Use Case(s)

This add-on solves several key problems.

Manual and inconsistent document filing

Problem

As an accounts payable clerk, you receive invoices by email and print them out to file in a cabinet. Sometimes you forget to file them, or they end up in the wrong folder. When your manager asks for last month’s invoices, you spend hours searching through stacks of paper and email inboxes, often missing documents or duplicating work.

Solution

Doc Box eliminates manual and inconsistent document filing, reducing lost or misplaced documents.

Slow document search and retrieval

Problem

As a sales manager, you need to find a signed contract from a customer to resolve a dispute. The contract was scanned and saved somewhere on the shared drive, but the folder structure is unclear and the file name is generic. You ask colleagues for help, but no one knows where it is. The search takes hours and delays your response to the customer.

Solution

Doc Box accelerates document search and retrieval, saving time and minimizing frustration for employees.

High administrative effort and error rates

Problem

As a purchasing assistant, you manually enter document details into spreadsheets and assign them to orders. Sometimes you mistype order numbers or forget to update the status, leading to confusion and errors when colleagues try to track order progress or match documents to transactions.

Solution

Doc Box automates archiving and assignment of documents, lowering administrative effort and error rates.