DocRoute™ Document Routing Module
DocRoute™ document routing module extends the Paperless Environment’s pVault™ Content Manager’s distribution functionality. Content received by your company or stored in pVault™ can be distributed to members of the organization electronically using either pre-defined or ad hoc route rules.
DocRoute is designed with easy-to-use, point-and-click functionality so that anyone can learn to route documents and files throughout your company. DocRoute’s user dashboard provides up-to-the minute information about the status of routed documents and tools to manage the progress of the document through its routing cycle
The DocRoute™ module enables you to:
- Route electronic documents and files using linear or looped routing sequences.
- Annotate or notate routed electronic content and store in pVault™.
- Establish pre-defined route rules, or build ad hoc routes on-the-fly.
- Store notes, annotations and audit information with each routed document.
- Reply, reroute, or recall routed content.
- Receive email notification of items routed to your inbox.
- Review status of items routed with dashboard or custom reports.
- Establish hard route-return dates and monitor route progress.
- Secure routed documents against unauthorized access and review.
Paperless Environments customers use DocRoute™ to:
- Electronically route project management documents, (ie. contracts, job photos, change orders, etc.)
- around the company for review and approval.
- Enter and route human resource forms and documents.
- Build a paperless purchase requisition process.
- Review and approve service work orders.
- Electronically distribute plans and drawings to estimators for take-off.
- Electronically route and approve general ledger adjustment entries.