Compart - Document- and Output-Management

Use Cases

How Effective Document Approval Contributes to the Quality of Customer Communications

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With DocBridge® eApproval for Error-Free Document Dispatch

A CEO, who receives a daily flood of business-critical letters and decisions, opens his mailbox. To his surprise, he does not find the expected terms of a travel cancellation insurance but mistakenly the terms of a risk life insurance. While he browses through the letter in confusion, he wonders how such an error could have occurred and how many other customers might have received the wrong terms. Such mix-ups are not only embarrassing but also highlight potential weaknesses in a company’s output management. These unexpected, often absurd scenarios underline the need for reliable, error-free document approval processes. Compart's answer to this problem? DocBridge® eApproval.
 

A Software for Error-free Document Approval

In the digital age, where documents and correspondence form the backbone of customer relationships and personal data must be especially protected, a single misstep can have far-reaching consequences. DocBridge® eApproval by Compart is the result of years of development and refinement with a clear goal: to optimize and secure the document approval workflow.
 

How DocBridge® eApproval Checks Large Production Files

With DocBridge® eApproval, Compart offers a software that enables companies to meticulously review even very large volumes of documents before dispatch. This review includes a reliable in-depth analysis of associated metadata and content using full-text search or - particularly for large files - a sample-based visual inspection. Alternatively, specific documents can also be selected and reviewed based on their metadata. This ensures that every document, letter, and message reaches its intended destination error-free and precisely. The software is specially designed to handle large production files containing hundreds of thousands of documents.

Key Features and Benefits
 

1. User Roles and Access Rights:

Different user roles – from simple viewers to administrators – allow for a tailored distribution of tasks and responsibilities. This system not only ensures enhanced security and accuracy in the document approval process but also improves efficiency and user-friendliness.

2. Automatic Notifications and Approvals:

Users can be automatically notified of new documents for review. Additionally, the option for automatic approvals enables seamless processing without unnecessary delays.

3. Integration into Existing Processes:

DocBridge® eApprobation can be seamlessly integrated into existing output management process workflows, such as DocBridge® Pilot, or into any other output management system thanks to its flexible integration patterns. This ensures efficient and smooth implementation.

4. Flexible Data Retention:

Approval and rejection statuses are retained and can be stored significantly longer than the production data, which may be cleaned up earlier through housekeeping processes (*housekeeping = regularly deleting no longer needed data to prevent unnecessary storage usage).

5. Optimally Adapted:

The software is specifically designed to reliably check large production files containing hundreds of thousands of documents.

Document Approval Software

A Realistic Scenario

Back to our CEO and the terms and conditions of the term life insurance policy: such a mishap can be effectively avoided with DocBridge® eApprobation. By ensuring precise control and review of all documents before they are sent, supported by automatic notifications and the ability for immediate correction, such mix-ups will become a thing of the past. Implementing DocBridge® eApprobation in the document approval workflow not only helps to avoid errors but also brings a significant increase in professionalism and trust, both internally and in dealings with customers and partners.

A New Chapter in Digital Document Processing

The effective approval of production documents is a critical success factor for any company. With DocBridge® eApprobation, Compart offers a software that leverages advanced technology and intuitive operation to make the document approval process more secure, efficient, and error-free. In a time when the integrity of corporate communication is more crucial than ever, DocBridge® eApprobation proves to be an indispensable tool for companies striving for success in the digital landscape.