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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhancing the customer experience in Client Communications involves elevating both document accuracy and processing speed. Blue Relay simplifies Client Communications Management by automating workflows and business processes effectively. Additionally, it offers comprehensive visibility through Resource Management, which includes customizable dashboards and reports tailored to specific needs. The platform enhances compliance and adherence to service level agreements (SLA) with robust features that facilitate the exchange of detailed requests, incorporating inline annotations, comments, document comparisons, and checklists. A major provider of customer communications utilized these advanced capabilities to achieve significant reductions in operational costs, effort, and errors. The increasing adoption of Blue Relay among clients demonstrates its value, leading to a more empowered workforce across various sectors. Furthermore, the implementation of custom checklists ensures that essential processing steps are executed consistently and uniformly, enhancing overall team performance and reliability. This systematic approach not only fosters efficiency but also reinforces accountability within the organization.

Description

DocuPro is a cloud-based document management solution tailored for organizations that need to capture, classify, secure, and manage substantial volumes of business records efficiently. This platform facilitates the import of documents from various sources, including scanners, bulk uploads, email, Microsoft Outlook, and a virtual print driver, while organizing them through customizable document types and index fields. Access control is maintained through folder permissions and index-based security protocols. The system enhances review and approval workflows with stages, queues, tasks, routing, and notifications. Users have the ability to view documents, add annotations, stamps, and signatures, and monitor version histories. It also supports parallel bulk-import processes to facilitate repository migrations and manages the identification of uploads that require retries. Aimed at sectors such as insurance, legal, accounting, human resources, and financial services, DocuPro is a versatile tool for teams in credit unions and beyond. Moreover, the vendor manages the cloud service, ensuring seamless integration with Microsoft Entra ID single sign-on for enhanced security and user convenience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Entra ID No 
Microsoft Outlook No 

Integrations

Microsoft Entra ID Yes 
Microsoft Outlook Yes 

Pricing Details

$10.00/month/user
Free Trial No 
Free Version Yes 

Pricing Details

Pricing is quoted for each organization after a demo, based on its document types and processing needs.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Indellient

Founded

2010

Country

Canada

Website

www.bluerelay.com

Vendor Details

Company Name

DocuPro (GoDocuPro)

Founded

2023

Country

United States

Website

godocupro.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking No 
Process Mapping Yes 
Process Modeling & Design No 
Visual Workflow Management No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

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