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.
File, Index and Retrieve 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..
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.
Let your customers securely retrieve documents and reports over the Internet, saving you printer toner, postage costs, and time spent responding to inquiries.
Easily capture and manage text and HTML-based email messages and their attachments for fast retrieval and improved collaboration among colleagues.
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.
Get In Compliance
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.
Distribute Reports with Ease
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.
