County District Clerks Save $141,800 Annually With New Technology.

By | Document Management Solutions, Government

Sourced from our Systems Partner © 2018 Digitech Systems, LLC – All rights reserved.

By converting microfilm to digital documents and implementing a Digitech Systems’ PaperVision Enterprise solution, the District Clerk’s office now manages information electronically for improved efficiency at an annual cost savings of $141,800.

Using the management system, the clerk’s office retrieves judicial records in seconds. All seven employees can search for, view and print documents from the convenience of their desks. By managing information electronically, each staff member saves five hours per week in file searching, which saves taxpayers $140,000 in productivity each year.

Today, the clerk’s office improves their public service and satisfies customers more quickly. They can go to the office and use the two designated public computers to access PaperVision Enterprise and quickly pinpoint the documents they need.

“PaperVision Enterprise is so intuitive that we don’t have to train the public to search and retrieve records. They can just come in and help themselves. It’s easier than the public library, because the document pops up right there on the screen.”

-Linda Uecker, Kerr County District Clerk

Now that employees can securely send archived documents electronically, the District Clerk’s office has provided another convenient option for the public to find and receive records remotely. Instead of making a special trip to the courthouse, they simply search the published archive index online, call the office, request a unique document number, provide their credit card information and have the document emailed to them. Uecker says that the documents are so accessible that they have seen an increase in the demand for information. Over the past two years, revenue from information requests that cost $1 per page has increased by about $2,500.

When the courts seal and secure documents from public access, the office no longer needs to rewrite rolls of microfilm, saving the county $1,800 annually. “With one click, the documents are secure and inaccessible. The public can’t even see that those records are there,” said Uecker.

Since the implementation of PaperVision Enterprise, Uecker was able to remove the three microfilm machines, open 144 square feet of office space and make room for the growing number of pending case files, which are kept in paper format until they can be scanned and loaded into PaperVision Enterprise.

Best of all, PaperVision Enterprise saves the District Clerk’s office and the public hours of searching through hundreds of rolls of microfilm and enables everyone to identify and print clear copies of important permanent records in a matter of seconds.

For more information on Digitech! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
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How Can Intelligent Automation Help You Achieve Your Financial Goals?

By | Business Process Automation, Document Management Solutions


Intelligent Automation

Sourced from our Systems Partner © 2018 Digitech Systems, LLC – All rights reserved.

How will your organization stay on top of compliance issues while also achieving financial goals? In order to stay ahead of the curve, insurance companies are investing in technology to free up workforce hours and save money. Deloitte estimates that in the insurance industry alone, intelligent automation could free up anywhere between 58 and 285 million workforce hours, saving between $1.7 and $8.9 billion dollars within the next seven years. See how you can automate tasks, stay in compliance, and save money!

“Automation and advanced analytics can improve productivity of existing staff performing non-routine tasks—or could automate those tasks entirely. The potential benefits of intelligent automation go beyond cost reduction to offer decreased cycle times, flexibility and scalability, improved accuracy, and higher employee morale.”

-Deloitte Center for Financial Services

Automate Claims Processes

Is manual claims processing slowing you down and costing too much money? Utilizing our patented AI engine, PaperVision® Forms Magic, in order to streamline claims processing, eliminate human errors, and improve claims accuracy, saving your organization time.

Reduce Operating Costs

How much money is manually processing claims costing you? Manually processing claims is a time consuming, error-prone process. Digitech helps you automate manual processes by streamlining document processing—ultimately saving you money.

Intelligently Locate Information

Are you struggling to locate customer claim and policy data in a timely manner? Powerful search functions that allow you to locate information in seconds. Speed up requests and get control of your data by electronically organizing, controlling, and intelligently routing documents, no matter the location or department.

Enjoy Easy Setup

Need a system that is easy to setup and manage? Setup in hours versus days with ImageSilo®, our cloud-based service that allows you to minimize IT burden by outsourcing hardware, software, and maintenance costs. Plus, unlimited users and data storage means the system will automatically grow as your institution does.

Comply with GLBA

Is your data secure under the Gramm-Leach-Bliley Act (GLBA)? GLBA requires insurance companies to securely protect personal financial data and notify customers when it is shared. Making it possible for your organization to protect and notify them quickly and easily.

Integrate Seamlessly

Do you work with multiple systems? Combine multiple systems to simplify records management. With easy to use point-and click integrations that make it easy for you to share information with your other line-of-business applications, improving the efficiency of the whole organization.

“Thanks to PaperVision® Enterprise Workflow, document processing times have decreased, and we save 100 hours of productivity each year. Employees can see where files are in the claims process and see what work step they’re in. Changes to customers’ contact and beneficiary information are quickly processed and immediately effective.”

– Carolyn Strawn, Manager of Imaging and New Business, Homesteaders Life Company.

What if you could instantly locate customer claim data while staying in compliance with security regulations and saving money? Utilizing the latest technologies in order to digitize, manage, store, and route data while maintaining compliance, increasing security, and saving money.

For more information on FileBound! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
Contact us today.

Processing Claims Automation!

By | Business Process Automation, Document Management Solutions

Processing Claims

Sourced from our Systems Partner © 2018 Digitech Systems, LLC – All rights reserved.

 Is your organization still manually processing claims? According to the CAQH Index, on average, manual transactions cost $4.40 more than electronic ones. By switching to electronic claims, providers can save more than $15 on every single medical claim. For example, billing staff must process different claims for each of the hundreds of different insurance plans and they are printing out copies and manually hand-keying information into their claims adjudication systems. Processing claims this way is not only time-consuming, but it can cost your organization thousands of dollars in rejected claims.

How Does it Work?

How can automation help? Let’s explore the technology and then look at an example of how Intelligent Automation (IA) can be used to save your organization time and money.


Import faxes, emails, and other digital documents or use scanning software such as PaperVision Capture to turn incoming paper claims into digital files.


Once the files are digital, PaperVision® Forms Magic technology leverages its patented Artificial Intelligence (AI) engine to automatically extract data from the claims to eliminate manual data entry.


Data is then validated against the claim’s adjudication software. The PaperVision® Automation Manager leverages Robotic Process Automation (RPA) tools to find and lookup missing information to ensure the claim is complete and the data is formatted correctly allowing staff to focus on more important tasks.


After the claims are validated the data is then exported. You can leverage the optional Business Rules in PaperVision Capture to export the claims in a variety of formats, including HIPAA 837P EDI ANSI for adjudication.


Ensure claim data remains secure while in transmission and at rest with Enterprise Content Management (ECM) software, such as ImageSilo® or PaperVision® Enterprise, to help you comply with the Health Insurance Portability and Accountability Act (HIPAA) and other federal regulations.

Claims Processing at Work

For example, claims arrive in a variety of formats such as a fax, email, and paper. Once the claim is received, AI technology is then used to extract the data on the claim. Once the data is extracted, the unattended robots get to work processing claims. The robot can then find and lookup missing information to ensure the claim is complete and the data is formatted correctly. If the robot can determine that the claim is valid, the robot updates the status and exports the data to an external claims adjudication system. If for some reason, the robot cannot find missing information or cannot confirm the claim is valid, all data gathered is sent to a person to work on as an exception process. The employee uses attended robots to interact with external systems to complete the exception task to finish processing claims. The claim data is then securely stored in the ECM system to help ensure compliance with HIPAA and other federal regulations.

How Much Could You Save?

  • 30% of healthcare spending goes to waste and $190 billion is spent on administrative paperwork alone.
  • On average, manual transactions require five minutes more than electronic ones. Providers can save almost 40 minutes per claim by switching to electronic claims. – CAQH Index
  • By the end of 2018, payers that implemented Robotic Process Automation (RPA) will have saved $1 billion globally. – IDC
  • With statistics like these, there’s no question you need to bring automation to your process today! Contact us today for a FREE demo and find out how much you could be saving.

“In 2017, out of the $3 trillion in medical claims submitted by hospitals, around 9% of charges were initially denied. That comes out to $262 billion in potential loss for the hospitals. Even though 63% of those claims were recoverable, it cost them $8.6 billion in appeals-related administrative costs.”

-Change Healthcare

But what if there was a better way? By leveraging the latest advancements in technology, organizations of all sizes are looking to replace inefficient manual tasks with automation that intelligently brings order to an otherwise chaotic situation. 

For more information on Digitech! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
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Eliminate Bottlenecks with Workflow Automation Solutions.

By | Business Process Automation, Document Management Solutions
Sourced from our Systems Partner © 2018 Upland Software, Inc. – All rights reserved.

AP departments using FileBound dramatically increase their visibility and eliminate bottlenecks. Paper-based and manual processes, lack of insight into business activities or project status, and inflexible solutions make goals hard to accomplish. FileBound battles those issues through intuitive AP automation solutions that make it easier for employees, management, and executives to conquer their daily tasks quickly, easily, and efficiently.

Upon arrival, invoices are immediately captured, and the relevant data extracted to begin the payment process. FileBound routes the invoices according to defined business rules, quickly providing the validated data to ERPs or other financial systems. FileBound can also manage associated tasks, such as creating e-forms for PO requests and managing vendor contracts.

Invoices & Approvals.

Instead of managing and routing invoices physically or via email, FileBound simplifies processing invoices and payments. By automating time-consuming manual duties, AP staff spends less time chasing paperwork and confirming approvals, and more time on valuable tasks that further the cause of your organization — all while improving accuracy and efficiency.

Analytics & Integration.

In today’s demanding, quick turnaround work environment, AP employees have a full to-do list. FileBound can help them rest easy with our intuitive, all-encompassing automated solution that easily integrates with existing accounting systems and includes a centralized dashboard to save time and provide strategic analytic insights to improve processes.


As any AP professional knows, timely payment is only half the battle. Your organization can conquer those everyday tasks, while ensuring that your data is consistent, compliant, and secure. That way, you’re prepared for anything the workday might bring, whether it be tracking down a vendor payment or preparing for an annual audit.

For more information on FileBound! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
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5 Ways Your District Should Use Automation for Its Processes.

By | Business Process Automation, Document Management Solutions
Sourced from our Systems Partner © 2018 Upland Software, Inc. – All rights reserved.
Education is a challenging and intensely rewarding calling. As demands on educators continue to grow, automating district processes wherever possible is a critical component to keeping up with the fast pace of every school year. Once your district has unburdened staff from the mountains of paperwork by implementing a document management solution, process automation is the next step to granting them the time to refocus on the real prize — helping students thrive.


In the US, there are 4.6 million English Learners (EL) in K-12 schools, which represents approximately 9.4 percent of the national student population. In some states, like California, that number is as high as 22.4 percent.3 Districts must adhere to federal guidelines as well as state mandates when educating their English Learner students. In Illinois, for example, EL students who are new to a district must complete a home language survey to identify those with a language background other than English. Students then take an English proficiency exam for initial eligibility, and they test again every year to monitor their progress, reassess their skill level, and determine continued eligibility for the program. Districts must continue to follow EL students for two years after they complete the EL program.

The process for EL eligibility in your district probably mirrors that of Illinois—bringing together parent completion of forms, student assessments, admittance into the program, document storage, and the setting of permissions for administrators and teachers who are tasked with EL student monitoring. This complex sequence of steps and documents presents an ideal opportunity for process automation. Having adopted a new document management and process automation technology platform, Hesperia Unified School District in San Bernardino, CA, cut the time it took to approve students’ eligibility for their English Learners program from three months to two weeks. The greatest benefit of this process improvement is increased student access to much-needed services.


In our complex society, schools are playing an increased role in keeping students physically and emotionally safe. The challenges are daunting:

21 percent of students ages 12–18 reported being bullied at school,5 and 25 percent of public middle and high schools deal with cyber bullying issues every week.6

9 percent of schools reported a threat with a weapon during the 2015-2016 school year.7

Suicide rates doubled among teen girls and increased by more than 30 percent among teen boys from 2007 to 2015.8 22% In the US, there are 4.6 million English Learners (EL) in K-12 schools, which represents approximately 9.4 percent of the national student population. In some states, like California, that number is as high as 22.4 percent.3 30% Suicide rates doubled among teen girls and increased by more than 30 percent among teen boys from 2007 to 2015.8 5

These statistics indicate the increasing challenges in keeping students and faculty safe and healthy and show that every district needs a plan in place where students, staff, and parents can easily and reliably report concerning behavior. Online forms serve as a dedicated hotline where behavior concerns can be reported anonymously 24 hours a day, 7 days per week. With a robust process automation system, this critical information can automatically be forwarded to the right leaders, who can take immediate action to keep their students safe.


These days, volunteering at your local school may involve rigorous vetting, with some districts requiring a multi-step volunteer application process. For example:

  • Charlotte-Mecklenburg Schools in North Carolina requires all volunteers to complete an online registration form and a criminal background check. Unsupervised volunteers also need to complete an in-person interview and pass a reference check.
  • Las Cruces Public Schools in New Mexico requires all parents and community members who volunteer to complete an FBI background check and a criminal history affidavit.

With the overall increase in security risks at schools, some districts nationwide have followed a similar pattern for vetting volunteers. Managing this multi-step process, collecting reliable data, and keeping information securely stored yet easily accessible is no easy task. Process automation enables your district to:

  • Post an online volunteer application that parents, or community members can complete anytime, anywhere.
  • Collect complete and accurate data for each applicant.
  • Securely store forms in an easily accessible online location
  • Give designated administrators permission to retrieve forms as needed

Forms can automatically be routed to the right personnel for sign-off without manual intervention, so school secretaries are not bogged down with paperwork or approvals. Your district can be assured that you have safeguards in place to protect students, while preventing paperwork or delayed response time from dissuading potential volunteers. Volunteerism and community involvement are critical components of any vibrant school district. A Pennsylvania law passed in the wake of the Jerry Sandusky sex abuse scandal at Penn State, requires all K-12 school visitors to be fingerprinted and undergo background checks before coming onto campus.11 Many other districts nationwide are implementing similar procedures.


Parents are required to complete permission slips that waive district liability and allow their children to participate in field trips, team sports, and extra-curricular activities. As any parent will attest, the paper-based version of this process is challenging at every point:

  • Permission slips get buried and crumpled at the bottom of the back pack.
  • Often parents are unaware that they need to be signed.
  • Students must remember to return signed slips to the teacher.
  • Teachers feel the headache of collecting the slips.
  • Missing slips can sideline students and anger parents.

Unfortunately, many schools still rely on this old-fashioned method. Other schools may have a Word or PDF file posted on the school website for parents to download, print, complete, and send in with their child — which defeats the purpose of an online system.

The online submission of permission forms is an ideal function for process automation tools. A teacher can send a group email to the parents with a link to an online form. Parents then complete the form and submit it electronically. The teacher receives an alert when the forms are submitted, and reminders can be set to automatically email parents whose forms are missing. No slips of paper, no class time lost collecting forms, and no pressure on students to remember one more thing in their already busy schedules. The forms can be stored and accessed by staff with the appropriate permissions. This streamlines the process, saves time, and frees up teachers to focus on educating students.


There is a plethora of forms needed to manage district operations, such as requests for field use, room requests for PTA and Boy and Girl Scout activities, maintenance needs, A/V equipment check-outs, and transportation requests. Often these activities are done behind the scenes but require time and energy for staff to execute. With a process automation system, all these requests can follow a similar sequence as permission slips, beginning with a secure online form, combined with online scheduling, notifications, and approvals. Your district saves on administrative time, printing costs, paper, and storage.

For more information on FileBound! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
Contact us today

Is Your Healthcare Organization Still Reliant on Manual Processes?

By | Business Process Automation, Document Management Solutions

Sourced from our Systems Partner © 2018 Digitech Systems, LLC – All rights reserved.

What if you could reduce the amount of time your medical staff wastes manually managing patient files? You can streamline document management processes, decrease wasted time, and improve the productivity of the entire organization.

“Our old paper intake process was difficult for our patients. Now with ImageSilo, they only have done intake paperwork once. After that, we can pull up their records instantly, which allows us to provide better care much more quickly.”

-Jocelyn Scott, Director of Medical Records, Netcare Access.

Eliminate Manual Data Entry.

Are you spending hours manually typing in patient information? Too often, doctors and staff spend more time manually entering data into their EHR systems than they do with their patients. You can leverage our patented AI engine to automatically extract data and eliminate manual processes, so you can get back to the business of patient care.

Secure Sensitive Data.

Are you storing your patient files securely? Under federal regulations, PHI must be electronically protected to ensure the integrity of all patient information. Providing extensive security and encryption settings to ensure patient data remains secure while in transmission and at rest.

Recover from Disaster Quickly.

Are your important documents safe if disaster struck? Paper files are vulnerable to theft, loss, natural disasters, and cyber-attacks. You can electronically protect your documents and ensure they are safe if disaster should strike—no matter the cause.

Comply with HIPAA Regulations.

Are you in compliance with federal regulations? Under HIPAA, PHI must be kept safe from unauthorized users. You can customize each user’s security settings to ensure private information remains safely protected and only accessible from approved users.

Save Money by Moving to the Cloud.

How much money are you spending on managing your business and patient files? Free yourself from hardware, software, and other IT related expenses by moving to the cloud. With ImageSilo, you can turn capital expenses into tax-deductible operating expenses saving the entire organization money.

Integrate Seamlessly.

Do you work with external systems or various line-of business applications? Manually managing patient files this way can be a time-consuming, inefficient process. With easy to use point-and-click integrations that makes it simple to join various systems together helping you improve patient care.

“Data is rapidly becoming the currency of healthcare, and organizations are recognizing the critical nature of investing in technology to curate and make data available across their enterprise in a consistent and well-managed fashion.”

– IDC, 2018

For more information on Digitech! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
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Why Your District Needs Process Automation.

By | Business Process Automation, Document Management Solutions, Education

Process Automation

Sourced from our Systems Partner © 2018 Upland Software, Inc. – All rights reserved.
Over the past decade, document management — the storage, management, and tracking of electronic documents — has become standard for large and small school districts alike, as reams of paper, file cabinets, and storage rooms have been replaced by server- and cloud-based solutions to house digital records.

Process automation takes document management to the next level. It replaces time-consuming and unstructured manual processes with streamlined, automated systems to improve productivity. With process automation, your district achieves efficiencies that are not possible with document management alone, which frees up time for administrators, teachers, and staff to devote to other initiatives — like providing high quality student services.


Automating the processes around digital documents makes more of an impact on your district’s productivity than the initial transition to electronic records. As educators well know, many administrative functions can be cumbersome, even with digital document management. Using process automation, your district can streamline multi-step processes that often require form completion, approvals, signatures, permission to edit forms, and the need to share and access the forms later. With less time spent on these tasks, your teachers and staff have more time to focus on finding ways to better serve students.


FERPA (Family Educational Rights and Privacy Act) and COPPA (Children’s Online Privacy Protection Act) are federal laws that protect the privacy and security of student records and personal information. The laws aim to prevent the use of students’ personal information for commercial benefit, as well as to stop the more serious abuses of discrimination, identity theft, and other malicious or criminal acts. In 2016, California enacted the first state law on student privacy and security, SOPIPA (Student Online Personal Information Protection Act ), and other states quickly followed suit. In the 2017 legislative session alone, data privacy was a focus of 93 state bills.

Despite the seriousness of these laws and the principles they protect, many districts may unknowingly expose their students to privacy and security risks by using free tools such as Google and Dropbox. In 2014, Google was sued for violating FERPA and exploiting student information for commercial gain, a case that forced the tech giant to change its practices.2 No district wants to find itself on the wrong end of a lawsuit where children’s rights have been violated. That’s why it is critical for your district to have adequate process automation and document management systems in place: to ensure confidentiality, data integrity, and compliance with state and federal privacy and security laws.


Strict processes for setting comprehensive permissions, and for handling changes in permissions from year to year, is an effective way to comply with privacy and security requirements. For example, classroom teachers will have access to their students’ IEPs one year but may be restricted the next year as class configurations change. Free and reduced lunch status is another area where information is restricted to a limited number of administrators to respect students’ privacy. Granting, managing, and updating all these permissions district-wide can be an administrative time sink at best without the right tools; at worst it can open a district up to errors, negative publicity, and lawsuits. The capacity to quickly and accurately manage permissions is a critical piece of any process automation system.

For more information on FileBound! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
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An Optimistic Attitude Toward Workflow Automation Helps Businesses Thrive.

By | Business Process Automation, Document Management Solutions, Technology
Workflow Automation
Sourced from our Systems Partner © 2018 Upland Software, Inc. – All rights reserved.

Automation often provokes a negative response for people – they may have prior associations with it being tedious, threatening, or impersonal. It’s certainly true that not every process within an organization can – or should – be automated. However, when structured and executed correctly, automation has the potential to transform work experiences and output for both internal and external stakeholders.

When automation continually evolves to serve and keep pace with a company’s needs, it can streamline processes and procedures, create data transparency, and increase an organization’s ability to accomplish work better, cheaper, and faster. Choosing an optimistic, glass-half-full approach toward workflow automation can open up new possibilities for a business, providing a chance to make great strides forward.

The key to workflow automation resides in having the right technology solution in place. In a recent article for Workflow magazine, I said: “To accommodate the changing needs of employees while successfully engaging with customers on a global stage, you need to initiate the process digitally at the closest point of origin possible.” So how does this digital initiative manifest in its ideal form?

Done right, automated solutions should govern a comprehensive end-to-end process, so the organization is empowered to continually improve.  In particular, workflow automation technology can move work through an organization from start to finish, eliminating bottlenecks, promoting efficient collaboration and approvals, establishing accountability, and ensuring efficiency and accuracy.

Workflow automation can be woven through an organization to solve problems, create new possibilities, and alleviate struggles. As your organization evaluates workflow automation solutions, you will want to ask tough questions to determine what your time/money investment will be, and for what return.

Here is a Top 10 list of priorities to consider when evaluating an automated

workflow solution:

Training – How much training does this solution require? How quickly will users get up-and-running to leverage its tools for return on investment (ROI)?

Ease of Use – Can users quickly create new forms and workflows, and add new users and projects? Is it easy to manage, store, and retrieve multiple versions of documents?

Collaboration and Accessibility – Does this solution enable interaction with clients, prospective employees, contractors, separate divisions, and so forth? Can employees work from anywhere, 24/7?

Integration – Can I readily integrate the solution with my incumbent systems?

Native Format – Can we easily (or automatically) create consolidated files/records with documents of any kind (PDF, e-forms, Word) without changing the documents’ formats?

Security & Compliance What protections does the system offer for data loss detection and prevention? Can it interrogate documents to flag sensitive content? Can it produce tamper-proof audit logs? Also, not everyone needs or is authorized for access to all data, so the system should allow you to lock down or restrict content access depending on authorization or role.

Predictive Analytics – Can the solution’s predictive analytics features help us analyze and find solutions to problems or capitalize on opportunities?

User-Driven Modification – Can our employees independently modify automated workflows, create e-forms, add users, etc.?

Licensing – Does the solution’s licensing model allow for unlimited or restricted usage of the system?

Cloud – Is the solution backed by secure, state-of-the-art cloud technology and brick and mortar facilities?

Automation may seem daunting but try being optimistic about finding new ways to innovate and automate at your business. Rethink traditional ways of completing work both within the enterprise and for your customers. Suppliers of the latest technology can partner with you to produce innovations that will suit your staff’s needs. Leveraging workflow automation technology provides opportunities for a better-equipped workforce to offer more meaningful, specialized services to satisfy – even delight – your clients. If you already have workflow automation technology in place, see if you can extract more value from it. If you have yet to buy a solution, consider the Top 10 list above to find a quality provider. A little optimism can go a long way and your organization has much to gain, so take a walk on the bright side re: automation.

For more information on FileBound! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
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Human Resources Automation

By | Human Resources
Human ResourcesSourced from our Systems Partner © 2018 Upland Software, Inc. – All rights reserved.

Employee Satisfaction Begins with the First Interaction

So, you’ve spent time, money and effort finding the perfect employee. Yet with an inefficient Human Resources process, that new hire may receive and accept a competing offer letter sooner. Or in the future, they could leave the company because they don’t get the service they need to feel valued. We understand; good help is hard to find, and sometimes harder to keep happy.

FileBound helps busy Human Resources professionals navigate the complexities of human capital management from the first interaction through separation. FileBound gathers all documentation, from electronic forms to scanned documents and files from desktop applications. Automation ensures every step is completed on schedule and alerts you to any potential delays. FileBound also collects and routes all required documents to new employees, creates requirements checklists, delivers notifications, and tracks activities while providing appropriate feedback.

FileBound | Human Resources: 


FileBound’s portal and assignment capabilities make both applying for a career and processing the application an easy, straightforward process. Applicants can access, download, modify and submit their applications using FileBound’s Forms Portal while the Human Resources and hiring teams can route, interview and approve new hires all right from within the system.


For every new employee added, FileBound can automatically create a set of on-boarding documents required for each new hire and route them to the appropriate individuals or departments (e.g. IT, Facilities, etc.) to prepare for the new hire’s first day. A checklist is created and monitored to ensure all documents and tasks are completed in a timely manner.

Employee Management:

As the HR life-cycle progresses, the FileBound solution can be employed for everything from audit readiness to ensure documented processes are followed, to more service-on-demand scenarios where employees can make changes to benefit elections or request vacation.


Similar to the On-boarding process, when an employee is terminated, FileBound can create the necessary documents and checklists that ensure that not only the employee’s files are handled properly, but also that their security and system rights have been disconnected. All tasks are assigned and tracked within the system while a master checklist monitors and displays all completed and outstanding assignments.

Over the course of an employee’s career, FileBound manages and monitors the complete life-cycle of each employee record. The system notifies the employee and/or HR staff when it is time to arrange a performance review, when forms need to be updated, or when training or certification is about to expire. Upon separation, FileBound ensures the employee record is stored in compliance with legal and corporate policies.

For more information on FileBound! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
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Is Your Financial Services Organization Compliant with the GLBA?

By | Financial
Sourced from our Systems Partner © 2018 Digitech Systems, LLC – All rights reserved.
Protecting the privacy of consumer information held by financial institutions is at the heart of the Gramm-Leach-Bliley Act (GLBA) of 1999. The GLBA applies to financial institutions – companies that offer financial products or services to individuals, like loans, financial or investment advice, or insurance. Companies that fail to comply with GLBA regulations face a $100,000 fine per violation and even potential jail time, YIKES! Despite being in existence for nearly twenty years, many businesses still struggle to meet GLBA compliance.

What if you could ensure all your organization’s data was secure and in compliance with GLBA? Providing
companies with controls and system security that enables compliance, ensuring all important documents are safe,
secure, and compliant with current GLBA regulations.

Establish Strong Security Processes. Are your current security processes GLBA compliant? The Safeguards Rule mandates financial institutions have a written security plan that describes how they maintain customer confidentiality. Providing extensive security features, reducing time, energy, and money spent trying to establish security plans.

Notify Users Easily. Are you able to notify your customers about sharing their private information? The Financial Privacy Rule requires you to notify your customers when and how their information is being shared. Allowing you to share an unlimited number of privacy notices so your customers are always aware of when their data is being shared.

Quickly Track User Activity. Are you tired of spending hours trying to track down information requests? GLBA requires user activity to be tracked. Digitech has powerful search functions that allow you to track user login and activity making information audits a breeze.

Ensure Compliance. Can you afford a fine from not being compliant? GLBA violations are $100,000 per violation, not to mention potential imprisonment for up to five years. Along with good data protection practices enable GLBA compliance to help you avoid costly fines.

Protect from Disaster. Are your important documents safe if disaster struck? Disasters happen and often its when we least expect them. You know your files are always protected safely in the cloud with ImageSilo®, allowing you to recover from disaster quickly.

Save Money with the Cloud. Can you access your information from anywhere? Ensure access anytime, anywhere. Reduce operational expenses by eliminating hardware and IT costs through implementing easy-to-use cloud technology to improve security without a costly investment.

“Thanks to the multiple layers of security in ImageSilo®, we can make sure that only the individuals that need access to a file have it. We have greater control of our documents and know that they are being held in compliance with GLBA regulations.”
– Aaron Baltisberger, VP of Commercial Lending, Two Rivers Bank & Trust

Improve your understanding of these important privacy regulations using our two-page compliance brief. This simple, but straight-forward write-up helps you match GLBA requirements to specific technology aids to get right to the heart of what you need to do to stay compliant. Create a strong GLBA compliance strategy that you are confident in.

Distribute information efficiently, keep sensitive data secure, and establish a security plan you are confident in, to ensure compliance, improve productivity and save money.

Become a GLBA expert and learn how your Financial Service institution can be GLBA compliant.

For more information on Digitech! Contact us today!
Our mailing address is:
1933 Troost Ave., Kansas City, Missouri 64108 USA
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