Guaranteeing the correct flow of information and having control over the company's digital assets are key actions to maintain processes and drive business growth.

 

VisualDoc® is the document management tool that allows you to automate workflows and achieve better results in the centralized processes of Organizations.

 

What can VisualDoc do for your organization?

With the VisualDoc tool, you can manage all your company's documents, digitize them and secure information so that it flows effortlessly between collaborators.

Thanks to the agile and intuitive handling of the tool, the incorporation of automated workflows is easily achieved, using digital and electronic signature of documents, as well as the generation of onboarding, administration and management forms of the Organization's processes.

Stores documents securely, supporting any type of files such as images, structured documents, videos or audios among others, generating their automatic indexing in an easy and secure way for subsequent search and viewing.

The data contained in VisualDoc can be linked via webservices and accessed by ERP platforms, CRMs, regulatory entities, banking entities and state agencies, directly or through API-rest transfer interfaces, thus integrating all the organization's information in one centralized management tool.

Our management tool allows you to reduce document filing and search times, secure and make information available by managing its permanence cycle, automate routine processes and incorporate simultaneous validations, work permanently from different remote devices, complementing the efforts of international work teams. Our tool provides reliable information, generating defined indicators for correct decision-making in a timely manner, eliminating tedious tasks and centralizing data in an updated manner.

Get the speed and efficiency that your organization requires, centralizing digital documents, managing the soul of your business. An organization that manages its documents efficiently makes sound business decisions, reduces costs and generates added value with the contribution of those involved.

We invite you to learn about our tool and collaborate in the development of a strategic document management plan according to the needs of your organization.

 

Get to know the features of VisualDoc in detail

Digital Records

Store documents and information on indexed digital drives.

Electronic Forms

Use the secure, electronic information collection tool, available to both internal and external users.

Electronic Onboarding

Incorporate electronic forms to start procedures or workflows, in which it is required to attach documents with an electronic signature.

Company Digital

Using a certificate or token issued by a Certifying Authority, sign documents with the same validity as the written signature.

Electronic signature

Use simple electronic signature using your own digital certificate.

Set Integrity Docs

Validate the integrity of sets of related documents automatically.

Workflow

Model and formalize the sequences of actions and automate processes based on the flowcharts created within the document manager.

Reports and metrics

Measure and control the management carried out, identifying points of improvement and bottlenecks.

Validations

Run validation processes or automatic validations of the information entered.

Centralized Information

Store all information in one place, VisualDoc offers a centralized repository of valid, organized and secure information.

Indexed Information

Search files or files from stored data or within protected documents.

Link to management systems

VisualDoc links with the main management systems on the market, optimizing and enhancing the allocation of resources within business processes.

Consultations to external sources

Incorporate information from regulatory, public, banking or treasury entities, among others, into your document management processes in an automated manner.

Mobile Capture

Incorporate document management from the palm of your hand through image capture and direct linking to document management from the app available for Android and iOS.

Intelligent data extraction

Use data capture and intelligence recognition engines, extracting, validating and indexing fields in structured, semi-structured and unstructured documents.

Automatic sorting

Based on recognized data, facilitate your processes through automatic classification of processed documents.

Capture OCR, ICR and BCR

Use available automatic recognition engines to capture and recognize handwritten, printed characters and barcodes.

QR and barcode reading

Enhance and incorporate different technological tools in document management.

 

 

User Management

Assign roles, permissions and access according to the needs of your company, ensuring the confidentiality of information and processes.

 

 

 

Our clients

 

 

Contact