Streamlined workflow and accessibility
Documents seamlessly flowing from one department to the next with remote or hybrid workers instantly making decisions moving your company forward. Coupled with the ability to store, search and retrieve exactly what you are looking for based on full text and custom metadata. This is reality for many of our clients.
Automated Workflow
A robust automated workflow can supercharge how your staff receives and acts upon the incoming digital documents. Not only does the workflow notify staff that digital mail is available, but based on a workflow, indicate what actions is required. Reviewing and routing of documents based on certain criteria, review and approval of invoices, or providing instructions back to the ILM Project Manager on which account to deposit a check.
Automated workflows also ensure nothing falls through the cracks with escalation reminders and full auditing of who, when and what actions were taken. Leveraging this easy to implement technology dramatically increases productivity, quality and consistency.
ILM’s highly customizable rules based workflow, designed to manage your document flow and business processes for multi-user approval requirements.
- Email notifications, escalation and reminders
- Individual user task / inboxes
- Automatic document stamping
- Index field updates based on approval or rejection
- Document flow history tracking
Electronic documents automatically routing to your team for action
Securely share valuable documents anytime, anywhere on your desktop, mobile device or tablet
Long term digital storage of valuable information searchable by full text or custom metadata fields
Do you struggle with:
- Using email to get sensitive information to the right people?
- Documents that need attention taking too long, forgotten or lost in the shuffle?
- Not having a centralized, secure place to store all of your electronic files?
- Routing and tracking information and documents throughout your business processes?
- Records retention, disposition and compliance issues?
Automated Workflow and Electronic Content Management System
Automated Workflows
Setting up automated workflows is a breeze conforming to how you do business. Automation ensures documents are delivered to the right people and has ensures nothing is lost or forgotten.
Secure, Controlled Access
Only authorized users have access to your sensitive information. Access is available anytime, anywhere on your desktop, mobile device or tablet.
Fingertip Access
Instantly search and find your documents using powerful Google like full text searching or more refined and specific searches based on indexed metadata fields.
From start to finish ILM has been impressive. Your staff is knowledgeable, friendly, accessible, attentive and professional. Your customer service is superb and the quality of work is excellent. We cannot thank you enough.
Awesome organization that was able to meet our needs and exceed our expectations.
We turned over a huge data entry/organization project to ILM not knowing quite what to expect. ILM did not disappoint. The project was completed in a timely fashion and we could not have worked with a more courteous and capable staff. We highly recommend ILM for any of your data conversion and organization projects!
(We’ve) worked with ILM for several years when needing projects keyed. From start to finish, ILM has been very impressive with the way they turn jobs around.
From the first phone call to the final conversation, the customer service was excellent! These professionals are friendly, knowledgeable, and timely. The camaraderie amongst the employees is commendable, and the positivity comes through in their work. We were really impressed with the entire experience, especially due to working with sensitive material. Well done, ILM!
Great customer service! Our experience with ILM has been wonderful! Anything we ever needed has been handled to our satisfaction.
Their accuracy, timeliness, and price cannot be beat. If there is a concern, ILM addresses it immediately and is very easy to work with.
Excellent service from a valued partner. ILM does “their thing” methodically, professionally, and behind the scenes so we can do “our thing.” One of my favorite vendors, you all are great!
ILM is a great organization. After the first phone call, they are off and running. The timeliness and quality of the product is exceptional. I have them on speed dial.
How it Works
Onboarding and Implementation
Understanding your documents and how they flow through your organization is the first step to designing the FileHold automation sequences. Once in place it’s thoroughly test but easy to change.
Controlled Access
Rights are assigned to individual users or groups based upon the functionality and access rights that you define. Users have concurrent access to the cloud hosted system 24/7/365.
Needles in Haystacks
OCRing your documents so all of the readable text because editable and searchable allows for full text search and retrieval. More powerful recall requires indexing metadata fields of your electronic documents. Items such as Names, Account numbers, Dates, etc are all definable fields.
Our Process
Performing data capture for over 46 years, extracting invoice data came naturally to us. Our process ensures that there is redundancy built into the system so we are checking and cross checking that the information captured is accurate.