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Intelligent Dossier for Managing Documents

Keeps docs organized, up-to-date, and easily findable

Document Management

Close Sales, Renewals, and Additions Faster

Eliminate the paper chase. With Beesion’s enterprise document management software, contracts, IDs, proposals and other important documents are always within easy reach. The telecom document management software works as an intelligent dossier, managing and tracking everything from digital signatures to journal entries.

  • Automatically organizes documents into the correct folders
  • Automatically notifies managers about missing, expiring, or incomplete documents
  • Enables authorized users to search documents effortlessly using everyday language
  • Enables the creation of agreements for multiple services (mobile, cable, IoT etc.) in minutes

It uses Beesion’s low-code technology, which uses little to no custom code.
The software is quick to launch and expand.

Find contracts, proposals, quotes, etc. using everyday language

Centralizes and Organizes Documents Automatically

Sales, compliance, risk and other departments can get needed documents from any device, at any time. The software centralizes all documentation and organizes it for search and retrieval.

Step 1

Scan, Email and Centralize all Documentation

Intelligent Dossier will assign documents to the right folder.
  • Identifications
  • Legal Documents
  • Commercial Documents
  • Accounting Documents
  • Multi-media Files
  • Technical Documents
  • Others

Step 2

Detect Missing Docs

Dossier alerts manager to missing or expiring documents.
Hi Bob, you are missing Jane Smith’s photo ID for the corporate wireless account, BigCompany. Please ask her to visit this link and upload a copy of her photo ID here. 

Step 3

Update Dossier

Business rules make sure new additions go to the right place.
Integated OCR converts documents from image files into text files

Step 4

Search Dossier

Authorized users can search Intelligent Dossier, expediting renewals, additions and negotiations

Digitizes and Stores All Types of Documents

The application digitizes all types of documents and then automatically organizes them into folders.  These include:

  • Identifications: Photo ID Scans, Handwritten Signatures, Digital Signatures, Digital Keys, Biometric hashes
  • Legal Documents: Certificates, Contracts, Affidavits, Exhibits, Deeds
  • Commercial Documents: E-Mails, Offers, Proposals, Quotes, Purchase Orders, Agreements
  • Accounting Documents: Journals, Ledgers, Statements, Bills, Receipts, Notes
  • And more

The enterprise document management software automatically routes the documents to the right folders, based on the business rules established by your team. No custom code needed.

Automatically routes docs to the right folders

Keeps Docs Up-to-Date

Without any coding, administrators establish the required documentation rules for sales, customer care, risk, or other departments. Determine:

  • Whether the document is mandatory or optional
  • Whether it must be signed
  • Whether it has an expiry date
  • Whether an original is needed
  • Who must maintain custody
  • And much more

Then, the software automatically notifies managers if documents are missing, expired or don’t satisfy the previously established business rules.

Indexes Docs and Makes Them Searchable

Search tags, meta descriptions, body copy

Whether it’s text or graphics, everything is indexed and categorized. It uses OCR to convert graphics into text. To find documents, authorized users can use elastic search, or everyday language. They can also search tags or meta descriptions.

    Plus, Dynamically Generates New Documents, Contracts, Leases & More

    Automate contract creation and make sure all required content is included. The software creates multiple templates that can be retrieved by other systems and then populated on the fly.

    Using Doc Management Software, business/IT analysts configure the templates, business rules and the APIs.

    Step 1: Create Templates

    Set up business rules to determine the template and the content required. For example, there may be templates for a sales contract, payment plan, lease contract, etc. A sales contract may require:

    • Customer Information
    • Co-Signers
    • Term and Cancelation
    • Financing Obligations
    • Data usage clauses
    • Advertising Disclaimers
    • Etc.

    Step 2: Make Template Accesible to Multiple Systems

    Enable other systems to retrieve the template using an API. For example:

    • CPQ Applications can call API to generate Complex Quotes
    • Collections Systems can call API to generate Debt Refinancing contracts
    • Loan Origination systems can call API to generate Loan Agreements Etc.

    Once everything is configured, sales, care, collections and other groups can create unlimited number of customized contracts, all with the required information

    Step 3: Customize Documents

    After calling the API, the documents are populated with all the unique customer information and required content. The result: a customized contract, service agreement, or other document that contains all the details and looks professional.

    Want to know more about Document Management?

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    Copyright 2024, Beesion, All right reserved. | Terms and Conditions | Privacy Policy

    Copyright 2024, Beesion, All right reserved. | Terms and Conditions | Privacy Policy