- Enterprise templates rightsized for SMB marketplace
- Industry specific templates available
- Easy drop-down fields, defined customization
- 1-click report creation
- Customizable solution includes digital OCR and electronic signatures
- Online support (video training /chat/email)
- Add additional templates or features as needed
- Quickbooks integration available
Document management for End-to-End Contract Management Workflow.(1:24s)
How it works
PaperTracer Express is designed for rapid deployment on secure cloud.
Available workflow templates
Organize and automate your business. PaperTracer Express generic templates automate the most common business processes across multiple industries.
Employee Onboarding Management
- Save time and eliminate errors
- Ensure all forms are completed, routed, and authorized
- Maintain centralized searchable storage for sensitive employee documents
- Utilize reporting to confirm organizational and regulatory compliance
Vendor Account Management
- Track vendor activities from contract origination to accounts payable payment approvals.
- Import historical (including paper) files to centralize and analyze vendor account activity.
End to End Contract Management
- Maintain versioning, timeframes, approvals, and alerts so that you never miss a contract milestone.
- Incorporate digital signatures to speed up execution.
- Save money by eliminating over and under payments of contracts.
- Track and manage the lifecycle of all company assets.
- Maintain detailed records from acquisition to retirement, including maintenance histories.
- Reduce costs and make informed purchase decisions with asset history reports.
Law Office Administration
Time is money! High volumes of indispensable emails and detailed time allotments are necessary. Legal specialized workflows increase efficiency with one centralized data location that streamlines collaborations.
Law Office Management
- Allows attorneys to efficiently log time for each client call and generate reports for invoicing.
- Eliminate email as a repository for everything. This template removes ‘email clutter’ and stores dockets and records in single location, accessible from anywhere.
- Maintain a one version of the truth (complete with versioning) to accelerate client approvals and e-Signature execution.