ITAS offers a full end-to-end Document Management subsystem that allows our customers to manage document storage, indexing and retrieval through Trader Desktop and Web Portal. Integration with ITAS applications such as TRADE allows auto-indexing on document generation, as well as simple document identification/access through keyword matching, for example, Contract Reference.
Document Management requirements can be anything from simply 'going paperless' through to treating the content as another vital source of data.
All of the following scenarios can be managed through controlling the life-cycle within the middleware (Integration Platform)
ITAS has a comprehensive range of API-based functions that allow our customers to build their own workflows.
The following sequence could apply to documents such as invoices, letters of credit, certificates:
* useful if a nominated user/group is created to manage authorising/approving documents and the associated meta data