NewDoc

Ability to manage customer communication documents by viewing, and deleting where requested.

Overview

NewDoc is a document management solution that offers a comprehensive suite of tools to streamline document handling, enhance communication, and ensure data privacy compliance.

Document Handling & Management

FunctionalityDescription
Document search & viewingThe ability for an agent to quickly search and locate customer documents with functionality to download the document if required.
Document Management1. Sending communications: Providing agents to send automated content letters and create personalised customer communications. This includes handling various types of correspondence, such as complaints, fraud, and customer service messages, tailored to the specific configurations set by each client.

2. Document deletion: Capability for a document to be deleted such as if a customer exercises their right to be forgotten (dependant on client configuration).

3. Communication history: Functionality for an agent to view all communication history sent by a client such as SMS, letters, emails and statements.

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