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Document and Forms Management

desktop computer with document directory on screen
desktop computer with ACORD document on screen

Next-Generation Document Management

Merge data into a document. Build custom templates. Easily generate submissions and proposals. Automatically attach, email and download data. Like all of our modules, Document & Forms takes the best of everything the industry has to offer and makes it easily accessible to every department in your agency.

Document & Forms Management features:

  • Secure file management and retrieval
  • Barcode scanning capability
  • Drag and drop capability
  • Front-end scanning and management
  • Workflow inbox and collaboration
  • Indexing by keywords, descriptions and tags
  • Document annotations (redactions, highlights and stamps)
  • Document manipulation (add, remove, rearrange pages)
  • Windows desktop import
  • OS print driver utility
  • Advanced analytics and audit reporting
  • Secure document emailing
  • Email notifications
  • Self-service document portal (for external use)
  • User management and role-based UI (user security permissions)
  • Document/folder group security levels
  • Password-protected sharing
  • System integrations (including MS Office and more)
  • MS Outlook email integration
  • Version controls and version history
  • 256-bit SSL encryption
  • Online support, training and ticket support
  • Custom forms generation
  • Template generation
  • Template building
  • Sync to agency management system data