone services to the Mad River and Central Champlain Valley regions of Vermont.
    Read Case Study
    Subaru Commits To Customer Service
    Subaru of Wakefield, Greater Boston's largest Subaru dealer, offers the greatest selection of new and used Subaru cars, as well as auto parts, service and repair, and financing in Wakefield, Belmont, Danvers and North Reading, Massachusetts.
    Read Case Study
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