Document Life Cycle is a packaged solution, with Logical Access® Suite at its heart and encompasses other components of New Access’ products, tailor-made for the banking sector and for the management of banking documents. This solution answers the needs the bank has in terms of document life cycle management, from generation, to production, archiving, and distribution, and through its workflow processes, including document versioning, and four eyes validation with reinforced security.

Document Life Cycle offers the advanced document management features of Logical Access® Suite, and integrates the features of our reporting engine. With this package, you can, from a single vendor, handle all document issues within your bank, may it be the design of advanced client issues (such as portfolio estimations and performance reports), as well as their dispatching to clients (including hold mail features), or the document flow within the bank’s departments or even the automated generation of accounts documents.

- Mass reporting
- Legal document generation
- Automatic archiving of newly produced documents
- Notification of newly generated documents to the relationship manager
- Document versioning
- Document signature, encryption
- Alerting engine
- Advanced workflow

- Full control of the document life cycle
- Client reporting integrated with the document management system
- New distribution channels (text message, emails…)
- System administration facilitated by the sharing of distribution rules and access on the entire chain
- Structured document flow reduces error and improves compliancy
- High security level
- Traceability of flows and documents
- Increased employees’ productivity

The entire New Access’ products and solutions range is fully compatible and cross functional.
We give your infrastructure the possibility of bridging CRM data, documents, portfolios and reporting systems.