Doc Route™

Document Routing

Doc Route™ Document Routing Module extends the Paperless Environments® pVault® Enterprise Content Management’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 both in-house or externally using ePortal. 

The Doc Route™ 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.
  • Route documents for eSignature using your DocuSign eSignature account.

Paperless Environments® customers use Doc Route™ to:

  • Electronically route project-related documents (e.g., contracts, photos, change orders) for review and approval.
  • Enter and route human resource forms and documents.
  • Implement a paperless purchase requisition process.
  • Review and approve orders.
  • Electronically route and approve billing and reconciliation records.

Doc Route™ is designed with easy-to-use, point-and-click functionality so that anyone can learn to route documents and files throughout your company. Doc Route™'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.