Document Management System

DPR's Document (including letters and emails) Management System provides robust and secure support for the full document lifecycle.

Features include:

• Full version control of all documents stored in the system, including the ability to recover previous versions
• Detailed audit trail including log of all document events (create, edit, view, print etc)
• Automated document production combining custom templates with case data
• Production of grouped document packs eg Offer Pack includes Offer, covering letter, deeds, COT, solicitor copies, customer copies, broker copies etc
• Output in PDF or Microsoft Office format, including logos and signatures where required
• Barcoding, scanning and indexing to automate the processing of incoming documents from post room to underwriter / case handler
• Integration with workflow and rules engine allows business rules to drive document production, checking and case progression
• Full integration with fax and email for both inbound and outbound
• Server-based printing facility for high volume output or local team based printing
• Microsoft Outlook add-in to ensure case related emails are automatically identified and stored correctly