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Capisol Cloud Services

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Capisol’s cloud native document management solution seamlessly integrates into Sage for digitalisation of business’ documentation processes and distribution providing enhanced data security

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

Contact Details

www.capisol.co.za

[email protected]

010 822 33 70 | 0836307118

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