Transfer to electronic client file with DMS Xtendis

Do you also think in terms of files and folder structures? Logically, you are used to working with them, raised by the Windows environments that have been presented to us over the years. This gives structure but has the disadvantage that it is rather rigid. There is a better alternative: an electronic client file in document management system Xtendis! Watch the animation below, that answers some frequently asked questions about how an electronic client file works.

What is a electronic client file?

A file is nothing but an organization of documents based on common characteristics.

Within the Xtendis DMS we let go of the traditional way of thinking. No more old folder structures! Assigning search entries to a document makes it possible for you to access documents in various ways. A field name “customer” ensures that you find all documents in this specific “customer file”. After all, there is a common characteristic for all documents, namely the customer name. Easy, right? With an electronic client file it is also easier to capture important information that anyone with access to the electronic client file can see. After all, this file is always up-to-date, without multiple versions of it.

Client files with numerous characteristics

Of course, in some cases it is desirable to simulate the traditional “folder with the blue cover” in a digital environment. And that’s what we do. Within Xtendis it is possible to add a specific file layer to documents. Just as you are used to from the past. Very easy!

360 degree customer view with digital client files

With an electronic client file you realize a 360 degree customer view. A digital client file can be filled by scanning paper, linking Office documents, including e-mail, and by linking other primary systems. It is not without reason that many of our customers base their customer service in the front office on their digital customer archive in Xtendis.

Xtendis is extremely easy to connect to other systems. A digital client file can be optimally authorized. Together with you, we determine who can see what. For example, you can give your customers instant access to their own documents in a portal environment. You will of course continue to comply with laws and regulations with Xtendis.

Do you want to know more about what we can do for you in a client portal, or digital client file? Then do not hesitate to contact us!

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