Document Management
Manage and Track Thousands of Documents in a Single Place
Digital Copies for Every Document
KEEPING HISTORICAL RECORDS
Our document management module helps you track and manage bills, receipts, and correspondence generated by other TxCore modules. These documents can be easily attached to a business record and retrieved quickly for referencing in a case management workflow.
- Easily create bills, receipts, adjustments, and other notices.
- View, print, and email imaged documents
- Record tracking and retrieval information for an image
- Generate internal documents and tie them to the Workflow module
Connect to Third-party Imaging Databases
FOR DOCUMENT PROCESSING
Our Document Management module tracks and manages digital copies of all documents generated by any of the TxCore modules. For externally generated documents, the application can simultaneously interface to multiple repository systems for easy retrieval.
- Interface with 3rd party document management system
- Users can define the document types and lookup key fields