Secure, Automated Workflows
Automation is a huge deal in speeding up workflows. If you could automate your business’s approval process, you stand to regain hours during a month. Efficiency in workflow starts with figuring out what can be automated and what can’t. Several business software suites offer different levels of automation. However, document management is another matter entirely. Automation for document management purposes typically has to follow specific guidelines to conform to regulations put in place by authorities within the industry. Security, efficiency, and reliability define SeraScript’s document workflow automation.
How It Works
SeraScript has developed a methodology that combines some of the best elements of document automation under one simple utility. Document automation with SeraScript benefits from the platform’s built-in security measures and conforms with most regulatory practices. Among the features that make SeraScript stand out as a leader in the industry include:
One, Secure Platform
All documents can be accessed from the centralized platform. New records can be added or updated through a simple drag-and-drop interface.
Custom Templates
Folder templates enable you to customize the look and feel of your folder system. You'll never have to build out folder structures for your clients manually. SeraScript does that for you automatically.
Prevent Sharing Until Approval
When you upload a document to the platform, no one can share it until it gets the finalized signatures. Automatic signature detection means you don't have to worry about the document being shared before it's signed.
Automated Sharing
Distributing documents to the right people ensures that they don't end up in the wrong hands. Here, too, SeraScript can offer you a way to share those documents automatically with the people who need that information.
Automatic Conversions
If you prefer to have your documents sent as a PDF instead of any other document format, you can get them converted automatically.
SeraScript's Workflow Features
In addition to offering automation, SeraScript also provides a plethora of features that a business can use. These include:
DocuSign
SeraScript Vault has direct integration with DocuSign through a built-in connector allowing for seamless use of the utility within the Vault itself.
FormsLogic
If your business uses forms to collect and collate data, FormsLogic integration can be a priceless addition to your document management software suite..
Advanced User Permissions
Different files have their own access level. Individual user permissions ensure that the documents aren't accessed by individuals who should not see them.
File Encryption
Security comes from more than just guaranteeing the documents can't be accessed. High-level encryption ensures that records are only readable to a select audience.
Activity Reports
Who accesses which file and when? Activity reports can help businesses spot errant activity with their files and even trace the potentially guilty party.
Notifications
With multiple people working on files at different times, real-time notification of file changes can ensure that the relevant personnel learns when their documents are updated.
Blockchain
SeraScript is built on the latest blockchain technology, providing added security and redundancy that traditional storage methods can't.
Signatures
Automatic signature detection and integration with DocuSign means that documents are signed and distributed faster than ever before.
Keep Your Business Secure & Compliant
SeraScript ensures compliance with FINRA and SEC regulations. Each of our automation methods fully complies with the guidelines stated by these organizations. Besides FINRA and SEC, SeraScript’s document storage solutions comply with Write-Once-Read-Many (WORM) protocols. This compliance is necessary for HIPAA regulations, another industrial standard that SeraScript supports. Businesses that utilize SeraScript’s Vault get access to the latest technology and fully compliant back ends that are scalable to whatever the organization needs.
Why Choose SeraScript?
SeraScript remains one of the few document storage solutions available commercially that is FINRA and SEC-compliant and follows the guidelines outlined by HIPAA for document storage. Additionally, automation makes workflows that much more efficient. With systems that seamlessly interact with each other and frictionless distribution of data, SeraScript provides a unique way for businesses to integrate resilient document storage into their workflows. The question shouldn’t be, “Why choose SeraScript?” The question should be why you haven’t contacted us yet. We’re looking forward to working with you to build a document storage system that meets your needs.
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