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Unleash the Power of Digitized Mail: Transform Your Mailroom into a Workflow Powerhouse

Updated: 6 days ago



In today's fast-paced business landscape, the traditional mailroom can no longer keep up where agility and efficiency are paramount. It's time to embrace the future and digitize your mailroom operations with Tungsten Automation's TotalAgility platform.


Here are three compelling reasons why Operations Executives should consider implementing a digital mailroom:


1. Streamlined Processes and Increased Productivity: In the evolving hybrid work environment, say goodbye to manual sorting and routing of physical mail. TotalAgility's intelligent document capture and automation capabilities ensure seamless processing of incoming information, regardless of format or channel. By eliminating time-consuming manual tasks, your team can focus on higher-value activities, boosting productivity and operational efficiency.

2. Enhanced Customer and Supplier Experiences: Rapid response times are crucial for maintaining strong relationships with customers and suppliers. With a digital mailroom, you can instantly distribute incoming mail to the appropriate recipients or workflows, enabling faster turnaround times and improved satisfaction levels.

3. Improved Compliance and Risk Mitigation: Regulatory compliance is critical for businesses across industries. TotalAgility's digital mailroom solution provides a complete audit trail, automatic application of retention policies, and secure access controls, helping you mitigate risks and easily ensure compliance.


Now, let's explore two ideas that could revolutionize your mailroom operations:


1. Imagine a world where your mailroom can utilize automation intelligence to seamlessly process your incoming mail into your existing line-of-business systems, such as ERP, CRM, and accounting applications. TotalAgility's open architecture and seamless integration capabilities make this a reality, enabling you to leverage the full potential of your data and drive better-informed decisions.

2. Consider the power of intelligent automation and machine learning. TotalAgility's advanced capabilities can extract relevant data from unstructured documents, classify information, and route it to the appropriate workflows, reducing errors and ensuring accuracy at every step.

Are you ready to unlock your mailroom's full potential and gain a competitive edge? Contact Tromba today to learn how TotalAgility can transform your mailroom into a digital workflow powerhouse.



Featured Content   

TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.    


Are you an Upland FileBound customer?   


Are you a Kofax TotalAgility customer?    

www.kofax.com    


Are you a Parascript customer?    

  

Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.  

FileBound 8.2 Features 



 

Updates to Project Settings 

There are some updates to the project settings section of FileBound. Most notably, you can now configure 100 index fields in your project. This is helpful for documents like medical records, loan applications, or any other data-intensive project that you will need to be able to index. These fields are non-searchable and can be date fields, option lists, numbers, or text fields.   


Updates to Web Viewer 

The web viewer now allows users to modify PDFs within the viewer. You can rotate, reorder, and delete the pdf pages. You can even drag and drop to add pages to existing PDFs.  


Updates to Workflow 

You can now evaluate blank values for date or numeric fields in the workflow. This adds value to the workflow when key dates or numbers are missing. You can elevate those documents to different users if appropriate.   


FileBound 8.2 also allows for disabling task buttons on the assignments page. What this means is that your users will have to open and review each document before moving it along in the process. It allows for accountability among the users.  


Upland has also added a “Rights” option to the workflow Process Settings tab. This option allows you to select which users can submit documents down the workflow process, giving you more control over your workflows. 


Updates to Forms 

GroupBox control has been added to the Forms Designer. Using this control, you can create a box and then move multiple controls into it to create a group. Groups can be helpful in address fields or anything else that share a commonality with it. This also allows for single-condition rules to be applied to a group rather than having to be applied individually.  


Users can now delete rows in a table when using the forms.   


The FileBound logo on the Forms Portal can now be clicked to take you back to the main portal page. 


Other Key Features 

  • FileBound Drive, Microsoft Word, and the Excel Reporting Add-In have all been updated to work with SSO authentication. 

  • All functionality that existed in Integration Platform has been moved to Importer. 

  • OAuth authentication in the DocuSign integration is supported. 

  • Secure password requirements are now displayed when a user is forced to change their password. 

  • Nine preconfigured widgets will now be added for users with a blank Workspace by default. 

  • Users are now able to sort items on the Assignments page differently for workflows from the same project.

  • Added a User Name column to the System Errors report. 

  • Increased the maximum export size from the Search page to 5,000 lines or 200 pages. 

  • Added a My Orphaned Documents widget to the Workspace—this allows you to manage documents that are abandoned over the course of a workflow and never assigned to a user.


Tromba Technologies is a proud FileBound reseller. For more information about these features or to schedule a demo, please visit our website at www.trombatech.com or call us at (303) 680-2146. 



Featured Content   


TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.    


Are you an Upland FileBound customer?   


Are you a Kofax TotalAgility customer?    

www.kofax.com    


Are you a Parascript customer?    

  

Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.  

 

Kofax is now Tungsten Automation




Change can be a scary proposition. It forces us to face unknown outcomes, uncertainty, and potentially unintended consequences. However, change is necessary to experience growth. It allows your strengths to be exposed and allows you to identify what your potential opportunities are. Change allows your company to become flexible and adaptable to new outside forces. It is in this spirit that Kofax is announcing its own rebrand to Tungsten Automation.   


This decision is reflected by the company's desire to embrace the evolution of their company and industry while still maintaining their identity, capability and aspirations. Kofax's roots are cemented in a document capture company helping their customers transition from a paper-based environment to a digital hyper automation based one. Today, Tungsten Automation is dedicated to embracing change and innovation that will meet and exceed their customers' needs.   


What will remain unchanged is Tungsten Automation's ability and commitment to providing industry-leading solutions. They will continue to offer a diverse portfolio of products that range from machine learning cognitive capture to artificial intelligence backed smart process applications. These offerings are the best of breed in their industry and will continue to be in the future.   


Tungsten Automation's name and branding change may invoke some fear, but it is necessary to move forward and adapt with a changing industry. They are committed to remaining a global industry leader with a suite of solutions that can be tailored to your specific challenges. Tromba Technologies is excited to continue our partnership with Kofax, now Tungsten Automation. 


We look forward to the ability to continue to offer best-in-class solutions for your business. For more information, please contact Tromba Technologies.   


Featured Content   


TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.    

   

Are you a Kofax TotalAgility customer?    

www.kofax.com    

   

Are you an Upland FileBound customer?   

    

Are you a Parascript customer?    

  

Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.  

 

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