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Synergy
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Synergy Document Tracking™


Customizable Electronic Document Tracking Solution

An integral component of the Synergy Document Imaging system.  This complete Enterprise Content Management (ECM) platform fully automates the creation and management of electronic documents.

This sophisticated document tracking module offers a secure, central document repository with immediate delivery of archived images right to your desktop keeping you instantly informed and enhances customer service responsiveness.

What it Does

  • Provides customizable templates to create  individual checklists based on specific needs.
  • Utilizes electronic checklists to manage and track groups of documents.
  • Organizes document groups in a user-friendly format with adjustable views.
  • Full integration with Synergy eDistribution enables users to send notices when documents are missing or expired.
  • Full integration with Synergy Workflow enables users to electronically distribute reports and notifications to key personnel.
  • Provides dashboard view of checklist statuses using an enhanced hit list.
  • Provides extensible searching capabilities and maintains frequently used queries for ongoing use.
  • Supports document level value rating to identify significant documents.
  • Supports custom defined document status to handle varying customer status requirements.
  • Supports custom defined data fields for tracking additional document information.
  • Provides document level exception tracking.
  • Supplies a complete audit trail of all checklist changes.

What It Does For Me

  • Enables financial institutions and diverse corporate entities to further streamline business processes.
  • Reduces inherent operational risk.
  • Ensures compliance with the related regulatory requirements.
  • Enhances service levels and convenience by organizing related documents in one location for easy retrieval.
  • Streamlines information access through a convenient dashboard view, empowering users with prompt decision-making capabilities.
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  • Product Briefs
    Synergy Document Tracking

    An integral component of the Synergy Document Imaging system. This complete Enterprise Content Management (ECM) platform fully automates the creation and management of electronic documents.
Knowledge Center

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