Connect documents to the work around them
A document often needs more than storage. Someone must register it, review it, make a decision or complete a related task.
We develop Automation K2 applications that connect documents and business records to the relevant process. Our experience includes internal documents, incoming and outgoing correspondence, contract management, invoice management and a customer register.
Start with how information moves
We examine where records originate, who works with them and how responsibility changes during the process. This defines the required forms, record relationships, workflow steps and access arrangements.
For contracts and invoices, the exact activities covered by the solution are agreed during analysis. Interfaces to other systems and any document storage dependencies are assessed as part of the project.
Electronic signing within the document process
Our document management solution includes fully functioning electronic signing through integration with LVRTC eParaksts. Document preparation, approval and signing can form a connected process, with the signing steps and access arrangements adapted to each organisation.
Build an appropriate scope
You may need a focused application for one document process or a connected set of administrative workflows. We use our experience as a starting point and adapt the implementation to your organisation.
Requirements such as formal records retention, archival controls and accounting integration are explicitly included in the agreed scope.
Continue developing the solution
Our document management work developed over 2022–2024. We provide documentation and maintenance for our projects, with training when needed.
