Easy implementation, fast adaption Used centrally or in the branch office only

Categorized, structured document filing Retrieval of archived documents Disposal of expired documents Follow-up of tasks and approvals Escalation – Deadline compliance Invoice assessment Order assessment Contract preparation and assessment Management of linked documents Official correspondence handling TriDoc Document management for banking

The solution for all areas of banking Flexible solution for all areas of banking Closed-loop transfer of documents between branches Electronic approval of documents notifications about approval tasks Document archiving in a independent system Web based server application Multi lingual user interface Controlled document access Batch processing of inbound documents Secure data storage

Comprehensive document management solution tailored to your needs In-built customization opportunities: Individual document types and categories Custom fields for documents, companies and persons Custom core data, parameterized registration numbers Unique approval processes for document types and projects Advanced approval processes for more composite workflows Data level access control based on document categories Data level access control based on projects Functional access control customizable Language customization

Proposed solutions for banking Implementation project for 20 users TriDoc standard product TriDoc enterprise solution

Sample licence package includes: 20 user licences document licences Services included in the sample implementation project: Installation Initialisation Customization using solely in-built customization options of the product Training 1 year upgrade and support Localization – one language (optional) 1. Sample implementation project based on TriDoc standard Sample package price: Euro+VAT

TriDoc standard includes: 5 users the possibility to register documents By purchasing additional licences the number of documents handled and the number of users can be extended according to your needs. More information: 2. TriDoc standard – Easy document management TriDoc standard product price: 1199 Euro + VAT

Extended functionality External interfaces – SAP, ERP, OCR Implementation of a more branches system The enterprise version of our TriDoc document management solution will be introduced on a project basis, including the development of the functions according the special requirements and interface needs. More information: Contact our consultants and ask for a unique offer! 3. TriDoc enterprise – Professional document management

Highlighted reference project Crédit Agricole Hungary Number of licensed users: 20 Number of licensed documents: Year of implementation: 2011 Length of the implementation project: 1,5 months Delivered additional features: Handling of invoice templates Sending invoice to the financial system Custom fields: invoice number, amount, payee, notice SSO authentication