Kofax TotalAgility Digital Mailroom

Use Kofax TotalAgility to deliver a bespoke Digital Mailroom based on your unique requirements. The key features of the solution are:

Document Capture: Incoming documents including physical mail and digital communication like emails and faxes, are converted into digital format using scanning and digital capture tools.

Classification & Data Extraction: The software uses machine learning to categorise documents (like invoices or letters) and extract important details such as sender information, dates, and subject matter.

Workflow Automation: Automated workflows are triggered based on set rules. For example, an invoice might prompt an approval process, and customer inquiries could be directed to specific departments.

Integration with Systems: TotalAgility connects with other organisational systems (e.g. ERP or CRM) for smooth data transfer and access across the company.

Collaborative Review: Features allowing digital document reviews, annotations, and comments facilitate efficient decision-making and approvals.

Compliance & Audit Trails: It maintains compliance by tracking document interactions, generating audit trails, and ensuring adherence to regulatory standards.

Reporting & Analytics: Tools for reporting and analytics monitor performance metrics, pinpoint inefficiencies, and refine processes for better productivity.

Archiving & Retrieval: Processed documents are stored in a central repository, making them easily searchable and accessible for future reference.

Continuous Improvement: Insights gathered from analytics drive ongoing enhancements in the digital mailroom processes, continually refining efficiency and accuracy.

Essentially, Kofax TotalAgility's digital mailroom streamlines document handling, automates workflows, ensures compliance, and promotes collaborative decision-making while seamlessly integrating with existing systems for improved organisational efficiency.