Nail down your company’s content management with Paperless Environments®

pVault® Enterprise Content Management for RFMS

  • Would you like your document handling to be automated and efficient?
  • Would your teams benefit from increased communication between sales staff, warehouse and fulfillment personnel, inventory tracking and the accounting teams?
  • Are you misplacing paper orders, invoices and other documentation?
  • Would you like to capture information on-site without having to transport paper?
  • Do you wish you could fill and submit forms remotely at your job site and transfer information directly into your RFMS system?
  • Are your installers and managers struggling to capture, store and locate job site photos, installation checklists, damaged goods forms and other documentation?
  • Would you like to change your manual process to an automated system to approve and communicate change orders at the push of a button?
  • If your current, manual paper process is slowing down your business and costing you time and money?

Paperless Environments® is Your Answer.

Paperless Environments® is the only Enterprise Content Management software provider that has partnered with RFMS to integrate enterprise-level content management and workflow systems with the RFMS system.


Product Capabilities

DOCUMENT MANAGEMENT

  • Our advanced integration with RFMS allows you to access all documents directly from the paperclip icon right in RFMS.
  • Capture, index, store, retrieve and distribute documents within the pVault® Enterprise Content  Management system.
  • Create document types and index values to tie to your RFMS system for lookups and backfilling.
  • Reduce or eliminate costs of printing, shipping and storing paper files.
  • Manage document lifecycles with automatic archival policies and litigation hold capabilities.
  • Easily enforce company or department security policies and track all access and activities performed on your documents.
  • Publish documents to the web for instant access by employees, customers, subcontractors and other third parties with the optional Paperless ePortal.

Document Routing Workflow

  • Instantly route documents to various users or groups for approval and/or collaboration, all within the security of the pVault® system using the Doc Route™ module.
  • Route documents electronically by simply dragging and dropping documents into pVault® and completing a simple route slip.
  • Implement automated routing rules to automatically route documents to various users or groups.
  • Route and track requisitions, purchase orders, contracts, timesheets, photos, vacation requests and much more.

Accounts Payable Invoice Workflow

  • Your AP clerks can input all overhead invoice data, route information and documents for coding and approval - and push data to the RFMS AP module with the touch of a button.
  • Capture all data directly into the APFlow™ module to eliminate inputting data multiple times after invoices are approved.
  • Route documents manually or automatically using your team’s customizable routing rules.
  • Review accounts payable invoices marked for payment - along with the associated documents and approval information before the checks are printed.

Credit Card Importer

  • Download credit card statements and auto-match statements with credit card receipts indexed in pVault® using the Credit Card Importer Module.
  • Electronically code receipts and route statements for approvals.
  • Capture and code credit card receipts right from the field using our eCapture application.

Electronic Forms

  • Develop and distribute forms to Apple or Android devices to gather data remotely using the Paperless Environments® eForms application.
  • Forms can be filled out by remote users and submitted back to the pVault® system for indexing, storage and optional routing.

Find Out How Much You’re Spending a Year on Document Management.

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