Document Pro Base System
The Base System of Document Pro provides everything you'll need
to have a highly efficient, reliable recording system. Our
receipting capabilities streamline the recording process by
automating the system... when a receipt is entered the document is
created and, if applicable, the book and page number are
sequentially assigned. The document can then be indexed,
scanned, validated and marked returned directly from the
indexing screen, providing a dependable and consistent
process.
The key features of Document Pro
are:
Integrated
Receipting
Our receipting capabilities simplify
the recording process by automatically creating documents at the
time of receipting. This way you complete the transaction with the
customer and begin the indexing process all in one step,
eliminating redundant processes and extra work. Other receipting
benefits include the ability to enter an unlimited number of items
onto a receipt, and the capability to set up receipt items to not
create a document.
Integrated
Imaging
The imaging capabilities in Document
Pro allow you to modify the image to suit your needs. You are able
to add annotations without permanently altering the scanned image,
and our basic OCR capabilities provide a timesaving method to copy
text from images. We offer a 'Private' image tool so you can hide
images that are only for internal viewing, or on a lesser scale,
you can utilize our redaction capabilities to hide sensitive
information on an image while leaving the whole visible to the
public.
Customer
Account Tracking
Document Pro allows for cash, debit or
credit style customers. Our customer statements / invoices provide
a number of options so you can choose to include only the pertinent
information to simplify the billing process.
Robust
Searching Capabilities
Our document search screen provides the
capacity to search on a vast range of criteria, from document
number and date ranges to the TRS for a specific piece of land. Our
custom indexing fields allow you to create your own searchable data
entry fields. The Quick Search feature of Document Pro allows you
to search on specific criteria from anywhere in the program!
Image Export
Capabilities
The exporting tool in Document Pro
allows you to export out a specific set of documents using our
document search feature, or all documents created or modified since
the last export. You can customize your export to include or
exclude a wide range of criteria, then save the profile to simplify
your daily routine!
Security
Management
Our security manager allows you to
create 'roles' so you can set up basic user types then assign new
users to a group instead of having to pick and choose
permissions for each user. The wide range of security keys allows
you to prevent users from performing any number of tasks, ensuring
that mistakes are uncommon and avoided.
Reporting
Document Pro provides a wide range of
reporting options that allow you to track not only document and
money entries into the program, but other pertinent information as
well. Included is the ability to find the amount of time that it's
taking for a document to go through the recording process, the
capability to track all changes made to a document or receipt, and
the availability of a wide variety of state-specific reports!
