Enterprise Imaging Systems | TraX Foundation Document Management System - Enterprise Imaging Systems TraX Foundation Document Management System - Enterprise Imaging Systems

SOLUTIONS

Making data work for your business

Leading Document, Information Management and Accounts Payable Automation Solutions from Enterprise Imaging Systems

PRODUCT PORTFOLIO

TraX Foundation

Game-changing information & document management system

TraX Accounts Payable Automation

Digitise your accounts payable process with our trusted solution

TraX Workflow

Automate your document approvals process with ease

TraX Connect

Integration APIs for seamless connectivity to your ERP/Accounts system

TraX Web Portal

24-7 secure document access for customers or 3rd parties

TraX Document Delivery

Auto collate all supporting documents associated with a transaction

TraX Customise

Looking for a tailored document management solution? We can help!

The Painless Way
to go Paperless

TraX Electronic Document Management System

TraX Document Management System Features

Unlimited Documents & Users

  • Store and file as many documents as you like.
  • Add in as many file types and sections as you like, from HR and admin to credit control and contracts, depending on your requirements.
  • Share them with as many users as you want. Control who has access to which documents.

Unlimited Documents & Users

  • Store and file as many documents as you like.
  • Add in as many file types and sections as you like, from HR and admin to credit control and contracts, depending on your requirements.
  • Share them with as many users as you want. Control who has access to which documents.

Automatic e-Document Capture

  • Documentation generated by your ERP/accounts system auto-connects to TraX where it is collated and stored with 100% accuracy.
  • For 3rd party documentation the TraX email harvesting function is used to auto-extract relevant electronic documents and store, index, and file them in the TraX system.

Rapid Document Scanning

  • For paper-based documents TraX facilitates superfast document scanning at 1 second per page, turning all paper-based documents into PDFs. Documentation generated by your ERP/accounts system auto-connects to TraX where it is collated and stored with 100% accuracy.
  • Scanned documents are automatically filed and linked to related documents such as purchase orders, sales invoices etc.

Digital Filing, Indexing & Searching

  • Store your documents in a structured and easily accessible way.
  • Once your documents are in TraX you can index/file them in line with your own categorisation requirements, keeping your files organised and easy to find.
  • Related documents are automatically linked; e.g. sales invoices are auto-linked to their PODs and any other required documentation. All linked documents can then be collated for automatic email distribution to team members, customers, suppliers etc.

Swift Document Retrieval & Distribution

  • Puts the information you need at your fingertips.
  • Retrieve files on your PC, laptop, tablet, or smartphone whenever you need them, from wherever you are, and email them to others, as required.
  • Browse or search for your documents across a range of parameters, such as indexing information, date, PO number etc. TraX allows customised searching
    features that can be unique, or
    combination-based.
  • Built-in viewing for PDF, TIFF, JPG and PNG, as well as Microsoft Office formats.
  • Share whole or partial documents with ease. Add notes to files pre distribution. Easily collate multiple documents and issue for email, print or export.

Aids GDPR Compliance

  • Personal data handled by your business is immediately accessible and stored securely in TraX. This is a core requirement of GDPR legislation.
  • Where personal data needs to be redacted the search and filtering function in TraX makes this a seamless process.

Data Security

  • Secure access via Windows and User Level Authentication.
  • Document access rights can be granted at individual, role, department and group levels.
  • Access rights can be easily amended and controlled by you.
  • Complete audit trail history of all documentation.
  • Documents are stored securely in line with your preferences, either in our secure private cloud or your server.
  • All documentation is regularly backed up in case of disaster.

Native ERP/Accounts System Integration

  • Capable of integrating with all major ERP/finance systems (over 100 in total) so you can access the TraX document management system from within your ERP/accounts package.
  • Integration ensures the efficient processing of documents and allows sharing of critical information between systems.

Reporting

  • Real-time view of your entire document management system.
  • Get clear visibility of what documents have not yet been added to the system or are at various stages of the approval process.
  • Reports can be exported, printed, and emailed quickly and easily.

Flexible Solution

  • Can accommodate both paper and electronic files.
  • Submit files either manually or automatically.
  • File the same document in multiple locations automatically.
  • Can be configured for bespoke requirements.
80
HOURS MANUAL WORKLOAD REDUCTION
Read Case Study

The new PoD system has replaced the workload of 2 employees, who we were then able to reassign to other positions within the company.”

Brian Murphy
JMC
24
WORKING HOURS SAVED PER WEEK
Read Case Study

The TraX solution from Enterprise Imaging Systems has easily saved us a few days a week and even saved us having to hire another staff member.

Gillian Coakley, Accounts and HR Manager
Beechfield Healthcare

It has taken away a lot of the manual effort that was involved in managing paperwork and our inbound customer queries have significantly reduced.
It’s a way of working that not only our customers, but our employees, now expect.

Brian Murphy
JMC

TraX Document Management System Benefits

Put an end to manual data entry

  • Automatically extract and store designated documents from email or scanned pdfs.
  • Auto-capture and connect data in real-time with ERP/accounts system.
  • Relevant documents are linked together and filed for easy access.

Keeps your data safe and secure

  • Paper-based files are at risk of damage, theft and being misplaced.
  • With TraX you’ll never lose an important document again.

Puts all your documents at your fingertips

  • Easily locate the document you need when you need it.
  • Securely access your documents anytime, from anywhere.

Prevents errors

  • Even the most meticulous of us can make the occasional mistake or misplace a document.
  • TraX auto extracts relevant data from your documents, filters out duplicates and highlights anomalies, so there’s no room for error.

Reduces or eliminates paper

  • Saves money on storage, printing and postage.
  • Better for the environment.

Keeps your business audit-ready and GDPR-compliant

  • TraX gives you an audit trail and full traceability on every single document.
  • Keeps all your customer and employee data safe and helps you meet your GDPR requirements.

Say Goodbye to
Physical Filing Cabinets with TraX

Let's Talk

Save time and money with TraX Foundation

It’s estimated that many employees are spending over 25% of their working week searching for and managing documents. Automating your document management can save your organisation time, money and a whole lot of hassle.

See how much you can save with our handy Savings Calculator.

 

Savings Calculator

Document Management Savings Calculator

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IDC data shows that "the knowledge worker spends about 2.5 hours per day, or roughly 30% of the workday, searching for information. Implementing a document management system will enable your team to easily file, find and share documentaton and thus reduce these costs by 50%