Document Management

By: Leaseteam  09-12-2011
Keywords: Data Transfer

Document Management

In any business transaction, a number of documents

must be created to communicate details and finalize the process. LeaseTeam's Document Management functionality lets users leverage information from the database to create documents throughout the application processing stage. Examples include letters, credit documents, contracts, billing, ACH (Automated Clearing House), insurance, UCC (Uniform Commercial Code) filing, sales tax and pre-book documents.

LeaseTeam's front-end application also provides the ability to generate Here are just a few more advantages of LeaseTeam's document management functionality:

The documentation features allow credit and operations staff to easily assemble the required documents and edit documents for those larger, negotiated transactions. When deals are ready for booking, seamless data transfer is available. Deals may be uploaded for booking into the back-end system.

Once credit applications have been decided, a user can print all required documentation. All that's left to do is sign to close the deal. No time is wasted waiting for documents to be created by your administrative staff.

More robust document management can be obtained through EMC Documentum ApplicationXtender. This tool electronically stores, organizes and manages documents, files and other business-critical information, providing fast, security-controlled access to information within an easy-to-use Windows/.NET-optimized system. It enables the capture, organization and delivery of fixed-content images, documents, reports and other business-critical information. With Documentum ApplicationXtender, you quickly access information from a universal desktop interface, enabling greater control over business documents, enhancing the quality of decisions, increasing customer service levels and improving employee productivity.

Because you're working in a Web-based system, you can use the online document checklist to track your documents from generation to execution. This helps you to keep track of what documents have been generated, distributed, signed, etc., allowing better deal management and follow-up on approved deals.

Keywords: Data Transfer

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