Document Collection

Know your customer!

Introduction

Welcome to the Document Collection feature of Digital Connect Application. This feature is designed to help you organize, manage, and collaborate on documents efficiently within your application. In this overview, we will explore the key functionalities and benefits of the Document Collection feature.

Purpose

During a Digital Connect Session, the customer is asked to provide certain personally identifiable information that can be used for contacting and identification. Personally, identifiable information may include, but is not limited to:

• Identification Card

• Passport

• Visa

• Supporting Document

Key Features

• Upload and Store Document

• Preview Document

• Tag Document

• Crop Document

• Download Document

• Extract OCR from the Document

• Document Stamping with Watermark

Benefits

• Efficient Document Management. Streamline the organization and retrieval of documents, saving time and reducing frustration.

• Enhanced Collaboration. Collaborate seamlessly with team members, clients, or partners on document creation and review.

• Version History. Keep a comprehensive record of document changes, facilitating audits and ensuring compliance.

Getting Started

To utilize the Document Collection Feature effectively in Digital Connect Application, follow these steps:

1. Access the Document Collection: Log in to your account, connect with your customer and navigate to the Document Collection feature from the left menu of the application.

2. Select Action: Begin by selecting a document to be requested to your customer.

3. Click Request: Upon request it shows your customer a container to upload.

4. Preview the Uploaded Document: Open the customer uploaded document and review the quality.

5. Explore Features: Discover additional features such as tagging, downloading, cropping and OCR extracting to enhance your document collection experience.

6. Manage Permissions: Configure access permissions and roles to control who can download or auto/manually extract the OCR.

Conclusion

The Document Collection Feature in Digital Connect empowers users to organize, collaborate, and manage documents effectively. Whether you are working on projects, storing important records, or collaborating with customers, our feature simplifies document management and enhances productivity.

For detailed instructions and support, please contact our customer support team. Thank you for choosing Digital Connect Application for your document management needs!

Quick Video

Tips. Allowed file types are image and pdf, allowed file size is 15MB