Document & Workflow Solutions

Simplify the way work gets done by automating your business processes to streamline workflow, eliminate error, and save time.

What is Document Management?

In today’s world, the option of having the ability to access documents from anywhere via the internet is especially significant for organizations that have increased their remote workforce the past year.

Electronic document management, also referred to as document management software, is used to electronically store, index, secure, and share documents within your organization. Authorized employees can access files and documents any time they need to, from any location. With digitized documents that can be automatically indexed and securely stored, you can avoid losing documents, increase efficiency, and save money.

Our Document Management systems allows you to manage the lifecycle of any document in a digital format. It starts with document creation, progresses to capture, indexing and storage, which allows for retrieval, manipulation, and finally, to circulation.

Document Management Icon

Document Management

Document management systems allow you to store, archive and easily retrieve electronic documents.

Workflow Automation Icon

Workflow Automation

A document workflow automation solution that enables users to map document activities, from data capture to archival, for end-to-end process visibility.

Human Resource Automation Icon

Human Resource Automation

Boost your human resource document efficiencies by storing employee documentation, repopulating captured data onto multiple forms, and enabling automatic notification of post-hire activities. 

Business Process Automation Icon

Business Process Automation

Map document activities, from data capture to archival, for end-to-end process visibility.

Digital Fillable Form Icon

Digital Fillable Forms

Design custom web forms that automatically capture high-value data and re-populate repetitive information onto other forms.

Accounts Payable Automation Icon

Accounts Payable Automation

Extract high value accounting information without slowing the flow of business processes with an AP automation solution. AP automation software allows you to handle the routing, matching, approval and distribution of purchase orders, invoices and more.

Benefits of a Document Management System

Document Management Security

Coordinated Business Systems prides itself on staying at the forefront of innovative document management and business technologies. Our cutting-edge document management solutions store all your business files electronically in a safe, secure location that allows only authorized employees to access files and documents when they need them. These workflow solutions have additional security benefits such as:

  • Regulatory compliance including HIPAA
  • Easily restore from backup
  • Audit document access and modification
  • Limit access by department or individual
Document Management Security

Square 9 Softworks

Coordinated Business Systems partners with Square 9 to help organizations streamline document workflows by capturing your documents, extracting high-value data, classifying that data into information and integrating that information into your existing business processes for greater efficiency. Square 9 integrates with your existing business applications, office equipment, and third-party software so you can work smarter, faster, and be more productive no matter your location: in the office or working remotely.

Discover Better Document Management Solutions

Let's Grow Your Business

Every Success Starts With a Plan

COR Headshot-10
Ready to create your plan?
Talk to our team today
Get Started