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.
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.
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.
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.
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.