Efficient management of collaborator documents
When a new consultant or service provider sends documents through various channels, such as email or WhatsApp, it can become difficult to maintain order. EntryFilter offers an effective solution for archiving this information centrally.
Using the Ingest Box
The main feature to use in this case is the Ingest Box, which facilitates the sending of documents to the system. Each company has a dedicated email address to which any received document can be forwarded. This process allows for the collection of all materials on a single platform.
- Forward the received documents to the dedicated email address.
- The system automatically sorts the attachments, making them available on the dashboard.
- If the material is not recognized, it ends up in the Sorting Center for manual management.
Advantages of file centralization
By centralizing documents, not only is confusion avoided, but it also ensures that nothing is lost. All forwarded materials are always retrievable and easily manageable, improving the efficiency of administrative work.
Example of a practical case:
Imagine an HR office that receives the signed contract, the photo of the professional badge, and the billing information from a new consultant. Instead of managing these documents separately, the office forwards everything to the virtual secretary's address. In a few minutes, all files are archived and ready to be assigned to the right case.