Sending requests per email with attachments is a type of asynchronous collaboration that we are most familiar with.
Attachments can be many and include filled PDF forms, documents and signatures. However, this form of communication
is highly manual and poses a major challenge for organizations. This is why change and modernization towards more
powerful communication channels with integrated workflow that deliver a personalized and connected experience is
becoming a business imperative.
Whether you are trying to handle a request, improve the contract process in sales or purchasing, or are onboarding
a new client or employee, the activities are inherently collaborative. Creating, revising, reviewing, approving and
signing contracts are tasks that often involve two or more people. Such process-driven collaboration is typically linked
to fillable business forms and interactive business documents. Content is drafted, saved and organized with metadata
and often requires multiple revision cycles before it is considered complete. The automated and ad-hoc tasks and
activities that users need to perform to achieve a common goal are managed by software platforms.
- Migrate fillable business forms to the web, avoiding paper and PDF browser plug-in limitations
Leverage a central repository to connect and manage users, content and processes: Create, Review, Correct, Approve, Share and Sign
Pre-fill forms and documents with data, no matter where your data lives
Use wizards to guide users in completing data entries
Replace emails and attachments with a bi-directional web portal integrated with the back office
Let users legally sign documents using a built-in signature service or simply confirm originality with blockchain
Papyrus customers achieve this with low effort and high quality. We have both the expertise and the software to
quickly define workflows and create/migrate your fillable business forms and interactive business documents
to the platform that connects everyone in an organization. External services are optional. There is no coding.
Business can serve their own needs avoiding delays and inefficiency. All PDF and HTML forms and their process
templates become reusable building blocks, saving on maintenance costs from global template changes and reducing
the number of templates to ¼ or less. Users work via desktop, browser or mobile, based on the platform’s strict
security access control.
Utmost Life and Pension opted for a customer Self-Service Portal that connects the front-end with back-office teams,
providing access to relevant information and top-notch customer service. The MyUtmost project
implemented by the Papyrus team was “our crowning glory and a great success in 2022”, said the CEO of Utmost Life and
Pension in his year-end speech.
Are you ready to help your customers and employees embrace a bi-directional self-service? Effective team collaboration with formalized approvals and sign-offs contributes to the success of any business. How about supporting digital collaboration by using business forms and documents linked to the workflow instead of sending emails with attachments and paying for each envelope when signing?
We are ready for you! Contact us for an exploratory conversation in 2023. Wishing you all a great start into a successful New Year!