Streamline Your Business with TekBank's BPA Functionality

TekBank's BPA Functionality offers a wide range of interfaces, document management, and retention capabilities that can help businesses streamline their operations. Here are some of the key features and benefits:

Web-Based Interface and Dashboards

TekBank's BPA Functionality provides a web-based interface utilizing web 2.0 technology. The drag-and-drop user dashboards based on user groups make it easy to move, copy, and delete documents. Context menus provide quick access to common actions, while single document upload (optimized for larger files) and web-based multi-file upload allow for efficient document management.

Intelligent Workflows and Record Management

TekBank's BPA Functionality includes intelligent workflows leveraging their business rule engine, and workflow status for folders and individual documents. Automated document review and archival, expiration workflow, and document review workflow make record management including records retention easy. Unlimited custom fields (document metadata) and custom field types (text, date, numeric, and drop-down) offer flexible options for data tracking.

Security and Audit History

Role-based security with inheritance, email subscriptions, and detailed audit history provide peace of mind when it comes to document management. Developer access to all folder capabilities allows for easy customization and configuration.

Search and Configuration Options

TekBank's BPA Functionality offers 2-click search and complex search options, as well as quick search of all documents, meta-data, and full text. Custom metadata is fully searchable, and the advanced search screen allows for detailed queries. The indexing server ensures optimal search performance, while save and publish popular searches for quick access saves time.

iForm Functions

TekBank's BPA Functionality includes iForm Functions such as a web-based form designer to build out any process, process dashboards that provide the status of each process, and iForm templates that provide full revision capability. User dashboards provide the status of each process, and dashboards and iForms support approvals and signatures.

Audit Log and Training Management

TekBank's BPA Functionality offers an audit log that preserves detailed workflow history, employee audit log, document audit log, folder audit log, and employee training logs. Employee training tracking allows for organization-wide training log for audit preparation.

iForm Process Dashboards

Oversight of data collection using dashboards, the ability to automate virtually any process, and drill-down from dashboard into form instance are just some of the features that make iForm Process Dashboards so useful.

Full System and Task Audit

TekBank's BPA Functionality includes a full system and task audit, actionable analytics to create real-time dashboards and reports, and the ability to scan directly to folders from local or remote locations. The outlook add-in for direct outlook interaction allows for efficient email management, while the document export utility preserves the folder structure.

Create and Capture

The ability to scan directly to folders, fax directly to folders and trigger automated processes, email directly to folders and trigger automated processes, and folder watching to capture documents (FTP sites, etc.) are some of the key features of TekBank's BPA Functionality.

Workflow

TekBank's BPA Functionality includes pre-defined workflow processes for automation, release approval workflow, expiration approval workflow, document review workflow, training record management workflow, and ad-hoc workflow tasks. Group-based workflow capability with work queues, personal and group task list management, and password-enabled approval task completion make workflow management simple and efficient.

Connect With Us

We at TekBank are committed to providing cutting-edge business process automation solutions to meet the needs of businesses across various industries. With our state-of-the-art technology and robust features, we offer a comprehensive suite of tools that enable you to streamline your processes, increase efficiency, and enhance your bottom line.

To learn more about our services, please visit our website at www.tekbank.net. We would love to hear from you, so please do not hesitate to contact us at [email protected]. Our team of experts is always ready to assist you with any questions you may have. Thank you for considering TekBank for your business process automation needs.