Document Management System

 

The Document Management System module in TrackWizz has been designed keeping one single objective “access to any documentElectronic / physical any time”.

Salient Features

  • Simple, Effective and Customizable: Easy to use interface for easy and quick entering and retrieving of data. You will be surprised with the effectiveness of PRM in keeping track of all your documents!
  • Central Document Storage solution: Attach multiple files with each record. The possibilities are endless.
  • Simplify IT infrastructure and reduce costs: All your important files are stored centrally at one location and are backed up to one single file with one click.
  • Support for all file formats including but not limited to PDFs, Word documents, Excel spreadsheets, plain text files, html, zip files, etc.
  • File – Document mapping: Allows you to specify which Documents can be stored inside a particular file.
  • Track with Serial No, Date and/or Client
  • UCC Tracker: Gives you a mismatch between UCC done on exchange to available record of KYC in PRM.
  • Complete organization can use.
  • Sample Documents: Expense Bills, Stamp Duty Challans, Concurrent Audits , Exchange Inspection and correspondence, Exchange Submissions, KYC, ROC Records like Form 32, Board Resolution, IBT Reports, System Audit Reports, Service Tax Returns basically any document any department any type.