Solutions for all businesses, big and small
Logistics (POD)
Logistics (POD)
Track and trace proof of delivery documents
Import scanned PODs into PaperTrail and seamlessly integrate with your ERP or logistics application and expedite Invoicing.
Identify missing PODs and other reporting requirements.
Outsourced logistics companies can also offer central, secure access to client PODs online using the PaperTrail portal.
Finance
Finance
Input and manage all financial documents within a single Interface.
Payment requisitions, proof of delivery, proof of payment and invoicing all in one place and simple to use.
By integrating with your accounting system, our solution will remove double capturing and increase compliance within the financial divisions.
Each purchase order will create a unique file that can be easily reconciled with the corresponding supplier invoice and manage the allocation of payments.
Manage the entire financial process from supplier quotation and internal purchase order through to reconciling delivery and final payment.
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Client on Boarding
Client on Boarding
Increase efficiency in the client on boarding process.
Using our unique form creation tool, PaperTrail manages the Capturing and On Boarding of new clients.
Our smart solution validates input and improves efficiency in the capturing of new clientele. Each client record is searchable, unique and auditable.
Data obtained by the capture process is easily passed onto back end systems securely.
Changing client information has never been easier with our API Integration.
The process ensures that all key information is inputted where needed and sent to the relevant departments for authorisation.
Loan Application
Loan Application
Integrated smart solution that complies with all credit regulations
Create a simple to use loan application form that integrates with your back-end system.
PaperTrail smart engine will use your scorecard matrix to create an accurate and legal risk assessment. Each loan application will be sent on the relevant approval route and ensure compliance and integrity in the loan process.
Government
Government
Privacy, compliant and easy to use
Ensuring privacy and integrity is vital to all branches of government. From the Tender process to Records Management, PaperTrail offers a secure environment for government regulatory requirements. PaperTrail is scalable and is used by both small and large municipalities and state-owned enterprises.
Our Records Management solution addresses the exact needs of government from importing file plans to the management of disposal schedules and declaring of records.
Human Resources
Human Resources
Managing your employees effectively with complete management control
PaperTrail offers a complete HR solution with our eform, workflow and signing solutions.
Hiring has never been easier with our CV management and on boarding solutions.
From new staff on boarding to promotions, demotions and disciplinary actions PaperTrail manages the entire document trail and provides employees with a dedicated HR portal.
Apply for leave, view your payslip and update your personal profile.
Termination procedures are incorporated and allow for the tight control of all aspects related to the document processes required for staff termination.
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Medical
Medical
PaperTrail medical solution is safe and POPI compliant
Patient medical files are easy generated on PaperTrail.
Access to files is strictly controlled via extensive permissions and view privileges.
Through the use of third party software, for example Acrobat, professional medical personnel can draw and hand write notes on each file.
Each patient is created on the system with a unique patient number that is linked to all previous visits as well as account information.
PaperTrail provides medical professionals with a complete overview of the patient history and profile.
PaperTrail’s built in history module ensures that any document action is audited and stored with the life cycle of the document.
Debt Review
Debt Review
PaperTrail brings sanity in the heavily regulated debt review industry
PaperTrail debt review allows debt counsellors and credit providers to easily communicate and negotiate. Special functionality such as form 17.2 capturing, allows debt counsellors to log on and submit the necessary information.
This solution is suitable for both credit departments and debt counsellor.
A unique and innovative solution designed with industry standards in mind.
Manufacturing
Manufacturing
Complete management of the production process
Automate the production process through sophisticated workflow.
Each step of the production process is auditable and controlled.
Our industry knowledge of the manufacturing industry allows for integration of technical drawings, for the production process.
Manage job card input via intelligent forms and signatures.
Engineering
Engineering
Complete document control for all projects
Manage all aspects of project management, ensuring that the project team always has access to the latest revision of documentation.
PaperTrail manages both the source cad files together with the associated PDF file. Transmittal tools are available directly from within PaperTrail.
PaperTrail powerful indexing caters for all metadata associated with drawing files.
Document controllers benefit from automated document numbering from the metadata together with efficient searching and reporting capabilities.
Legal Solutions / Contract Management
Legal Solutions / Contract Management
Facilitate the creation and management of contracts
PaperTrail manages version control throughout the contract process.
The latest version is always available by default removing confusion as to the most recent changes.
Previous versions are easily accessible and can be restored if required.
Contract can now go onto an approval route for signatory authorisation.
Travel
Travel
Digitising the travel industry
PaperTrail has customised solutions specifically built for the travel industry.
PaperTrail is the preferred solution within the South African travel market.
Our travel solutions range from paperless offices to invoice automation workflows that talk to the core travel applications promoting speed and efficiency.
Integration to specialist travel software viz Amadeus and Galileo provide a powerful document management solution covering all aspects of the travel industry requirements.
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Customer Service and Help desk
Customer Service and Help desk
Increase goodwill with faster turnaround times
Systematically process client queries including orders and quotes by automatically routing correspondence to the appropriate personnel.
Keep a historical record of all communications, with staff able to reply using built-in email viewing and response facilities that offer consistent signatures.
Group mailboxes simplify teamwork by providing access to all correspondence within one central location as opposed to a large number of disjointed individual email boxes.
Accounts Payable Process
Accounts payable process
Manage your Creditors process from a single interface.
Being in control of your company finances can be tricky. Was that order really approved? Which cost centre does that payment fall under? Are we monitoring our company expenses as we should? Now with PaperTrail accounts payable and creditors process you can manage all your payments from one easy to use interface. Request orders, send Invoices for approval and even submit the payments directly to the bank. Our solution can be scaled from the smallest of solutions where only one approval is required to Enterprise level requisition forms with multiple approvals based on various thresholds. Take control of your payment process today.
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Risk Management
Risk Management
Integrated Risk Management
PaperTrail has an Integrated Risk Management Module that allows companies to
take advantage of customisations that are applicable to their specific organisational structures.
Our Integrated Risk Management Module is comprised of these three components:
1. Controls
2. Risk Register
3. Finding of Risks
The above components will effectively manage risk within your organisation.
Compliance
Compliance
No Emails one central transparent system
Compliance takes various shapes and forms depending on the subject matter requirement.
PaperTrail effectively manages the flow of content to the compliance teams while
keeping a full audit of events to the point of completion.
Distribution and Reporting of content events to the Compliance Team is dynamic and can be setup according to your organisational requirements.
Property Management
Property Management
Automated Application Processing
Bridge the gap between tenants and landlords through PaperTrail’s effective, and secure eSignature module. Simplify the process of onboarding new owners and manage the application processing flow of new tenants.
Our expertise in this space, accompanied with the use of the eSignature module and automated workflows ensures all parties are able to complete, sign off and submit the necessary supporting documents for vetting and credit checks efficiently.
Transparency is improved, and all parties are always kept abreast of the status of the application at every stage.
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