Document Routing & Approval

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Document Routing & Approval

Document Management for the Construction Industry Made Easy.

DocRoute™ Document Routing Module extends the Paperless Environments® pVault® Enterprise Content Management’s distribution functionality. Content received by your company or stored in pVault® can be distributed to members of the organization electronically using either pre-defined or ad-hoc route rules both in-house or externally using ePortal™. Let’s simplify your business processes and save you time and money from the start of your document routing process all the way through to the approval process.

Paperless Environments® Customers Use DocRoute™ To:

  • Electronically route project-related documents (e.g., contracts, photos, change orders) for review and approval.
  • Enter and route human resource and payroll forms, timesheets, vacation request forms, and documents.
  • Implement a paperless purchase requisition process.
  • Collaborate with co-workers on project documentation.
  • Electronically route and approve billing and reconciliation records.

What’s Possible With Paperless Environments®?

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Define

  • Define routing rules to automatically route newly indexed documents to the appropriate people or roles that require notification or approval.
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Collaborate

  • Collaborate with teammates by routing documents electronically instead of creating physical copies, which take time, effort, and money to produce.
  • Users on the route can add annotations, notes, and additional documents if needed, all while keeping a full audit log of what actions occur during the route.
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Electronic Signing

  • Connect your DocRoute module with your DocuSign® account for collecting electronic signatures from both internal users as well as external parties.
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Receive Alerts

  • Receive alerts about documents routed to you via pVault® system alerts, email or text message.
What Our Customers Are Saying

“The benefits were immediate. My team was granted instant access to all necessary documents at all times, no one spent hours filing documents away, and we experienced overall organization and accountability across the whole team.”

– Ryan Kennedy, President at PS Wholesale

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Need to Know More?

Here’s where you can start!

Ready to See for Yourself?

Let’s schedule a personalized demo of our software so that a member of the Paperless Environments® team can walk you through the software. Prepare to be amazed at what you’ll find!

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