SOPHISTICATED TEMPLATE SYSTEM

eDoc.Express allows you to create any template suited specifically to your business needs. From simple letters to multilevel complex forms with unlimited fillable fields, eDoc.Express makes it possible to create any template for any company! Transposition errors are completely eliminated and information transfer is made easy since it is automatically and electronically retrieved directly from eDoc.Express’s powerful database. You have the option to assign an alert notification with a specific time frame to any document.

If you are looking to outsource your template creation, we at eDoc.Express can assist you! Speak to us about your template design requirements and we will provide you with a quotation.

The sophistication of templates varies greatly, which makes it impossible to give you a quick estimate. Aspects such as the simplicity or complexity and the number of fields will affect pricing as well as the integration with your existing software.

Once we have a better idea of your requirements, we will be happy to provide you with a firm price quotation and an accurate time frame to complete.

PAPERLESS OFFICE MANAGEMENT

eDoc.Express encrypts and stores all documents in the Document Library. The encrypted format can only be opened by eDoc.Express.

Paper is everywhere. We hardly think about it, but businesses spend a lot of time and money moving paperwork around. It doesn't have to be this way. In almost all areas of business, it's now possible to get rid of paper entirely. Digital documents are simpler, easier to store and send, more searchable and more versatile than paper.

Businesses can create customized documents using eDoc.Express Template Creator. Data can then be automatically accessed and added to the document’s fields and then saved in PDF-file format. Also, any other documents can be attached to create a report or forms package. The package can then be sent by email, eFax, SMS or by regular mail.

There is no cost for eFax service to the business! If a business has access to the internet and a fax modem eDoc.Express can be setup to fax documents from anywhere, or any place. At the same time when eDoc.Express is sending out a fax it creates a transaction report as a confirmation. If the faxed documents are not successfully sent on the first attempt, eDoc.Express will repeat the attempts to send eliminating the need for staff members to be waiting around the fax machine.

OUTLOOK-LIKE SCHEDULING SYSTEM

The gathering of relevant and up-to-date information is a key business process. The more up-to-date, accurate and complete the information, the more valuable it will be and the more successful you will be.

eDoc.Express makes it easy to gather, screen and record relevant information during or after client conversations so that client files will be accurate, up-to-date and complete. Log or send out appointment reminders and schedule meetings. Email notifications alerts clients when new appointments are scheduled. Conflict-of-Interest checks are automatically done to ensure that a lawyer or paralegal can act on the behalf of a client.

If you have a legal practice eDoc.Express is equipped with a conflict checking system to screen for conflicts.

Stay on top of time-sensitive activities such as client meetings, court appointments and much more!

Access the power of eDoc.Express database information lists which includes a large archive of doctors, lawyers and paralegals within Southern Ontario with a click of your mouse then copy and paste into eDoc.Express Scheduler.

“NIGHT SHIFT”, ALERT AND DOCKET SYSTEM

It is like having an accounts receivable late night, all night staff analyzing your business accounts receivable! Schedule a task to be completed automatically when you want it done, even if you are out of the office.

Choose a program from a list of actions which you add, create, customize and run at a specific time of your choosing. eDoc.Express “Night Shift” is a powerful program that can calculate the principle and interest owing, then it goes to work sending out invoices automatically or manually at the push of a button. It is like having a night time accounts receivable staff analyzing your client accounts, calculating amounts owed including interest, creating invoices and letters and sending them via SMS, email or fax automatically to the appropriate payer while your office is closed.

Whatever ”action” a client would like to do on a regular scheduled basis, automatically or even manually, for example reporting, scheduling, alerting or invoicing, eDoc.Express “Night Shift” can be configured to do that task using the timer to initiate the task automatically. Schedule any activity to occur whenever you want, as frequently as you want.

INVOICING AND BOOKKEEPING TRANSACTION SYSTEM

All of your invoices can be created from the eDoc.Express template library. Common or standard templates can be easily setup to automatically bill for specific activities. Invoice templates can also be setup for more complex scheduling activities.

If you have a health practitioner business eDoc.Express can be easily setup to monitor all aspects of a treatment plan including keeping track of the patient’s treatment schedule, rehabilitative treatment practitioners, documents collection, electronic records attachment, invoicing complete with alert system and more!

eDoc.Express also incorporates a powerful book keeping system that allows you to track income and expenses as well as create different statements. You can also attach scanned documents such as cheques and receipts so that you do not have to keep the original documents in the file.

Other invoicing options exist with ePad signature operating in conjunction with “Night Shift” allowing eDoc.Express to automatically send invoices or reminders after business hours and on the weekend all while you are at home or away from the office.

eDoc.Express can also be customized so that employees are only permitted to access the areas of the program allowed by the administrator - areas of the program are protected from being viewed – eyes only.

POWERFUL REPORTING SYSTEM

It goes without saying that the ability to create reports is a critical aspect of any system. Easily create reports without the need of IT support or an investment in separate report generation software.

One of the main reasons you are likely looking for a reporting tool is to remove the burden of double-entry reporting. In other words, you want reporting software so you no longer have to cut data from five or six different places and paste it into your report.

eDoc.Express aims to speed up reporting tasks. Reporting can now be done in minutes instead of hours making it easy for you to keep track of your business activities. Clients can create their own report in a few minutes!

When creating a report, you can select from the many tables then pick any fields, even fields that are related to another table then eDoc.Express will automatically create a summary of those fields.

You also have the option to print, transfer, save, retrieve or send a PDF version of the report by fax or email.

Other options include the creation of very complex reports with different types of statements even reports with pictures however this can only be done by contacting eDoc.Express and will be at an additional cost.