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