Virtual Client Folder (VCF)

Acronym

Paperclip Inc

Product ID

Virtual-Client-Folder

Description

Cloud based SEC/FINRA compliant paperless workflow and document management.

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Details

VCF Dashboard takes the concept of a file cabinet and presents it virtually with drawers, folders and documents. Metadata describes relevant data to be used for searching and simple workflow.
Paperclip security provides for user roles, user privileges, groups and group privileges. Administrators can tailor access to documents and indexing as required.
The File Room is the central location where all documents are stored, in this case it is VCF. The File Room is organized by people or departments into Groups giving Groups or Individuals access to the Drawer’s Folders. Users only see the Drawers they have access to. User roles within a given Drawer can be different from the next Drawer. Someone can have delete privileges in one Drawer but not in another Drawer.

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Details

VCF provides the ability to search a Drawer to find documents based on metadata under the Find Documents selection. Multiple metadata fields can be added to narrow the result set with several search conditions. Complex queries can be constructed and executed once or saved. Saved queries can be secured to individuals or groups.
Saved queries can be created and processed to enable a simple workflow , keeping document movement going in a timely manner (i.e. new business pending, inventory receipts older than 30 days, claims filed today, etc.).

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