A secure recruitment extranet
Reduce your contract paper-flow and streamline how you manage tasks by bringing everything into one centrally-managed system. Docutiva makes document distribution easy while saving you time and securing client data.
Reduced paperwork saves time and money
As a recruitment agency you typically deal with a large amount of daily documentation, either via email or postage. Docutiva lets you create a workspace for each of your clients in which to store contracts, invoices, timesheets and any other documentation relating to an account.
Clients can access their account documentation whenever required and can collaborate with the assigned workspace team using features such as task tickets, calendar milestones, task lists, to-do lists, blog posts or workspace wiki's, all of which can be activated within each workspace.
Docutiva saves time by reducing the amount of time spent wading through email archives and inefficient document storage drives. Clients understand the security benefits and appreciate viewing documents in a central repository. The reduction in print, storage and postage costs adds to your bottom line while providing additional savings in administration time and support requests.
Fast multi-client document uploads
Instead of sending batches of individual unencrypted emails every day, simply upload a single batch file containing documents for a range of clients. Docutiva recognises in which workspace each file should be stored by using a workspace alias, and will upload each file to the correct workspace.
Once uploaded, the system sends an email to each workspace participant to let them know a new file has been added. Our batch processes are an industry first and result in faster client uploads and reduced administration costs for distributing client documents.
Task management for recruiters
Using customisable tasks or tickets, you can issue requests to clients within the context of their workspace. This can be used to request missing invoices or expenses, or to have them return a signed contract. Managing tasks in this way makes it easy to manage accounts and distribute tasks across your team when staff are away on holiday.
Our task management features provide an audit trail of client communication, allowing you to view past conversations and client requests at a glance.