To save time and hassle in the wizarding world, Harry Potter and the Weasley family (and other wizards) can transport themselves anywhere with a magical fireplace and floo powder. On the flipside, many departments — especially those in financial services, legal, insurance, human resources, and academic enrollment — are still using email to request documents and other information from their customers, employees, and students. Many could use some document collection magic to streamline the document-intensive process that typically includes endless paperwork, back-and-forth forms, and signatures.
Today's magic potion for Document Collection
Digital tools and client portals can streamline this cumbersome and often error-prone process, reduce handling errors, and improve efficiencies — while keeping data safe and compliant. Online client portals are becoming the new standard for collecting documents, improving productivity and eliminating potential security risks associated with sending sensitive data over email. FileInvite isn’t magic, but it can automate and simplify document collection and management in a secure, no-hassle way.
"Workflow and content automation is a critical enabling factor for business growth. Our latest research highlights key trends and who is making an impact," said Jim Lundy, CEO and lead analyst at Aragon Research. "FileInvite has a unique and scalable solution to document collection for the enterprise, and its organization features help enterprises maintain responsive workflows."
All aboard the Hogwarts FileInvite express
The Power of the Portal
Cloud-based client portal software is helping organizations to reduce costs, increase efficiencies, and improve the customer experience. FileInvite, for example, can store and organize massive amounts of data, attachments, and files, all in a repository that is easily and intuitively managed. With automated document collection, no magic wand is needed to enable:
FileInvite's client portal for requesting documents
Here are five reasons why organizations are looking to client portals for document collection:
“As the world shifts toward digital solutions, ensuring that your information (customer data, trade secret info, etc.) is secure is critical. Document management systems come with built-in security and access controls so you determine who can access certain documents. In addition, you can see all activity on any given document,” echoes Business News Daily.
For those who lose track of things, there’s the “summoning spell,” Accio, which makes things magically appear. Or, there’s FileInvite. Organizations that use FileInvite have seen a 35% increase in productivity. Don’t take our word for it, listen to FileInvite’s customers.
Talk about digital transformation magic!
To learn more and request a demo, visit FileInvite today.