Document Management

Virtual Office supports efficient and effective business practices by providing users with the broadest set of content management functionality in one integrated platform.

Capture

Capture paper and electronic documents from inside and outside the company via your method of choice, including e-mail, fax, scanning devices and manual upload. You can maintain your documents' attributes with our bulk migration features. All content undergoes optical character recognition (OCR), enabling full-text search.

Learn More »

Document Management

Document Management provides comprehensive version control to ensure that everyone sees the correct content and it eliminates endless e-mails threads with multiple attachments. Documents can be organized and secured in traditional folder hierarchies with comprehensive audit trails and indexed with collaborative tags and/or metadata.

Full-text and Cross-System search enable rapid access to content and easy-to-create eForms serve as the missing link between paperbound and paperless. Request for Electronic Signature eliminates the traditional wait between a document's shipment and approval.

Learn More »

Workflow and Collaboration

Workflow and Collaboration allows users to set Document Rules and basic Routing and Approval workflows help establish simple processes and sequential workflows in minutes. Advanced Workflow streamlines even the most complex business processes with full business process management and can extract necessary information from eForms and place it into customized documents. In addition to workflows, Virtual Office allows you to view and mark up almost any document without downloading it.

Learn More »

Delivery

Delivery options make getting documents into the hands of team members, partners and customers easier than ever. Now you can email links to your documents rather sending emails riddled with attachments. Request for Electronic Signature eliminates the traditional wait between a document's shipment and approval. Documents intended for broad delivery can be posted to public folders that anyone with an Internet connection can access and download.

Learn More »

Records Management

Records Management makes complying with industry and government regulations simple. With Virtual Office Records Management, users can easily establish record classes that determine how long records are stored – from days to eternity – and which personnel are authorized to declare and manage records.

Learn More »

Reporting

Getting the data you need to improve your business processes involves just a few drop-down menus with Virtual Office Reporting. See all your users' document activity by just setting a date range. To accommodate your specific business needs, create Custom Reports without any programming that can include your company's branding and look and feel.

Learn More »

Security, Reliability and Availability

Virtual Office's comprehensive security capabilities allow you to set access privileges at the document, folder or individual level, ensuring that only authorized team members have access to sensitive content. With daily tape backups to multiple forms of data encryption, to SAS 70 Type II certification, Virtual Office offers reliable security – and all at a much lower cost than most software packages and on-site systems can offer. Administration tools allow Virtual Office to be thoroughly customized without programming, and the solution can adapt to your changing business requirements. Role-Based User Settings display different buttons and menu items depending upon the user's job function, making end-user training a matter of minutes or hours rather than days or weeks.

Learn More »