Document Management Software

This category includes all document management and digital archiving software solutions.

Document management concerns the administration of a document throughout its entire life cycle. In today's banks, there is a tendency to favour the creation and use of natively digital documents, which are born in digital format and remain stored as such.

But, even today, many paper documents are produced in the bank. Paper documents, or scans, are being acquired from customers or other partners. However, these documents can be managed and stored using digital archiving programs.

Digital archiving is the preservation of data and information in a digital format. This process has become increasingly common in recent years, thanks to technological developments that have made it possible to create and manage large amounts of data efficiently and cost-effectively.

Digital archiving offers many advantages over traditional archiving: less space is used, data is accessed faster and easier, security can be guaranteed through passwords and encryption.

A digital document is then more easily integrated into the bank's work processes, allowing it to be easily shared with other figures and sent from one office to another in just a few clicks.

The new archiving automation systems are interfaced with all the functions of the banking company and with correspondence, through integration with all communication channels such as email, SMS, customer care, etc. and automatically store according to the law, all communications and attachments by connecting with the main mail and text management programs.