Key Features
Document Production and Management
TrustQuay 5Series produces documents and minutes on demand using Microsoft Word templates. In addition to the standard document templates provided, service providers can add user-defined document templates, as required to meet changing requirements.
5Series can save and retrieve documents:
- in network folders and sub-folders, or
- in the integrated TrustQuay 5Series Document Store module, or
- in a 3rd party Document Management system (via a standard API) e.g. Microsoft SharePoint
TrustQuay 5Series allows documents to be stored either at entity level, against pieces of data on an entity record, e.g. a passport can be stored against the passport data fields within an entity record, or a document can be linked to accounting transactions
Screenshot gallery:
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- Easily attach and retrieve entity related documents
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- Easily create document templates using Microsoft Word
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- Easily map document template fields to data fields in 5Series
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- Example document created by 5Series
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- Minutes and resolutions are automatically generated
