Document management

Across all deployments eDGEVANTAGE manages the flow of process documents and supporting documents, allowing users to make an informed decision and also be able to retrieve customer specific documents in double quick time using the multiple search criteria and filters available.


		Documents can be scanned and attached as PDF documents, or any digital document (softcopy) can be attached to the system from word files, excel files, pictures, sound clips, movies clips etc…

		The system can also be configured to poll a particular file folder on a network or an email address, and extract documents and auto invoke a workflow to process these documents.

		All documents added to the system are indexed using key words that can be typed in or defined from an accompanying checklist or web-form.

		Documents on the system can be viewed and compared – this is specially helpful for business processes where an application needs to be compared with an scanned identification document such as an NIC or Passport

eDGEVANTAGE provides complete document management functionality which is handled by two key components.

Knowledge Portal

Across all deployments eDGEVANTAGE manages the flow of process documents and supporting documents, allowing users to make an informed decision and also be able to retrieve customer specific documents in double quick time using the multiple search criteria and filters available.


	1.	Scan and attach a document to a process instance (flow)

	2.	Allow process users to access the document and tag other documents to this base document

	3.	Index and archive the documents against key words

	4.	Display all documents against a customer folder of a customer folio

	5.	Ability to validate against physical documents

	6.	Track all correspondence between a customer and the organization with easy access to any single document using key word, and pattern searches

	7.	The knowledge portal is the component responsible for generating documents and emails which function as alerts to process users and customers, for example - automated responses and computer generated notices

	8.	The Knowledge portal can also be configured to generate specific document formats such as transaction advice – when used with a process that handles the creation of transactions. Gift Vouchers – when used with a process that manages the redemption of loyalty points etc….

	9.	The Knowledge portal can also be used to generate SMS or text messages which are delivered via mobiles as alerts or customer communication.

Document management

Knowledge Portal

Document Reconciliation Panel