Less Work. More Flow.
Get the best-fit technology for you. Our digital document management solutions — and our committed team — power transformation for you and your workflows.
Choose the Right Solution for You.
Gain instant access to all documents from emails to invoices. We work to streamline document management and efficiency, create backups for all paper-based data, and control access to sensitive data.
Key Benefits of Digital Document Management
Save, store, manage and share documents – regardless of format or source. Simplify approvals and document processing with automated workflows. On-premise or cloud solutions enable you to boost user adoption, protect your documents and data, and deliver an exceptional customer experience.
Support In-office & Remote Teams
Find and manage documents and workflows from your laptop, home PC through web clients, and smartphone applications through secured, controlled, and logged access only available to authorized users. Task lists, email notifications, and reminders keep everyone informed and digital workflows moving.
Optimize Your Business Processes
The movement of information drives your business. Regardless of the department or your industry, you can increase efficiencies and data security through business process optimization.
Data Protection & Compliance
Our solutions support HIPAA, GDPR, Sarbanes-Oxley, SOC 2, Type I security and many other US and international regulatory guidelines through rights-protected access, legally binding digital signatures, file encryption options, and more.
Digitize Paper to Work Anywhere
Simplify document archival and retrieval with line of business integrations into around 500 different applications. Store documents and emails from Outlook™. Transfer business data into applications like SAP, Sage, QuickBooks, MS Dynamics, and other ERP systems. With DocuWare integrations, you’ll get more done, faster.
Step 1
UBEO hosts an introductory client meeting to determine scope of work.
Step 2
UBEO and team prepare files for a secure pickup.
Step 3
UBEO processes for digital conversion and export.
Step 4
However you choose to access your digital files, you will be provided a full list of your transformed documents to ensure all is accounted for and can be accessed from multiple retrieval options. Export to software, export to drive or export to cloud.
Digital Conversion Complete!
Once digital conversion is complete, you have the option of having your files securely shredded or returned. Your critical business files can now be accessed securely from anywhere.
