Our online document management system is designed to make it easy for you to search, use, print and perform related functions on customer documents – orders, invoices, statements, contracts, records.

Document Source
Original documents must be digitally created and formatted, with or without a template for imaging and printing, and available to be extracted for document management and viewing.

Viewing
The viewing system administrator establishes user rights to allow access to various levels of customer information and authorize transactions.

• Access document management brings in extracted documents.
• Extracted documents are formatted into single or multiple documents for easier viewing.
• Documents are categorized by type (e.g., correspondence, invoices) and can be sorted by category, date, customer ID, last name or terms that can be keyed in by the user.
• Authorized users are able to make notes relating to the documents and perform functions that are linked to approving orders, confirming dates and paying bills.
• Authorized viewers can search and view current and archived documents by data fields.

Display Methods
Documents are presented in two formats:

• Display format that allows you to search for multiple documents.
• PDF format of the actual document presented to the customer that can be viewed or printed.

Delivery Methods
Our system links to online CRM services, including automatic withdrawal or credit card payment options, to enable customers to make payments in the way they prefer.  We re-send exact documents via:

• Direct mail; e.g., invoice with return envelope
• Email; e.g., electronic transaction (order, contract, payment)

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Utilize effective formats and create highly personalized communications by selecting the Access capabilities and features that work best for you. more

printable version

CLIENT SPECIFICATIONS

Client needs – whether for volume or transactional mail – initiate the mail process and set the parameters in which we create the optimal mail processing and production plan. more

ADMINISTRATION SYSTEM

Access Direct Systems is the industry leader in workflow tracking, providing detailed reports and schedules to control projects cost efficiently, and ensure quality control. more

PRODUCTION CONTROLS

Ensure accuracy and timeliness with fully automated production controls. more

DATA CONVERSION

Deliverable communications begin with accurate list conversion, resulting in standard records that can be cleansed, appended, segmented and processed for accuracy and maximum postal discounts. more

LIST HYGIENE

Ensure your mailings meet postal regulations and address standardization requirements, so your communications are addressed accurately and reach their destination. more

PROMOTIONAL MAIL PREPARATION

Stimulate response and minimize duplicate or undeliverable communications more

INTELLIGENT DOCUMENT PREPARATION

Compose and manage highly-personalized documents accurately and quickly. more

IMAGING AND ARCHIVING

Print and archive simple or complex variable personalized documents through the automated production stream, with individual addresses, messages and images executed by intelligent document creation. more

MAIL PREPARATION

Our mail preparation and production capabilities cover the complete range of formats – from postcards to complex mailing forms, folds and special affixing. more