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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.