Webdocs Document Management

Bring users together to access, route, and share files anytime, anywhere. Keep your documents on-premises or in the cloud. Plus, browser-based document management gives employees the freedom and flexibility to get work done in the office, at home, or on the road. You can even mark up and approve documents directly in the browser interface.

Webdocs easily integrates with existing business systems, such as enterprise resource planning (ERP) and line-of-business (LOB) systems. All documents and data from any system can be automatically imported into Webdocs document management system for simple storage.

Retrieve information quickly with Webdocs. With powerful search functionalities, users can quickly find documents based on metadata, keywords, or customized tags. Index-key and full-text search functionality ensure that documents and related content can be found fast. Attach up to 10 search keys to each document for accurate search results. Users can also search within a document. Plus, Webdocs pulls in information to make searching as easy as clicking a “hot button” or function key.

Protect your documents from internal and external threats. Webdocs provides robust security features including role-based access control, version control, and audit trails, ensuring that sensitive information remains protected and compliant with industry regulations. Since all document activity is logged, it’s easy maintain oversight on document processes. Every time a document changes, Webdocs automatically creates a new version, so information is never lost.

Electronic documents can be reviewed and modified directly in Webdocs. Route documents through basic workflows using the built-in routing engine.

Automate approval processes, task assignments, and notifications using customizable workflows. This functionality improves operational efficiency and reduces bottlenecks in document handling processes.

Webdocs offers Interactive User capture so users can capture documents by dragging and dropping as well as printing and scanning. Direct integration into the Microsoft office suite is a key part of the solution as well so users can interact with Word, Excel, and Outlook emails. It also offers the capability to batch import documents using the Delivernow IFS and Folder monitoring feature.

Used in conjunction with DeliverNow, Webdocs can be expanded to monitor your IBM i systems for spool files. If needed, you can enable the Intelligent capture features (normally used to Accounts Payable) to automate the automatic extraction of key information from documents and index them based on predefined rules, reducing manual data entry and improving accuracy.

• Automatically Manage Purchase Orders and Supplier Invoices: Avoid the errors, delays, and payment discrepancies associated with manual PO and invoice management.
• Make Quality Control and Compliance Documentation a Breeze: Maintaining records of quality checks, certifications, and compliance with industry standards (ISO, FDA, etc.) requires meticulous document management. Avoid risk of non-compliance, audit failures, and production shutdowns with document management.
• Tracking Proof of Delivery (POD)​: Manage proof of delivery documents, signatures, and tracking information without losing paperwork and sparking disputes.

• Achieve Compliance with Healthcare Regulations (HIPAA, GDPR): Ensure secure storage, access control, and accurate documentation to comply with healthcare regulations.​
• Easily Handle Consent Forms and Patient Documentation: Collect and store signed consent forms for procedures, treatments, and data sharing with streamlined workflows.
• Manage Staff Onboarding and Credentialing: Track staff certifications, credentials, and training documentation for compliance and onboarding purposes.

• Automate Student Enrollment and Admission Workflows​: Automate management of applications, transcripts, financial aid documents, and approvals to avoid delays in enrollment, lost documents, and a poor applicant experience.​
• Managing Student Records and Compliance: Tracking academic records, attendance, certifications, and compliance documents (e.g., FERPA regulations) with ease.
• Avoid Siloed Administrative Processes and Workflows: Ensure departments are not operating independently, improving visibility into workflows like course approvals, budgeting, or facility requests.​

• Streamlining Event Planning and Approvals: Coordinate approvals for events, productions, and sponsorship agreements by easily managing multiple workflows across departments.
• Documenting Production and Creative Assets​: Managing scripts, artwork, media files, and other creative assets requires version control and centralized storage.
• Employee Onboarding and HR Document​: High staff turnover in hospitality means frequent onboarding. Managing employee contracts, training documents, and compliance paperwork manually can be chaotic with document management.
• Handling of Vendor Invoices and Payments​: Hotels and food services often deal with numerous vendors (e.g., suppliers, maintenance teams). Automatically processing invoices, approvals, and payments can help you avoid delays, errors, and missed discounts.​

• Overcome Claims Processing Bottlenecks​: Insurance claims require collecting, verifying, and approving various documents. Automating workflows results in faster claim resolutions.
• Compliance and Regulatory Documentation​:Meet regulations such as GDPR, SOX, or AML without the meticulous tracking of documents and audit trails.
• Eliminate Accounts Payable (AP) and Receivable (AR) Delays​: Manage invoices, approvals, and payments without creating bottlenecks in AP and AR workflows.

• Contract Management and Renewals​: Manage contracts for software licensing, broadcasting rights, or data hosting agreements without missing deadlines or non-compliance.
• Customer Onboarding and Service Requests​: Collect and manage customer documents (contracts, compliance forms, support tickets) with lightning quick onboarding workflows.
• Secure Document Access and Collaboration​: Ensure secure collaboration across teams for sensitive information, including intellectual property, software roadmaps, or customer data.

• Regulatory Compliance and Safety Documentation​: Reduce complexity and time associated with tracking safety procedures, incident reports, environmental impact assessments, and regulatory compliance.
• Incident Reporting and Resolution Workflows​: Automatically log safety incidents, manage resolutions, and track corrective actions. Reduce inefficiencies and the number of incomplete records.
• Managing Contracts and Supplier Agreements: Automatically coordinate procurement contracts, supplier SLAs, and renewal schedules.

• Managing Research Documentation and Version Control: Handle large volumes of research papers, test results, and technical reports while ensuring version control.
• Manage Intellectual Property (IP) and Sensitive Documents​: Protect sensitive research, patents, and intellectual property while enabling secure collaboration.

• Workflow Automation for Project Approvals​: Secure approvals for project budgets, research proposals, and testing protocols without slowing down operations.