Other Solutions

We’ve worked with many of our clients to develop additional solutions that help them improve accuracy, productivity and profits.

E-Signature Capture

Improve dispatch and delivery operationS with less proof of delivery paperwork, less data entry and duplication, and time-saving, instantaneous and up-to-the-minute information. Customers simply sign the delivery receipt via your driver’s tablet or smart phone for real-time proof of delivery. If no one is available to sign for the delivery, the driver can take photos and add notes which are attached to the customer’s order, with or without a signature, and emailed to the customer. Your proof of delivery is automatically archived in the Document Management system and can be easily retrieved at any time in the future.

No more calling drivers to ask about delivery status. Orders are automatically sent your drivers’ device by truck in the order that they need to be delivered.  Once the delivery is complete, the order is removed from the driver’s phone and automatically archived by customer, by order number, in the DataView Document Management system.

Drivers no longer need to enter or scan proof of delivery details at the end of the day when they return with their delivery notes. Improve your customer service levels by keeping clients informed on the status of their deliveries and save your Accounting department significant amounts of time issuing credit and debit memos.

Mobile Forms

Simplify data collection and management with our Mobile Forms.  Our intuitive User Interface makes data collection in the field simpler and more accurate. In addition, you’ll appreciate the convenience of being able to capture essential business information off-line and in real-time on their mobile devices.

Easily create checklists and forms for inspections, collect signatures, gather customer data, and automate day-to-day tasks with convenient and customizable digital forms templates that fit your specific data collection needs and help to improve the accuracy and productivity of your team.

The responsive forms⎯and all of the related data⎯can be easily uploaded to the DataView Document Management System for fast future reference. We can also develop custom forms based on your specific requirements.

Build inspection, audits, checklists, timesheets or any other custom form.

Collect form data in remote locations even without an Internet connection. Your forms will automatically save data locally and auto sync data when you re-connect.

Map your forms directly to your PDF and Word Report templates.

Photo Capture with Date/Time and GPS Location Stamping and Drawings.

Automatically distribute documents via email and save to DataView.

DataView Workflow

Simplify and automate purchase approvals, contract management, invoice approvals and other document-intensive, approval-based processes across departments and systems. You get tools to design forms, create documents, assign roles and users, create routing rules, and everything interfaces seamlessly with the DataView document management system.

Here are some of the ways our customers use DataFlow Workflow to accelerate approval-based processes:

Department  Potential Workflow Documents
Accounting Credit applications, claim forms, purchase request, invoice approval
Sales Special pricing approval, contract approval, order processing
Human Resources New hire process, expense reports, vacation requests, time sheets
Management Employee reviews, employee certifications, mandatory training
Government Permits, zoning approvals, budget approvals
IT Department Help desk requests, RMA requests

DataView Workflow ensures consistency of a process between users and easily track the progress of a process, enforce policies and procedures, generate an audit trail and archive documents and information after the process is complete. And DataView Workflow is flexible, so you can change workflow models at any time.