Process Management
Mail Services
To simplify data management and digital approval processes, we offer an automated email input service for invoices and change orders. Your contractors can simply send an email to a designated address defined by you. COOR automatically captures these emails, including any attached documents, and assigns them to the corresponding order. Through workflow management, these emails are delivered directly to the responsible user's to-do list.
To ensure that responsible individuals perform necessary actions on time, reminder emails containing required approvals and tasks can also be sent to users.
Highlights
- Invoice Input: A service can be implemented to automatically capture invoices received via email from your mailbox. This can be defined both at the company and project levels.
- Change Order Input: A service can be implemented to automatically capture change orders received via email from your mailbox. This, too, can be set at the company or project level.
- User-Specific Reminders: If a user has approvals or tasks to complete, reminder emails can be sent cyclically. This is particularly useful for users who do not work in COOR on a daily basis.
- Information for External Parties: For cases where non-COOR users need to be informed, automated emails with predefined texts and various automatically generated documents are available. For example, an approval sheet can be sent automatically to accounting or your client.