Document Management

Learn more about the document management life cycle from doc

Organizing and managing your information effectively can yield significant benefits for your company. It can help you meet your industry's requirements for privacy and security, such as HIPAA, Sarbanes-Oxley, and many others! It can also enable you to find crucial data right when you need it, thereby increasing your productivity. United Business Systems has helped improve the processes of organizations ranging from small businesses to enterprise-level companies. These scalable, cost-effective document management systems are ideal for businesses looking to make the switch from physical to digital records, secure and monitor their information, and automate their paper-intensive processes.

Baby Doc

Receive / Create

From clients, vendors, or internal.

Doc holding UBS sign

Capture

Scan, email, import, drag, and drop to a central location, then assign values to the documents to easily retrieve them later.

Strong doc with check mark

Approval Process

Document is reviewed and approved by all required parties. Can be sent back if needed.

Doc sleeping on cloud

Store

Placing all documents in a centralized area where they are easy to find and retrieve.

Doc being modified

Collaborate & Modify

Add, remove, change information. All versions are saved and all contributors recorded.

Doc holding UBS sign

Archive

Secure long term storage with easy access that meets security requirements (HIPAA, Sarbanes-Oxley) and retention rules.

Destroyed doc going to heaven

Destroy

Document is reviewed and approved by all required parties. Can be sent back if needed.

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UBS works closely with our vendors to provide the right fit for your business. We can provide any document management solution from a simple document scanning enhancement, to completely automated workflow for your everyday business processes.

Training & Professional Services

To ensure that our clients get the most from our solutions, UBS also offers training and professional services. We have an experienced sales and technical team that will help evaluate your workflow, guide you in selecting the best solution, and then implement it. When the process is complete, UBS will train your staff to use and manage your document management solution to utilize its full potential!