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