Automatically Organize Documents

Automatically organize documents with SignnTrack helps you keep your contracts, agreements, and other essential documents structured and easy to access. By automating the organization process, SignnTrack eliminates the need for manual categorization, saving you time and ensuring that all your documents are neatly sorted for quick retrieval. This feature streamlines your document management workflow, enhances efficiency, and reduces the chances of misplacing important files.

How Automatic Document Organization Works

SignnTrack makes document organization seamless and effortless. Here's how automatic organization works:

• Define Categories: Set up categories or folders based on document types, departments, or any other criteria that suit your organization’s needs.
• Automated Sorting: SignnTrack automatically sorts your uploaded documents based on predefined rules, such as document type, date, signer, or contract status.
• Tagging: Documents are automatically tagged with keywords or metadata, helping you search and categorize them more efficiently.
• Custom Rules: Set rules for how documents should be categorized, such as assigning specific documents to specific teams or automatically moving expired contracts to an archive folder.

By automating these processes, SignnTrack ensures that all your documents are organized according to your preferences, saving time and reducing errors in the organization process.

Customizing Your Document Organization

SignnTrack offers full flexibility in how your documents are organized. You can easily customize the organization system based on your business’s specific needs:

• Custom Categories: Define categories based on your document types (e.g., contracts, agreements, invoices) or by department (e.g., legal, HR, sales).
• Advanced Tagging: Use tags to further categorize documents (e.g., "signed," "draft," "pending review") for easy retrieval.
• Folder Hierarchy: Organize your documents in a hierarchical folder system that reflects your workflow, allowing you to manage large volumes of documents without confusion.
• Integration with Other Systems: Integrate with other systems (CRM, ERP, etc.) to automatically categorize and sort documents based on the data from those systems.

With SignnTrack’s customizable features, you can set up an organization system that works for your business, ensuring that your documents are always well-organized and accessible.

Automated Document Categorization

SignnTrack’s automated document categorization ensures that your documents are properly stored without manual effort. The system works as follows:

• Automatic Document Recognition: SignnTrack can automatically recognize document types (e.g., contracts, invoices) and place them in the appropriate categories based on pre-set rules.
• Metadata Extraction: The platform extracts important metadata (e.g., contract date, signer name, document type) and uses it for organizing and tagging documents.
• Smart Foldering: Documents are automatically placed in the correct folders based on your custom rules, such as expiration dates, department, or project.
• Batch Organization: You can upload multiple documents at once, and SignnTrack will automatically sort them according to your rules, saving you time and effort.

This automated categorization ensures that your document management system remains organized without needing constant manual oversight.

Start Organizing Documents Automatically with SignnTrack

Streamline your document management process with SignnTrack’s automatic organization. Try it today and improve your workflow efficiency.

Conclusion: With SignnTrack’s automatic document organization, you can keep your contracts and other documents neatly categorized, making it easy to find, track, and manage them. Customizable rules, automated categorization, and smart tagging ensure that your documents are always structured and easily accessible. Start organizing your documents more efficiently with SignnTrack today!