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    SoftExpert Protocol

    Transmittal Management

    Visibility and control over the processing of documents, files and objects

    SoftExpert Protocol

    SoftExpert Protocol is a powerful transmittal system for managing the flow of correspondence or physical/digital items in an intuitive and easy way, thus increasing employees’ efficiency and improving overall security in the environment.

    The software was developed to meet compliance requirements for regulated environments and to manage and control communications between the various departments, branch offices, remote sites, suppliers, partners and customers, providing process visibility and traceability in real time. SoftExpert Protocol also allows attaching documents and associating objects and comments by users involved in the transmittal in progress.

    In addition, SoftExpert Protocol may work integrated with SoftExpert Capture, whereby system users may scan physical documents and convert them to electronic formats, and integrated with SoftExpert Document, helping companies to reduce time and costs associated with the transmittal management of correspondence and items.

    Screenshots

    • Protocol tracking

      Protocol tracking

    • Protocol view

      Protocol view

    • Protocol history report

      Protocol history report

    • Protocol flowchart

      Protocol flowchart

    Features

    • Set up of multiple transmittal processes for different purposes.
    • Configuration of transmittal forms according to the organization's needs, through custom attributes.
    • Support to the transmittal of correspondence and physical/digital documents.
    • Security control by protocol.
    • Location of physical copies of correspondence, documents and items.
    • Control over closure of protocols.
    • Digital signatures on electronic documents associated with the transmittal.
    • Transmittal flow control through confirmation of receipt or return of protocols.
    • Automated generation of coversheet, providing instructions and information about the protocol.
    • Defining responsibilities, assigning tasks for receiving items to specific employees and monitoring them.
    • Protection of information within the organization, delivering the right data to the right person at the right time.
    • Creation of a more transparent environment within organizations, where information may be submitted to the right employees at the right times.
    • Assurance of a reputable image whereby organizations can respond and follow up on all information and items professionally and in a timely manner.

    See also

    SoftExpert Document
    SoftExpert Excellence Suite
    SoftExpert ECM
    SoftExpert EQM
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    SoftExpert
    • Products
      • By business needs
        • Overview
        • Business Process Management – BPM
        • Corporate Performance Management – CPM
        • Enterprise Asset Management – EAM
        • Enterprise Content Management – ECM
        • Enterprise Quality Management – EQM
        • Enterprise Risk Management – ERM
        • Environmental, Social and Corporate Governance Management – ESG
        • Governance, Risk and Compliance Management – GRC
        • Human Development Management – HDM
        • Innovation and Change Management – ICM
        • Enterprise Service Management – ESM
        • Product Lifecycle Management – PLM
        • Project and Portfolio Management – PPM
        • Supplier Lifecycle Management – SLM
      • By industry
        • Overview
        • Aerospace and Defense
        • Agribusiness
        • Architecture, Engineering & Construction
        • Automotive
        • Chemicals
        • Consumer Goods
        • Education
        • Energy & Utilities
        • Financial Services
        • Food & Beverage
        • Healthcare
        • High-tech
        • Medical Devices
        • Mining & Metals
        • Pharmaceuticals & Biotechnology
        • Public Sector & Associations
        • Retail
        • Transportation & Logistics
      • By regulation
        • Overview
        • AS9100
        • BPMN
        • BSC
        • CBOK
        • CMMI
        • COBIT
        • COSO
        • FDA 21 CFR Part 11
        • FDA 21 CFR Part 820
        • FSSC 22000
        • GDPR
        • IATF 16949
        • ISO 10015
        • ISO 13485
        • ISO 14000
        • ISO 15189
        • ISO 19011
        • ISO 20000
        • ISO 22000
        • ISO 22301
        • ISO 26000
        • ISO 27001
        • ISO 31000
        • ISO 37001
        • ISO 45001
        • ISO 50001
        • ISO 55000
        • ISO 9000
        • ISO/IEC 17025
        • ISO/TS 14253
        • ITIL
        • OHSAS 18000
        • PMBOK
        • Six Sigma
        • SOX
      • All products
        • Overview
        • Action Plan
        • Analytics
        • APQP-PPAP
        • Archive
        • Asset
        • Audit
        • Calibration
        • Capture
        • Competence
        • Customer
        • Document
        • FMEA
        • Form
        • Incident
        • Inspection
        • Kanban
        • Knowledge Base
        • Maintenance
        • Meeting
        • MSA
        • PDM
        • Performance
        • Portfolio
        • Problem
        • Process
        • Project
        • Protocol
        • Request
        • Requirement
        • Risk
        • SPC
        • Storeroom
        • Supply
        • Supplier
        • Survey
        • Time Control
        • Training
        • Workflow
      • SoftExpert Excellence Suite
      • SoftExpert Excellence Suite
    • Services
      • Overview
      • Training
      • Cloud Computing
      • Consulting and Implementation
      • Customization Services
      • Integration
      • Performance Optimization
      • Service Hours Pack
      • Support
      • Validation
    • Company
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      • Business Partners
        • Find a Partner
        • Strategic alliances
        • Become a Partner
        • Qualification Form
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