Digital Process Automation
Immediate access to what matters most
Unified and centralized folder structure
Accessible securely anywhere
Accessible securely anywhere
Convenient and compliant
Full audit trail
HYPERSUITE Folder Manager
- Organize, share, govern information in electronic folders
- Store, exchange, verify and sign electronically
Folder Management & Sharing
The Folder Manager supports any electronic document in any file format. It allows organizing and sharing electronic documents into folder hierarchies and compound documents within any workspace. The Folder Manager mirrors the different ways in which people work (e.g., customer or case-centric).
Immediate Access to what Matters Most
The Folder Manager is designed to allow knowledge workers to organize any document type (structured and unstructured data) coming from multiple sources in an electronic folder explicitly dedicated to a customer, case, process, transaction, etc.
All Documents in One Place
By automatically grouping documents, images, eMails, files related to the same topic, users will have access to permanently up-to-date information at any time. This 360-degree view (e.g., of a customer) will benefit the quality and pertinence of any decision-making process.
Unified and Centralized Folder Structure
The Folder Manager offers a unified and consistent structure across the whole organization while meeting the needs of specific departments and/or cross-functional processes, such as:
- Onboarding / CLM
- Loan Origination & Processing
- Legal Case Management, including legal hold
- HR files
• Immediate access to what matters most
• Flexible folder structure (individual to centralized)
• Full text search
• Convenient, secure and compliant
• Preconfigured folder structures
• Highly granular access control
• Powerful integration layer
• Complete & exportable audit trail
• HYPERSUITE/5 Archive plug-in
• Automated case creation
• Digital Mailroom function
The Folder Manager allows the automation of incoming mail processes: companies can digitise all incoming mail and automate its classification as well as distribution within the organization.
Users can split, merge, rearrange documents in the Folder Manager instead of investing time in manually splitting and arranging documents prior to scanning them.
Omni-Channel Capture, Sharing & Exchange
Documents can be uploaded into the Folder Manager from your local system, a scanner, MFPs, and mobile devices. Office documents and emails can be sent to the Folder Manager directly within Microsoft Office and Outlook. The Drag&Drop of documents into the Folder Manager combined with the advanced search functionality make the Folder Manager the most effective virtual working place for information workers.
Document Annotations & Composition
Users can annotate documents (text, highlighting, signatures, images, etc.). Additionally, the composer feature allows document splitting, page rotation, page move, page deletion, and more. This is a time-saving feature when compared to manual work performed before the scanning.
In a move to a more efficient and friendly client experience, the Folder Manager allows for all types of documents to be signed electronically by the Bank’s clients on smart devices.
All signed documents will be automatically stored in the Folder Manager within the appropriate Client Folder, with no additional touch.
Phone call records
Buying and selling have to happen on the spot, without the hassle of paperwork. So, more and more banks use orders placed over phone calls as proof of decisions made by their client.
The Folder Manager integrates with SIP Servers in order to automatically make all phone calls available in customer folders thus allowing the bank representative to always have a complete overview of all information exchanged with the client at any time.
Voice and video files
In another step towards delivering a better customer experience, the Folder Manager is now also able to playback multimedia directly in the browser, saving time for the end user that does not have to download anymore video and audio files, they can be played directly in the browser just like opening a standard document.
The Folder Manager Integration Layer offers fully flexible and state-of-the-art REST API services, allowing 3rd-party applications to easily integrate and use all files and folders functionalities (add, rename, delete, download, versioning, move, archive, deliver, view, read metadata, update metadata, sign, etc.).
Inbound calls may automatically trigger the opening of the relevant customer folder allowing immediate access to all available information (including the recording of the call when required).
The Folder Manager offers an enterprise-wide search which users can access at anytime from anywhere within the Folder Manager. It allows them to access all needed information by just typing in all their criteria in one search bar.
The Folder Manager allows the federation of other systems (e.g., Archives, CRMs, etc.) which provides the user with a full 360-degree transparent view on all information available throughout the organization.