Document Management

Document Management Software

Streamline your business processes with powerful information management software from Coastal Document Solutions. Our solutions help keep you focused on business critical challenges by creating an efficient document, information and workflow management environment.

  • Easily store documents
  • Retrieve documents quickly
  • Efficiently collaborate with peers
  • Securely store information
  • Capture documents
  • Create automated workflows

At Coastal Document Solutions we can work together to build you a solution that can increase productivity and decrease your operating costs.

Canon, healthcare, Hospital Archives, Coastal Document Solutions

Accounts Payable

Monthly Invoices
Export invoices directly from ERP system and email directly to customers; get alerts for unpaid invoices.

Distribution

Order Tracking
Track everything from the customer order, to the invoice, payment and receipt.

Education

Student Tracking
Track grades, late notices, and create reports. You can also set up a parent portal to view student documents.

Government

Arrest Records
Securely search, retrieve and file arrest records for each city police case.

Healthcare

Healthcare Records
Secure healthcare files and records for patients with Therefore™ integration.

Human Resources

Onboarding Employees
Streamline the onboarding process and file set up for each employee.

Insurance

Claims
File, store and streamline the claim process for clients, agents and customers.

Legal

Client Intake
Create a checklist, with process workflow for new clients. The case will link to all matters related to the client going forward.

Manufacturing

Warranties
Track customer warranties and set up customer auto alerts for the expiration date.

Our Featured Document Management Solution
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