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EMC ApplicationXtender Software for Document Management Solutions from ProConversions


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Compatible With:


EMC Compatible  Digitech Software Compatible


New Account On-Boarding Workflow Module

ECM ToolBox New Account On-Boarding from ProConversionsECM Toolbox's New Account On-Boarding Workflow (NAOW) module increases operational efficiencies, provides control over your process and records, and saves you money.


The NAOW module is a powerful web-based workflow solution, leveraging feature-rich (1) EMC ApplicationXtender (AX) document management software, (2) Digitech Systems PaperVision document management software, or (3) ImageSilo cloud document management software and ECM Toolbox's Workflow solution.


NAOW Features & Benefits:


  • Task routing based on diverse business rules
  • Assigns an account risk rating
  • Establishes document types per account
  • Provides "forced" supervisor percentage review based on the processing associate's level of experience or type of account
  • Standardizes account risk measurement and error tracking
  • Pre-formatted emails
  • Automatically identifies issues for accounts and their documents
  • Allows for one-off request for assistance and/or review
  • Audit trails
  • Captured as reports and also as a document in AX, PaperVision, & ImageSilo for each account
  • Admin module
  • Allows business owners to easily modify workflows without IT assistance:
    • Modify data capture templates
    • Change supervisor review percentage
    • Add or delete required documents for specific account types
  • Reporting
  • Provides details about productivity levels
  • Measures the supervisor review process
  • Tracks errors per branch
  • Provides extensive details based on the information available from the data capture templates
  • Immediate account status tracking
  • Automatically updates the "status" index inside AX, PaperVision, & ImageSilo as the workflow task moves through the review process


Contact us for a quote and ask us about a NAOW demo


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