How the Docutrail process works
When you work with one of our third-party providers to transfer your documents from paper format to digital, our Docutrail process ensures that the chain of custody of your documents remains intact. At all stages, we can account for each and every document or file you provide to us.
Your involvement is also essential. You start the Docutrail process by creating the work order to allow the service provider access to your corporate memory. Prepare your documents, and send them to the service provider for them to carry out the work.
The service provider then processes your documents and assigns the work to its employees. Each and every person that comes into contact with your documents has had their identity verified – and their digital signature certificate is embedded in each document they convert, along with the date and time it was completed.
After you verify that your documents have been processed with Docutrail in a satisfactory manner, you decide if your documents will be returned to you or destroyed. You finish the Docutrail process by closing the work order – thereby severing access to your corporate memory.
Docutrail's 7-step process
Create Work Order
Prepare and send documents
Return or destroy documents
Close Work Order