Document Management
Achieve unprecedented operational efficiencies by storing digital versions of all documents in SpryBill. Increase collaboration between your teams by having them share and access documents easily, regardless of the type of document. You can store and manage access to signed documents, images, spreadsheets, presentations and any other digital document that is a part of your business workflow.
Classify & Discover Easily
Classify your documents into Types. Set up Categories and Sub-Categories and organize them to reflect your business domain and needs. Search and retrieve documents by title, description or keywords. Attach documents and files to data in your billing system, such as:
- Customers
- Departments
- Service Lines (Telecom)
- Contracts
- Purchase Orders
- Payments
- Products/Services
- Bundles
- Leads
- Opportunities
- Contacts
- Cases (Trouble Tickets)
- Articles (Knowledge base & Blog)
- FAQs
Security & Audit Trails
Tightly control who gets access to documents and what kind of access – who can add new documents, change existing documents, delete documents, or just view documents. When the documents are accessed by authorized users obtain a detailed audit report on all views & edits of any document.
Encryption
Documents are encrypted on your machine and stay encrypted through the transit and storage on the server. Documents are only decrypted again on client machine once accessed by authorized users. This ensures that privacy and integrity of the contents of documents are protected at all times.
Share & Collaborate
Improve collaboration between various teams through document sharing and access and enjoy operational efficiencies. Email documents to stakeholders right from document manager to deliver information to your clients and partners efficiently. Improve productivity of your teams and grow your business.
Testimonials
Yes, the customer view has made things easier to manage account info and customer service calls.
SpryBill - Sneak Peek
