We often need to submit documents to supervisors/other departments for approval or to give comments. Apart from physical paper, email is one of the most often used tools for this task. However, communication via email back and forth is not only inefficient, say missing email, but also error-prone. For example, either side may work on a wrong document version (if you have several versions) during communication.
Easy DMS – a simple tool to streamline the document approval process
WCL Easy DMS – a cloud-based document management solution with enterprise-grade security. By adopting Easy DMS, you can easily set up the document approval process with just a few clicks.
Our solution includes the following features:
  • You can access and upload information anytime and anywhere – via mobile, tablet or PC
  • Flexible access right setting and the only right person can read corresponding information.
  • Enterprise-grade security. With aid of a combination of strong cloud security and sharing security settings within the software
  • Log tracking feature. You can review open and past tasks that is assigned to you or created by you
Our solution can be applied in different scenarios, below are some of the examples:
  • Document approval
Streamline document approval process by easy DMS
  • Account opening
Use email to provide a secure link for customers to upload the information needed to open an account. Approver in different branch can also use Easy DMS to quickly approve and sign
  • Insurance Claim
Use Easy DMS to let the third party provide documents to ensure that the documents are confidential and the latest version. Easy DMS can also send out automatic emails to inform relevant parties that they can view or need to upload files
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