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Enterprise Content Management Solutions

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.

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

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