Transmittal and Document Management Software

The Solution – SoftExpert Protocol

SoftExpert Protocol is a powerful transmittal system for managing the flow of correspondence or physical/digital items in an intuitive and easy way, thus increasing employees’ efficiency and improving overall security.

The software was developed to meet compliance requirements for regulated environments and to manage and control communications between various departments, branch offices, remote sites, suppliers, partners and customers, providing process visibility and traceability in real time. SoftExpert Protocol also allows for document attachment, object association, and comments by users involved in the transmission process.

In addition, SoftExpert Protocol works in association with SE Capture, whereby system users may scan physical documents and convert them to electronic formats. SoftExpert Protocol, also integrates with SE Document, helping companies reduce time and costs associated with the transmittal management of correspondence and items.

Screenshots

Protocol tracking
Protocol view
Protocol history report
Protocol flowchart

Features

Configuration of multiple transmittal processes for different purposes.
Configuration of transmittal forms according to the organization's needs, through custom attributes.
Support to the transmittal of correspondence and physical/digital documents.
Security control by protocol.
Location of physical copies of correspondence, documents and items.
Control over closure of protocols.
Digital signatures on electronic documents associated with the transmission.
Transmittal flow control through confirmation of receipt or return of protocols.
Automated generation of coversheet, providing instructions and information about the protocol.
Defining responsibilities, assigning tasks for receiving items to specific employees and monitoring them.
Protection of information within the organization, delivering the right data to the right person at the right time.
Creation of a more transparent environment within organizations, where information may be submitted to the right employees at the right times.
Assurance of a reputable image whereby organizations can respond and follow up on all information and items professionally and in a timely manner.