Content Management

Store internal and external documents with quick look-up and retrieval based on intelligent tagging, searching and sorting of forms and documents. You can also ‘push’ documents from external systems to a central document repository to leverage the APIs included with your license.

KEY FEATURES (COMING JUNE 2020)

SECURE DOCUMENT STORAGE AND ACCESS

Documents are stored securely, encrypted, and restricted based on user roles and privileges. All data is resident in Canada and hosted in SOC2 certified Microsoft Azure data centers.

BACKUP AND DISASTER RECOVERY

Production environments are continually backed up with tested disaster recovery processes to eliminate data loss and decrease downtime in the event of catastrophic events.

INTUITIVE INTERFACE

Empower authorized staff to quickly load and link forms to accounts and specific workflows. Plus, simplify changes with quick form updating and association.

STRUCTURED DOCUMENT LIBRARY AND SEARCH

Documents can be organized into folders for easy management. And you can quickly locate document templates, AOS and LOS forms and customer documents using the intelligent search.

USER ACCESS AND VERSION CONTROL

Control who accesses specific document types and maintain a full history of document versions as they’re updated with complete audit history.

DIGITAL SIGNING WITH DOCUSIGN

Send forms for digital signing on-demand by leveraging ASAPP’s DocuSign® integration.

REMINDERS, DEADLINES AND NOTIFICATIONS

As part of ASAPP’s content management workflow, you can assign deadlines for specific actions and receive periodic reminders when actions are overdue.  Receive notifications as documents are delivered, signed or updated.

DELEGATION AND SIMPLIFIED WORKFLOW

Create document signing workflows and automatically or manually delegate specific tasks to users within the system.

SIMPLIFIED INTRANET (CMS AND RATES)

Ensure your branch network can access the latest news, updates, rates and other content posted by your administration team with the included intranet functionality accessed through the ASAPP Team Portal.