TABLE OF CONTENTS 3 About Paperless Environments 5 Why Paperless Environments? 7 Our Products 9 pvault Enterprise Content Manager 12 AP Flow Accounts Payable Workflow Module 14 Doc Route Document Routing Module 17 Additional Services
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ABOUT PAPERLESS ENVIRONMENTS Paperless Environments is a content management and workflow automation solutions provider. Our products integrate electronic versions of paper documents and other digital information with your existing business applications and infrastructure. Paperless Environments offers a wide range of products that will help in the productivity of your office. Recent emphasis on regulatory compliance, cost containment and productivity enhancement has caused companies to seek ways to electronically automate traditional labor intensive, paper-based processes. We utilize custom-built technology to create paperless solutions that enables you to achieve maximum efficiency and profitability. In addition, our paperless solutions are backed by expert engineering and training, as well as support from people who stay in tune with customer functionality requirements.
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WHY PAPERLESS ENVIRONMENTS? INCREASE ORGANIZATIONAL SECURITY AND MINIMIZE RISK We realize that you have a choice. We separate ourselves from the competition by offering paperless solutions that feature automated workflows, which fully integrate and leverage your existing business applications. Our products are flexible, scalable, and easy to use and maintain. Join our growing list of satisfied customers who are realizing the cost savings and efficiency of a paperless environment. INCREASE EFFICIENCY AND PRODUCTIVITY REDUCE COST OF PRINTING, SHIPPING AND STORAGE COMPANIES THAT UTILIZE OUR PRODUCTS: IMPROVE CUSTOMER SERVICE Experience increased efficiency and a significant reduction in the cost of handling paper instantly. Enjoy the simple user interface, expert engineering services and utilization of open architecture design for enterprise functionality. Realize immediate improvement in profitability. Appreciate our ability to integrate seamlessly with their applications. INCREASE AMOUNT OF PROMPT - PAYMENT DISCOUNTS REDUCE USE OF PAPER AND SUPPORT GOING GREEN
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OUR PRODUCTS We offer a variety of solutions that will help you and your business excel, expanding your ability and access to files at anytime and from anywhere. We are confident that we have a product that will meet your needs. pvault is the foundation for all of Paperless Environments solutions. With the purchase of pvault, we can provide you with a variety of add-on module solutions to meet all of your business needs. PVAULT Enterprise Content Manager AP FLOW Accounts Payable Workflow Module DOC ROUTE Document Routing Module ADDITIONAL SERVICES
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PVAULT ENTERPRISE CONTENT MANAGER PVAULT pvault Enterprise Content Manager captures and organizes all electronic business records that are created or received during normal business transactions for fast, easy, multi-user access and distribution. This program centralizes your vital business content in one secure location. Eliminate duplicate file storage, inconsistent file naming and placement, lost files, and limited or no life-cycle management. pvault not only provides structured controls on how your company manages paperless files and documents, but also acts as a tool to secure and manage electronic content so that your organization complies with federal, state, and local electronic information requirements.
PVAULT ENABLES YOUR ORGANIZATION TO: CAPTURE pvault can capture any type of document, from any location. Scan Drag-n-Drop Print capture from any program Import from network file location Remote upload Microsoft Office Send-to functionality XML or CSV Import RETRIEVE Retrieve images via any combination of index fields or by keyword search Restrict users to view only allowed content with document type and/or index-level security Retrieve using index search criteria or user defined templates with folder views Web portals allow remote users, customers and subcontractors to access documents assigned to them from anywhere in the globe View integrated reports that link documents to business data via Crystal Reports INDEX & STORE User definable document types and indexes Standardize document naming and information input Lookup and backfill index values from external databases Securely store documents on any network drive or device Maintain history of document revisions Audit trail of all actions taken on document Annotate your document images with stamps, notes, lines and signatures DISTRIBUTE Distribute documents via email, print and save to file Route documents to other users via Doc Route module State-of-the-art Accounts Payable invoice routing/review with the AP Flow module Export images and related index information with a built in viewer to external users utilizing the CD Plus module
PVAULT ALSO: MANAGES DOCUMENT LIFE CYCLES Establish automatic archive policies Purge documents based upon company specific retention policies Place documents on litigation hold for added security REDUCES OPERATING COSTS Eliminates the costs of printing, shipping and storing paper Improves productivity by providing instant access to content and processes from anywhere Speeds up processes by automating the route of documents by customer defined rules based upon document type and/or index values MINIMIZES RISK Enables easy enforcement of company security policies and tracks all access and activities performed on the document Facilitates reporting and auditing on information you do and do not have IMPROVES CUSTOMER SERVICE Eliminates the time spent searching in multiple locations for documents and waiting for files to be pulled and delivered Provides real-time visibility into status of documents residing in a company process Automate the collection of documents from external users/clients via remote upload applications or XML based imports PVAULT
AP FLOW ACCOUNTS PAYABLE WORKFLOW MODULE 12 The AP Flow Accounts Payable Workflow Module replaces the manual invoice approval and coding systems with a paperless process that instantly reduces the cost of accounts payable invoice processing, and improves invoice approval turnaround time by over 50%. AP Flow links to your ERP database to ensure high-speed validation and single-entry, single-touch invoice capture, entry and approval. Our customers find that implementing AP Flow makes such an impact on their accounts payable process that, within a few months, the system returns their initial investment.
AP FLOW ENABLES YOUR ORGANIZATION TO: Process invoices and support documents at point of receipt Eliminate manual pre-sorting of documents prior to scanning Utilize an integrated invoice entry screen for single-entry point of invoice data Enter user defined invoice data fields for complete data capture and search capability Import credit card or electronic invoice information for hands free data entry Automatically match and index supporting documents with invoices Manually route invoices or build automatic, sequential route rules based on vendor, GL account, department, dollar amount, etc. Provide full-function, single-screen, point-and-click approval dashboard with all the necessary integration and information to accurately process and code invoices Allow approvers to annotate and comment on invoice documents and track comments for later review Provide A/P processors instant status information on all pending invoices with intuitive dashboards Electronically export all A/P transactions to accounts payable module for payment processing Link electronic A/P documents with accounting transactions using Crystal Reports drilldown functionality to provide custom enterprise level reports Automatically link scanned checks with electronic invoices and support documents for multidimensional, multi-index search and retrieval Provide check signers with a check review tool to electronically view all invoice/support documents and reviewer information AP FLOW INCREASES IN EFFICIENCY AND PROFITABILITY COME FROM: Higher A/P invoice processing production The ability to take advantage of quick-pay discount opportunities offered by vendors Instant access to accounts payable information and documents Reduction in handling/courier cost Electronic capture of accounts payable invoice/ credit card information Elimination of paper storage costs
DOC ROUTE DOCUMENT ROUTING MODULE 14 Doc Route extends the pvault Enterprise Content Manager s distribution functionality. Content received by your company or stored in the pvault can be distributed to members of the organization electronically using either pre-defined or ad hoc routing rules.
DOC ROUTE ENABLES YOUR ORGANIZATION TO: Scan and distribute mail Route via pre-defined routing rules or route on-the-fly Route electronic documents and files using linear, looped, or index-based routing sequences Gather additional documents for collaboration Store audit information with each routed document Reply, reroute, or recall routed content Receive email notification of items routed to your inbox Review status of items routed with dashboard or custom reports Establish hard route-return dates and monitor route progress CUSTOMERS USE DOC ROUTE TO: VIRTUAL FILE ACCESS ACCOUNTING SERVICES CONTRACT MANAGEMENT GRANT MANAGEMENT HUMAN RESOURCES DOC ROUTE Electronically route contracts, time sheets, vacation request forms, and expense reports around the company for review and approval Enter and route human resource forms and documents Build a paperless purchase requisition process Review and approve service work orders Review and approve time sheets Electronically route and approve general ledger adjustment entries
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OTHER PRODUCTS + SERVICES ADDITIONAL SERVICES Paperless Environments also offers a range of additional products and services to make your business even more resourceful. As part of our list of modules, we can include our distribution module, CD Plus, to your pvault program. We also can extend any package to include electronic forms among other add-ons. Paperless Environments is committed to increasing the profit and productivity of its clients by enhancing our products with specialized engineering/training services and customized applications. Our goal is to reduce cost and risk by re-engineering electronic filing policies and procedures, and automating routine/ repetitive tasks with advanced business process tools. OTHER SERVICES INCLUDE: Engineering services to re-write policies and procedures Training services to ensure complete implementation CUSTOMIZATION SERVICES TO: Design enterprise reports Create customized workflow processes Build OCR/ICR templates and bridges Customize Bridge applications for almost any application ADDITIONAL