Capisol Cloud Services

Description

Cloud document management

• Securely archive all documents into the cloud
• Automatic generation of documents from Sage
• Mobile friendly portal – Portal can be accessed on any device from anywhere
• Powerful exception reporting
• Unlimited users with role based access
• No IT hardware required

 

Proof of delivery management

• Efficient cloud scanning engine
• Powerful exception reporting Live missing POD report
• Supporting documents automatically linked to financial documents
• Link into external transporter system to extract waybills

 

Secure Automated delivery of documents – Emails or SMS’s

• Secure embedded hyperlinks to supporting documents
• Tax compliant PDF distributed
• Tracking and monitoring of emails
• Record and routing of all email responses by recipients

 

ePOD – Sign on Glass

• Cloud scheduling of deliveries to drivers
• Detailed trip sheet for driver
• Customer signs direct on device
• Mobile app works offline
• No lost paperwork – No printing or scanning of delivery notes

 

Digital signing

• Click or tap to sign documents on any device
• Documents automatically archived in the cloud

 

Web and mobile forms

• Securely gather information from a vendor directly in the Capisol portal
• Direct upload of supporting documents into Capisol
• No risk of sensitive data being distributed via email and breached

 

Workflow & Document generation

• Automatic creation of contract for signing from data captured on the form
• Approval / rejection flow
• Secure upload of documents direct into Capisol portal

 

Contract management

• Identify contracts that are about to or have expired
• Exception reporting to identify vendors that don’t have contracts on file

 

Protection of personal information

• Secure encrypted delivery of all documents
• Enable password protection on select documents or customers
• Encryption of databases