All documentation associated with a case is held and managed in one place. Everything is to hand, ensuring a timely response and that nothing is lost.
All document types supported
Email, letter, text, phone, scanned items, e-mails, attachments, texts, phone notes etc. The integrated Microsoft document management system means everything is searchable, secure and backed up.
The case record contains a document summary of all incoming and outgoing documentation, all clearly visible and easily accessible from a single view.
Automatic generation of key documents
Documents are automatically created at agreed stages in the workflow e.g. acknowledgement letters or emails. This speeds up response time and ensures consistency and conformity to guidelines and legislation in correspondence.
Automatic population of templates
Template letters and emails are automatically populated with case data, such as name, address and case reference number. Full editing capabilities are available for personalisation of responses.
File management tools
File management tools ensure your organisation's document retention and archiving policies are correctly followed. This can be important for conformance with data protection policies for example.
Select multiple documents and combine them into a single pdf. This is particularly useful when sharing workloads with external parties
Scanning and printing
Scanning, printing and customer communication platforms (CCM) can also be integrated with Workpro. One of our clients for example has a paperless office policy which requires Workpro integration with their scanning solution.