Capisol Cloud Services
Cloud document management
Secure archive of your documents onto the cloud without you having to worry about servers or backups. Documents are archived for at least 5 years on the system.
Automatic generation of documents from Sage
- Securely archive all documents into the cloud
- Sage documents are automatically generated using your crystal templates
Mobile friendly portal
- Access all documents and information direct on the web
- Easy search and retrieval allows users to quickly find, view and email documents directly in the portal
- Portal can be accessed on any device from anywhere
Powerful exception reporting
- Report on documents not emailed out
- Identify vendor accounts with no email address or errors in emails
- Reconcile document archive to Sage
- Easily identify if there are any documents missing from the archive
Unlimited users with role based access
- User activity logged at a user and document level
- User access controlled with role based profiles and linked to document types
No IT hardware required
- All emailing done through Capisol cloud servers
- No specialised scanners required
- No servers or dedicated hardware required
Proof of delivery management
Manage all your PODs or supporting documentation in the cloud. Scan from any location and access all documents in a single portal to ensure you have all documents required for your customer.
Efficient cloud scanning engine
- Auto processing of validated documents
- Auto splitting of batches into individual documents
- Batch scan of documents enabled
- Cloud processing of scans
- No software to be deployed on site
- Exceptions highlighted in a queue in the portal for easy user validation
Powerful exception reporting
- Live missing POD report
- Handle export documentation packs
- Extract all reports to Excel
- Automated reporting emailed out each day
Supporting documents automatically linked to financial documents
- Signed POD linked to invoice
- Any file format supported
Link into external transporter system to extract waybills
- Exception reporting to manage transporter and ensure all PODs available
- Waybills linked to corresponding invoice
- Archive all transporter waybills on Capisol
Secure Automated linked delivery
Documents automatically emailed or sms’ed to your vendor with tight security through the Capisol cloud services.
All documents emailed have secure links embedded on the PDF’s to allow the recipient to simply click to drill down to any supporting documents archived on Capisol.
Automatic fast delivery of documents
- SMS or email to recipients automatically
- No user interaction required to generate documents and auto email
- Documents automatically distributed based on settings held within Sage
- Emails or SMS's sent through Capisol infrastructure enable fast bulk distribution
Secure embedded hyperlinks to supporting documents
- User not required to log in to a portal to access documents
- Recipient can access all supporting documents by clicking on the link in the PDF
- Automatically link all supporting documents to a document
Tax complaint PDF distributed
- Send documents directly into customer portals
- Customisable email html and subject line
- No need for recipient to have to download documents
Tracking and monitoring of emails
- Know if recipient deletes email with out reading
- Notified if email bounces
- Keep record against document if recipient reads email
Record and routing of all email responses by recipients
- View all responses in the portal
- All responses recorded against document
- Response can be routed to correct employee to handle query
- All emails distributed can be responded to
ePOD
Schedule your deliveries to customers on the digital planning board and allow your drivers to down load all delivery documents onto a mobile device. Allow your customer to sign directly on the device to confirm delivery. No printing, scanning or lost paper work.
Cloud scheduling of deliveries to drivers
- Enable push notifications to drivers on the road
- Print out a detailed trip sheet for driver and security signoff to assist with end of day debriefing
- Allocate deliveries to drivers electronically and assign priorities
Mobile app works offline
- Once driver is in wifi or has signal, all completed deliveries sync to the cloud automatically
- Deliveries can take place and signing on the device
- Drivers can sync their deliveries for the day using the wifi before leaving
No lost paperwork
- Completed deliveries are synced to the cloud and automatically linked to the corresponding invoice
- No risk of documents being lost or going missing during delivery
- No printing or scanning of delivery notes
Digital signing
Digitally sign documents on any device, anywhere without having to print and scan. Signing flows are managed through dashboards to ensure the process is completed and documents do not lie on a managers desk waiting sign off.
Sign on any device
- Click or tap to sign
- Access documents to be signed on any device from anywhere
- No app to be downloaded
Monitor signing flow progress on interactive dashboards
- Send signers a reminder to action a document
- Quickly see where a document is in a flow
Create adhoc signing flows
- Drag and drop order of signers to action document
- Add users to a flow from an address book
Automatic archiving of signed documents in the cloud
- Completed documents automatically into Capisol cloud document archive
Web and mobile forms
Configure forms for data retrieval from your customer or supplier. Allow them to directly upload documents into Capisol to support their application and account creation
Securely gather information from a vendor directly in the Capisol portal
- No risk of sensitive data being distributed via email and breached
- Direct upload of documents into Capisol
- Vendor sent a link to open on line form within Capisol portal
Workflow & Document generation
Configure workflows to link forms with data warehouse and auto create contracts to be sent for digital signing. Onboard a customer or supplier without having to handle a single piece of paper.
Automatic creation of contract for signing
- Approval / rejection flow
- Contract created from data captured on the form
- Create contracts from templates
Secure upload of documents direct into Capisol portal
- No risk of sensitive data being distributed via email and breached
- Vendor uploads all supporting documents securely to Capisol portal
Contract management
Manage signed contracts and documents in the archive to identify expired contracts or documents that require review or action.
Identify contracts that are about to or have expired
- Trigger automatic emails to vendor to sign or submit updated documents
- Exception reporting on expiry dates loaded against contracts
Exception reporting to identify vendors that don't have contracts on file
- Exception report to identify missing contracts
- Good audit compliance
- No manual reconciliations required
Protection of personal information
Adopt best practice and protect your business and data by allowing Capisol to securely handle your documents and data in the cloud.
Secure delivery of all documents
- All documents encrypted by default
- Enable password protection on select documents or customers
- Detail audit trail of distributed documents held in the portal
Encryption of databases
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