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TriDoc Document Management System for Banking Operations

TriDoc is an efficient document management system tailored for banking operations, offering categorized, structured document filing, retrieval of archived documents, disposal of expired documents, and follow-up on tasks and approvals. Whether used centrally or in branch offices, TriDoc ensures easy implementation and fast adaptation to streamline your document processes.

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TriDoc Document Management System for Banking Operations

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  1. Easy implementation, fast adaption Used centrally or in the branch office only
  2. TriDoc Document management for banking Categorized, structured document filing Retrieval of archived documents Disposal of expired documents Follow-up of tasks and approvals Escalation – Deadline compliance Invoice assessment Order assessment Contract preparation and assessment Management of linked documents Official correspondence handling
  3. The solution for all areas of banking Flexible solution for all areas of banking Closed-loop transfer of documents between branches Electronic approval of documents Email notifications about approval tasks Document archiving in a independent system Web based server application Multi lingual user interface Controlled document access Batch processing of inbound documents Secure data storage
  4. Comprehensive document management solution tailored to your needs In-builtcustomization opportunities: Individual document types and categories Custom fields for documents, companies and persons Custom core data, parameterizedregistrationnumbers Unique approval processes for document types and projects Advanced approvalprocessesfor more composite workflows Data level access control based on document categories Data level access control based on projects Functional access control customizable Language customization
  5. Proposed solutions for banking 1. 2. 3.
  6. 1. Sample implementation projectbasedon TriDoc standard Sample licence package includes: 20 user licences 210 000 document licences Services included in the sample implementation project: Installation Initialisation Customizationusingsolelyin-built customization options of the product Training 1 year upgrade and support Localization – one language (optional) Sample package price: 12 500 Euro+VAT
  7. 2. TriDoc standard – Easydocument management TriDoc standard includes: 5 users the possibility to register 10 000 documents By purchasing additional licences thenumber of documents handled and the number ofusers can be extended according to your needs. More information: www.tridoc.eu TriDoc standard product price: 1199 Euro + VAT
  8. 3. TriDoc enterprise – Professional document management Extended functionality External interfaces – SAP, ERP, OCR Implementation of a more branches system The enterprise version of our TriDoc document management solution will be introduced on a project basis, including the development of the functions according the special requirementsand interface needs. More information: Contact our consultants and ask for a unique offer!
  9. Highlighted reference project CréditAgricole Hungary Number of licensed users: 20 Number of licensed documents: 110 000 Year of implementation: 2011 Length of the implementation project: 1,5 months Delivered additional features: Handling of invoice templates Sending invoice to the financial system Custom fields: invoicenumber, amount, payee, notice SSO authentication
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