Easy implementation, fast adaption Used centrally or in the branch office only

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

TriDoc Document management for banking

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

Comprehensive document management solution tailored to your needsIn-built customization opportunities:

• Individual document types and categories

• Custom fields for documents, companies and persons

• Custom core data, parameterized registration numbers

• Unique approval processes for document types and projects

• Advanced approval processes for more composite workflows

• Data level access control based on document categories

• Data level access control based on projects

• Functional access control customizable

• Language customization

Proposed solutions for banking

Implementation project for 20 users

TriDoc standard product

TriDoc enterprise solution

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Sample licence package includes:

• 20 user licences

• 210 000 document licences

Services included in the sample implementation project:

• Installation

• Initialisation

• Customization using solely in-built customization options of the product

• Training

• 1 year upgrade and support

• Localization – one language (optional)

1. Sample implementation project based on TriDoc standard

Sample package price: 12 500 Euro+VAT

TriDoc standard includes:

• 5 users

• the possibility to register 10 000 documents

By purchasing additional licences the number of documents handled and the number of users can be extended according to your needs.

More information: www.tridoc.eu

2. TriDoc standard – Easy document management

TriDoc standard product price: 1199 Euro + VAT

• 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 requirements and interface needs.

More information: Contact our consultants and ask for a unique offer!

3. TriDoc enterprise – Professional document management

Highlighted reference project

Crédit Agricole 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: invoice number, amount, payee, notice

SSO authentication