Manage eSignature capabilities within a DMS, to route documents for digital signature, monitor status & automatic document check-in once signature is received.
Batch scan multiple documents, and have them automatically and precisely filed to Worldox.
Make scanned and other image-only documents fully text searchable with this optical character recognition engine.
Automatically batch file client reports into your document management software or Windows™ folder structure.
Separate bulk PDF files into individual documents based on specific criteria for auto-filing and delivery.
Batch upload documents to client portals.
Securely email client reports and documents in bulk.
Securely assemble, rename, reorder, and encrypt files on the fly as you attach them to your e-mail.
Integrate Worldox with your existing customer relationship management (CRM) software.
Automatically prepare, file, and deliver unique performance reports and more.