Document Management Solutions

Are you wasting time on things that don’t help your profitability? Are you located in the Bonita Springs, Cape Coral, Fort Myers, Immokalee, Lehigh Acres, Marco Island, Naples, Port Charlotte, Punta Gorda, and surrounding areas?

What you do with your documents and how you handle them is critical to your success. We have ways to manage your documents that will allow you easy access when you need it.

Electronic Forms

Converting your paper based forms to electronic forms will make it easy for you to design documents as needed with your customers in mind. You will be able to store your customers’ spending habits in your database and you will then be able to use that information to personalize to them right on their invoice.
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Capture and Routing

Converting a hard copy to a digital copy requires capturing the document. This can be done by scanner, bar-code recognition, or Optical Character Recognition (OCR). The captured information can then be routed to different destinations such as: Email addresses, network or web folders, databases, and accounting systems.
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Document Management Systems

Keeping documents and folders organized can be difficult. We offer a Document Management System which is a great way to store your electronic forms in a digital database. This allows you to easily search through them to find the one you need when you need it.
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Workflow

Workflow is the way that documents move through the work process. There are a few things that can be done to optimize the workflow in your business. One way is to automate manual processes. Another is to combine consecutive steps into a single simultaneous step. If a manual process, consisting of multiple steps, can be converted to an automated process where the steps are completed simultaneously, efficiency can be greatly increased.
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