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TraX Foundation

Game-changing information & document management system

TraX Accounts Payable Automation

Digitise your accounts payable process with our trusted solution

TraX Workflow

Automate your document approvals process with ease

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Integration APIs for seamless connectivity to your ERP/Accounts system

TraX Web Portal

24-7 secure document access for customers or 3rd parties

TraX Document Delivery

Auto collate all supporting documents associated with a transaction

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Looking for a tailored document management solution? We can help!

TraX Mobile

Manage and approve documents on the go

For Finance Professionals

Finance Team Solutions

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The Future of Mobile Document Management: Boost Efficiency On the Go

Posted by Rory Jordan

10 Min Read

The Future of Mobile Document Management: Boost Efficiency On the Go

In today’s fast-paced business environment, the need to manage documents and workflows from anywhere is more important than ever. Traditional document management systems—while efficient in the office—can create bottlenecks for employees who need access on the go. This is where TraX Mobile steps in, transforming the way businesses handle documents with its seamless mobile capabilities.

With TraX Mobile, you can scan, upload, approve, and manage documents directly from your mobile device—keeping you connected and productive, no matter where you are. Let’s explore how this innovative app can revolutionise your document management and accounts payable processes.

The Rise of Mobile Solutions in Document Management

Seamless Document Uploads
One of the standout features of TraX Mobile is the ability to scan and upload documents instantly using your phone’s camera. The app automatically adjusts images for clarity, converting them into professional-quality black and white PDF scans. Whether it’s a single page or a multi-page document like a contract, TraX Mobile makes it effortless to store and share.

Real-Time Access and Approvals
Waiting for document approvals can slow down business operations, but not with TraX Mobile. You can access all documents and invoices stored in your TraX system, view new uploads, and approve documents directly from your mobile device. This ensures that essential workflows—like invoice approvals—keep moving smoothly, even when you’re away from your desk.

Efficient Document Indexing and OCR Integration
TraX Mobile simplifies data entry by allowing users to index scanned documents on the go. For businesses with Optical Character Recognition (OCR) enabled, the app will automatically populate data fields, reducing manual input and increasing accuracy.

Secure, Controlled Access
Security is always a priority when it comes to sensitive business documents. TraX Mobile supports role-based access permissions, giving you control over who can view, edit, or approve documents. Admins can tailor access for different team members, ensuring that critical information stays protected.

Here’s how TraX Mobile can drive real value for your business

📈 Increased Efficiency
With its intuitive mobile interface, TraX Mobile saves you time by reducing the need for manual effort. You can scan, index, and approve documents faster, eliminating the delays caused by traditional paper-based workflows.

🌍 Enhanced Flexibility
Manage your documents and approvals from any location, allowing for uninterrupted productivity. Whether you’re in the office, at home, or traveling, you have everything you need right in your pocket.

✅ Improved Accuracy
The app’s automatic image correction ensures that scanned documents are clear and legible. Combined with OCR integration, TraX Mobile reduces errors in data entry, helping you maintain high standards of accuracy across your workflows.

🤝 Real-Time Collaboration
Stay connected with your team through instant document sharing and real-time updates. You’ll always be aware of new uploads, edits, or approvals, fostering a more collaborative work environment.

🔒 Secure Access
TraX Mobile’s robust security features ensure that your documents are protected at all times. With customisable user permissions, you can control who has access to specific documents, safeguarding sensitive information.

Use Cases for TraX Mobile

Finance
Finance teams can use TraX Mobile to approve invoices, review financial documents, and access audit trails, keeping processes efficient and compliant—even when working remotely.

Legal
Legal professionals can scan and store contracts, legal briefs, and case files on the go. TraX Mobile ensures that sensitive documents are easily accessible while maintaining strict security standards.

Delivery Drivers
TraX Mobile allows delivery drivers to upload Proof of Delivery (POD) documents directly from their mobile devices. This eliminates paperwork and ensures real-time updates, making it easy for teams to track deliveries and verify completion.

Warehouse Staff
Warehouse teams can use TraX Mobile to upload delivery dockets and other important documents on the spot. By digitizing these documents instantly, businesses can streamline their inventory and delivery processes, reducing manual input and delays.

Ready to Take Your Document Management Mobile?

TraX Mobile is designed to help businesses stay connected, efficient, and secure, no matter where work takes you. If you’re ready to transform the way you manage your documents and approvals, download TraX Mobile today from the App Store or Google Play.

Managing Documents On The Go Has Never Been Easier

Enterprise Imaging Systems – Making Data Work for your Business

Investing in specialised eDMS and APA solutions can significantly enhance your business operations. These systems offer advanced functionality, tailored solutions, seamless integration, and continuous innovation, leading to improved efficiency and productivity. By partnering with experts in document management and accounts payable automation, your organisation can achieve greater accuracy, compliance, and overall performance.

At Enterprise Imaging Systems (EIS) we’ve been helping our clients save time, money and a whole lot of hassle for over 20 years. If you’d like to find out more about what our accounts payable automation software can do for your business, contact us today: Enterprise Imaging Systems | Free Trial – Enterprise Imaging Systems