Highly regulated organizations like banks, holding companies, insurance, real estate, and accounting firms are required to securely store huge volumes of documents, sometimes for decades, and retrieve them instantly when customers, colleagues, or regulators need them.
With DocuShare you can scan paper documents into digital files and store them with your electronic content in a secure, searchable repository. Forms, product portfolios, letters, tax returns, contracts, and more can be shared with authorized users anywhere in the world via the Web. You control the access and use built-in workflows to send email notifications and keep track of approvals.
The automated processes and easy storage and retrieval make you more productive and reduce operational costs in several areas. DocuShare is easy to use, requires little or no IT support, can be set up in just a few days, and is extremely affordable.
Compliance and Disaster Recovery
Out-of-the-box functionality tracks changes to your content and provides an audit trail to satisfy compliance requirements. Regular back-up of your critical content also enables you to maintain uninterrupted operations in the event of a disaster or other disruption.
“DocuShare has an incredible level of customized security permissions, giving us the control we need to really lock down the information where required. By emailing hyperlinks to DocuShare, we eliminated fax, delivery and privacy issues related to handling paper documents outside our network and now have a secure way to transmit information around the globe.”
—Mizuho Capital Markets Corp. |
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Banking/Investment Services
Manage all types of forms, correspondence, policy manuals, legal documents, trade confirmations, REO documentation, audit documentation, SEC filings, etc.
Insurance
Maintain copies of policies, forms, legal contracts, statements, estimates, claims correspondence, etc. accessible to employees, partners, and sales brokers.
Real Estate
Consolidate all types of information in one searchable repository: electronic documents, e-forms, emails, images, multimedia files, scanned paper documents, and more.
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