Securely store & retrieve
All documents will be stored in a central digital location – on premise or in the cloud – accessed from any of your business locations at the click of a button.
Built for Social Housing
Our user interface, folder structures, document tagging, subject access requests, record security and document redaction functions are purpose built for Social Housing Providers.
Supports Mobile working
Allowing field-based staff such as Housing Officers, Estate Managers and Wardens to capture information on tablets and smart phones whilst in the field.
Supports GDPR compliance and retention policies
GDPR friendly document retention policies and the automation of rules can be set against Data Retention Guidance from the National Housing Federation. Furthermore, OCR (Optical Character Recognition) means users can search and find specific records quickly, as well as automatically storing documents such as invoices on receipt with no manual intervention required.
Retention and Security features:
A document management system to capture all interactions
Your Document Management system needs to cope with any type of content; from physical data, emails, text messages, media files, electronic forms and unified communications, to data that is captured in the field. This could be via your engineers or other staff working remotely within your communities and neighbourhoods. A true Document Management system should capture any interaction with any person, anytime and anyplace (and ideally from any device).
On the other side of capture and storage is the fast and efficient retrieval of customer records – on-demand. This is where your organisation begins to see true productivity gains as your staff are no longer spending an age looking through filing cabinets for a single record. The average record retrieval time within Document Management systems should be seconds.
Our software integrates with a variety of your business applications, allowing you to automatically store and retrieve documents generated from your systems. With the ability to read all file types (including video and audio) Document Management can be utilised across your whole organisation, at the touch of a button, even if your users are mobile.