SOLUTIONS: NON-TRANSACTIONAL DOCUMENTS

A Document Information Repository Group is a collection of related documents that are not part of a repeating business process cycle. A Repository Group of documents many times supports a business process cycle. Example: A collection of customer credit documents supports the sales business process cycle.

Human Resources

  • Deduction Authorization
  • Employee Information Form
  • Family Medical Leave
  • New Hire Checklist
  • W-4 Form
  • Absence Report
  • Benefits Change Form
  • Business Conduct
  • Dependent Status
  • Employment Application
  • Fitness for Duty Certificate
  • Social Security Earnings
  • 401K Enrollment
  • Address Change
  • Benefits Enrollment Form
  • Check Deposit Form
  • Direct Deposit Authorization
  • Employment Resume
  • I-9 Verification
  • Statement of Tax Advice
  • Withholding Certificate
  • Affidavit of No Coverage
  • Birth Certificate
  • Cobra Letter

Vendor Management

  • Vendor correspondence
  • Vendor Demo Materials
  • Request for Proposal (RFP)
  • Vendor literature and advertising
  • Systems specifications
  • Sub-contractors specifications
  • Meetings Notes
  • Vendor’s financial statements

Credit Management

  • Bankruptcy
  • Trade References
  • Credit Review
  • Credit Correspondence
  • Credit Application
  • Bank References
  • D & B Report
  • Credit Approval Letter
  • Credit Evaluation
  • Sales Tax Adjustments

Customer Management

  • Credit Application
  • Bank References
  • Financial Statement
  • Established Credit Limit
  • Trade References
  • Collection Email

Product Management

  • MSDS Sheet
  • Product Photos
  • Certificates of Compliance
  • Data Sheet
  • Specification Sheets
  • Installation Instructions
  • Product Drawings
  • Certificates of Origin
  • Catalogue Information