Industry – Investment Banking / Mortgage Banking
The Archive Studio Content Management Software Suite is well-suited for managing client or vendor files, loan files, transaction documentation, proof of delivery, maintenance records, employee files and accounting documents.
The DocuLex Archive Studio software solution for banking enables your organization with a hosted or server-based document management solution that is simple to use and will immediately add to your productivity and profit by streamlining your business processes, with no huge investment of time, dollars or manpower.
Capture, index, manage and store files while complying with industry regulations, such as Sarbanes-Oxley and Gramm-Leach-Bliley for secure document storage, activity logs and document access. With Archive Studio, documents are promptly available, presented by key values such as number, name, document type, transaction date or other custom fields, and information can also be identified and retrieved using full text content. Manage the security and retrieval of various file formats, such as MS-Office and PDF files, plus email.
Email Archiving and Compliance:
Email has become a significant portion of business workflow for many industries, most especially the banking industry. This has created storage and security issues that need to be addressed, not to mention necessary compliance with many regulatory mandates. Having an email archiving solution in place supplies the user with a streamlined means of protecting this vital information, while making it easily accessible for discovery purposes (someone has a copy of your email, do you?). Email, when properly archived, is part of the ever-important “corporate memory”, which must be retained and maintained in many cases for a number of years.
Archive Studio provides an on-demand or on-premise email archiving solution for email storage management, legal discovery, compliance, and policy-based corporate governance needs – a must have in the banking world. Archive Studio allows organizations to reduce the demands on Exchange and eliminate PSTs, while providing a virtually unlimited browser based mailbox for knowledge workers. Archive Studio combines document management, email management and records management with one manageable application.
The Archive Studio Software Suite Component, WebSearch, streamlines, tracks, and controls the entire commercial lending origination process by automating information-gathering, decision making activities, underwriting, document preparation, and loan booking tasks. The system creates dramatic efficiencies through its built-in workflow management logic and anyplace/anytime connectivity capabilities. Customization to your specific application can be performed using business rules developed your own policies, product definitions, user roles, and operating procedures, as well as the application of DocuLex’s industry “best practices” expertise.
Reduce your operational risk with rules-based systematic management of loan origination and its associated processes by reinforcing credit policy, providing an audit trail for decision making, identifying operating exceptions, and ensuring completion of documentation requirements. Automation of this process provides consistency in the organization’s response to credit requests and reduces staff time to process loans. Customer response is faster, and service staff has the ability to view deal structures and track the status of loan requests on-line to respond to customer inquiries
DocuLex ensures the confidence required to retrieve the desired information, when and where it’s needed. All DocuLex software products are easy to use for the document-imaging beginner, while flexible for the experienced user. DocuLex programs are of a Windows or browser based, open-system format.
DocuLex document imaging software supports most major brand production scanners and multifunctional copiers/printers with scanning capability.
We recommend the following “Archive Studio” selection of Document Management products.
WebSearch – DOCUMENT MANAGEMENT, WORKFLOW, RETRIEVAL AND RECORDS RETENTION
WebSearch manages security and retrieval of indexed and stored electronic files housed locally on a network or remote file server with secure access to the internet. The electronic files may be easily located by searching document-specific descriptions or a combination of full text key words contained in the document. Proximity searching is also available using visual file cabinet and folder structure methods. WebSearch is the electronic document management component accompanying the document imaging and content indexing programs, Goby Capture, Office and Professional Capture.
Goby Capture – DISTRIBUTED and ELECTRONIC FILES
Designed to utilize with digital copiers, network scanners and Microsoft Office. Goby provides walk-up convenience for scanning, indexing, archiving and sharing valuable documents. In addition, Goby offers the integrated capture and indexing capability for MS-Office files such as MS-Word, Excel and Outlook.
WebSearch Browser Based Capture – LOW DEMAND
Designed for use with desktop scanners, WebSearch Capture is a convenient low-volume browser-based document scanning feature built in to WebSearch. It is available for users that desire a simple solution to quickly scan and index documents, making them archived and available on your network or in the Cloud for storage and retrieval. WebSearch Capture is on-demand scanning when needed and requires no desktop installation, only a browser. WebSearch Capture integrates electronic capture of paper files, plus content indexing, which produces searchable electronic files.
Professional Capture – HIGH DEMAND
Designed for use with dedicated scanners or digital copiers, Professional Capture solves the desire to convert large volumes of paper to searchable electronic files. It is a productive software product that fulfills the demands of multiple, complex, imaging projects. Professional offers a wide variety of image processing and indexing capabilities which will streamline and reduce the cost of your conversion projects. DocuLex maximizes technology in order to minimize the labor component associated with document imaging, indexing and printing.