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DOCUMENT PREPARATION
 

Premium Technology’s Document Preparation System (DocPrep) is a platform for banks to provide trade services documents for exporters who use Letter Credit (L/C), Open Account, Collection, etc. to move goods.  Banks, exporters, buyers and other third parties can view and communicate through this platform’s web enabled capabilities.  This will allow for efficient, accurate and robust information and documentation to be available for all parties concern when needed.  These capabilities will facilitate efficient movement of trade goods and payments.

KEY FEATURES

  • Web-based access, allowing approved parties access the system through standard web interface.
  • Customizable document library, provide common document templates. Also support customized templates by user
  • A document rule engine to manage the required documents
  • Easy document/data capture, that supports various channels to capture the original document and automatically populates data from structured data files
  • Document generation, generate document by populating data into user-created templates
  • Automatic document checks against predefined list, automatically checking for discrepancies
  • Workflow driven for both flexibility and management control
  • Collaborate/share/deliver documents efficiently/securely between parties. Various parties (bank/customer/vendors, etc.) can access different functionalities of the application through secure web platform based on right assignments. The application supports digital signature
  • Customizable dashboard / reports. The application provides customizable dashboard and reports for easy status and activity review in real time
  • Event notification / Internal message exchange. Users will be notified when various events occur. They can also exchanged messages internally within the application
  • Audit trail. The application records user actions, tracks work item status and keeps document version histories
  • White labeling enabled
  • Support multi-languages
  • Support transactions for L/C, Collection, Open account, etc.

BENEFITS

  • Enable exporter to receive payment quickly by delivering required documents accurately and efficiently
  • Enable bank to provide better service to exporter
  • Enable bank to manage the document preparation process more efficient and reduce cost