Workflow Integration

Recurring Needs

Without question, the most exciting use of scanning is within a Workflow process that helps organizations and individuals become far more efficient from all over the globe or right in their local office. To take an invoice from the mail or an email and route it intelligently through an approval process all the way through to payment is as slick as it gets. To be able to easily retrieve all relevant files for a case or a client regardless of the type – Word document, Picture, Email, Financial data or reports, and much more – is a dream to most. Corodata can help make this dream a reality.

We do the dirty work (prepping, scanning and indexing) plus supply the infrastructure for your experts to integrate the software, logic, and protocol.

Workflow IntegrationCorodata will set up a process for the secure transfer of the physical information at the time most fitting your workflow – whether daily, weekly, monthly, on call, or at the close of a case, mortgage, or transaction – and scan these documents very quickly so that they are posted in our secure portal for your retrieval and use. Your firm can then feel free to extract this information into its own system, or utilize the repository for even more data that is created or already digital. The range with which you can use these tools is unlimited as your imagination.

Some great uses of Recurring Needs / Workflow Integration are:

  • Closed Litigation Files
  • Mortgage or Escrow Files
  • Invoices – pre or post payment or collection
  • Year End Documentation
  • Manufacturing Paperwork
  • Clinical Trial Results and Lab Books
  • Customer Surveys, Warranty Registrations
  • Client Credit or HR Employee Applications

Whatever your need, Corodata can play a critical part in maximizes efficiency, reducing fixed costs, and making the most of tomorrow’s technology today.

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