Document administration

Automatic case launching for registered documents, additional documents for ongoing cases, managing replies and corrections

Document administration

A document management system must ensure that incoming mail, emails and fax messages are registered (received, filed) and forwarded to the addressees. Document-related administration is a complex process often requiring cooperation between two or more parties. This is what the Case Management module provides support to. Users can define what case the system should launch for the administration of a document of a specific type. The case will include an image of the document and can inherit professional information as well as connections with partner and product folders. This makes all important information available for administration without having to access the physical document.


  • Launch a case automatically when a document is registered
  • Administration process can be designed by the principal's specialists
  • Default administration process for document types not requiring complex administration
  • Deliver physical records to the administrators managing specific steps, if necessary
  • Multiple cases can be launched for a single document
  • Support the creation of replies and file them automatically
  • Support initiating a request for corrections
  • Handling of incorrect registrations is supported at workflow level


The administration of customer contacts requiring complex management processes and the administration of other mail become well-defined and traceable.

Since administration itself generally does not require the presence of the physical record, processing becomes faster and allows the involvement of more than one administrator.

All information, replies, corrections and other documents generated during document administration are integrated into the case, so the case functions as a folder.

General features

  • Bespoke solutions
  • Reliable systems tailored to the needs of financial institutions
  • Processes and data content can be designed by the principal
  • Solutions working closely with other systems used by the company