MAKE THE MOST OF YOUR PATRICIA® INSTALLATION WITH OUR ADDITIONAL SERVICES
EXTENDED DMSWhen your needs for document management surpasses the functions featured in the standard Patricia document tab, we are happy to offer you the Patricia Extended DMS. Efficient document management made accessible.
Think of all the hours spent looking for the right documents. Now think about all the time you could save if searching for information was swifter and handling your documents was more efficient. Find your document fast, see what it contains and compare it to other versions. Take complete control of your case documents. Discover the potential of Patricia Extended DMS.
SOPHISTICATED SEARCHPatricia Extended DMS features a full-text search function that allows you to search for content within each document – or across the entire case document tree. Scanned PDF images can be transformed into text, and added to the search index. This means you’re also able to ﬁnd scanned PDF documents by searching for text they contain.
POWERFUL PREVIEWBringing traditional case management into the digital world, the preview function lets you ﬂip through documents and view their content – just like browsing through a physical case ﬁle. A quick and intuitive way of ﬁnding and reviewing case documents.
VERSIONINGNot only does this feature allow you to track previous versions of documents without needing to access backup systems, it also lets you see the difference between versions. Documents can include a history of which user edited the document and on what date.
WORK WHERE YOU WANT TO
Oﬄine Work Mode lets you work on case documents outside of the oﬃce. You can synchronize a case document folder before leaving the oﬃce and work on the documents while you’re away. Then, when your laptop next connects to the oﬃce network, the Patricia Extended DMS automatically synchronizes any local changes as a new version of the document to the server.
The Patricia Extended DMS allows application of secure digital signatures. A specified security model ensures that defined templates can only be signed by the person responsible – not by other Patricia users.
COMMUNICATIONPatricia Extended DMS also features advanced email sending capacities: select your documents by checking their boxes and send them via email, directly from within Patricia. You can also create PDF letters with your company’s letterhead (or other templates) directly from within Patricia.
BUSINESS AS USUALYou can continue using Patricia just the way you’re used to. The advanced functionality of the Patricia Extended DMS can be accessed when needed, but administrative staﬀ can continue using the standard Patricia document tab without needing to learn all the new features.
BUSINESS ANALYSIS & AUDITAt the time of your original implementation, you no doubt made excellent use of the advanced functionality then on offer but does this remain the case, are you confident that your existing Patricia configuration is in line with your current procedures and is there room for improvement?
INCREASING EFFICIENCYIncreasing efficiency and reducing the costs of your business processes has perhaps never been as important as it is today as this will assist in underpinning your current turnover by improving the levels of service offered whilst maximizing your business potential and profitability. You know that you already have the tools in place to achieve this and further optimizing your use of Patricia is the key.
BUSINESS ANALYSIS & AUDITVia our new Business Analysis & Audit service our expert project leaders, all with IP backgrounds, will work closely with you to review your current processes and use of Patricia, identifying and recommending areas for improvement that support your latest requirements and future goals.
You will then be provided with a detailed report on where and how you can best streamline your procedures, improve your use and make the most of new functionalities in Patricia to help ensure the ongoing success of your organization.
The resulting recommendations will be aimed at improving your:
o Service levels
o Client retention
o Resource utilization