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Document & Workflow Software

Solely relying on paper processes and scattered piles of documents can slow your team down and put important, sensitive information at risk.

Metro Sales' document & workflow management software offerings help your team stay organized, secure critical or proprietary information and route information – all without the physical bottlenecks.

From invoice processing, to HR paperwork and more, our document workflow solutions can help replace repetitive, paper-intense tasks around the office with reliable, trusted, and secure automated processes, customized for how your team already works.

Overview

Records organized, searchable and secure

Get your team onboarded with a proven document management system that keeps your company's records organized, searchable, and secure.

Workflow automations can help save your organization headaches, repeated processes and time. Documents are easier to find, approvals have a designated route, and your team can spend less time on administrative busywork.

Metro Sales is an award-winning, Platinum Partner of DocuWare. Ready to get started boosting efficiency?

Stack of colorful paper files and folders
Industries we serve

Regulated first, everything else second

HIPAA, CJIS, FERPA, retention schedules — the constraints shape how your documents are stored and routed. We've configured for these before, and we'll configure for yours.

Education

Document and workflow software solutions helps schools and universities digitize administrative paperwork and financial documents for fast, secure access. Automating admissions, enrollment, grading and other repetitive processes help free up staff time to focus on educating, not paperwork.

Government

Make digital documents more searchable, and reduce the manual workload of bureaucratic approvals and application processing. Plus, a built-in audit trail helps support the transparency and accountability your office or agency is required to maintain and inter-department collaboration for stronger constituent outcomes.

Legal

Manage case files and legal documents, digitally in a searchable, secure repository. Built to meet industry regulatory and compliance standards for retention and security, MSI's document & workflow software solutions support collaboration and give your teams secure access to share and access documents from anywhere.

Advertising

Marketers can use document and workflow software to keep creative reviews, feedback, approvals, and cross-team collaboration moving at the speed your clients expect.

Financial

Centralize document storage, retrieval and secure sharing in one platform, while cutting down on administrative overhead and busywork. Built-in tracking and audit trails help financial institutions stay on top of regulatory oversight while scaling as they grow, without making sacrifices in security or reliability.

Healthcare

Providers get a faster way to organize and access records, invoices, and administrative paperwork, helping care teams make better-informed decisions at a glance and improve outcomes.

Transportation

Digitized invoices, delivery receipts, logistics records and more - secure, searchable and available from anywhere.

Production Print

Bills, expense reports, HR automation and more. Everything your shop needs to run smoothly and efficiently, including workflow automations that help your team print more, and handle less manual, repetitive tasks.

What clients say

Told straight, by the people who hired us

Once we went live (with DocuWare) and we got through our testing, within probably two weeks or a week we started to see a difference in our process, we started to feel it. We started to identify the time savings within two weeks. That is really good, tools don't usually have that big of savings. My team isn't troubleshooting, we have one person handling that now. Our team saw that change pretty immediately. The solution is working really well.

Director Translation Service

As a solo attorney, DocuWare has helped transform the way I run my practice. The ability to easily and efficiently digitize my files not only saves me substantial time, but also allows me the ability to access my case files from anywhere.

Lawyer Legal Services

Right from the start, Metro Sales professionalism and expertise has been top notch. I knew nothing about Ricoh's Global Scan and Streamline. Now, I would like to think I have a very state-of-the-art, printing/scanning infrastructure that is adaptable, scalable, dependable, and cost effective.

IT Project Manager Utility Company
FAQ

Questions we get
before the first call

The questions prospective clients ask us most about document & workflow software. Anything else, a real person will answer today.

Ask us directly

Document workflow software takes manual, paper-based steps in your office, like routing invoices, approving HR paperwork & timesheets, and more, and automates them. With Metro Sales' software solutions, we can help your team spend less time chasing signatures and routing documents, and more time on their core job functions - the work that helps actually grow your business.

Yes! Metro Sales' workflow automation software plugs in with popular software your team likely already has in place. You don't have to rip out the features of your existing software to take advantage of MSI's automation solutions. Our Advanced Technical Services team can even help custom-build workflow solutions that successfully navigate your tools and unique circumstances, so your team gets the most out of every tool.

Security and compliance considerations are baked into each and every solution Metro Sales offers its partners. Metro Sales' document and workflow solutions are designed to safeguard sensitive data and help your team stay organized for prep in audits and meet regulatory standards.

Yes. The biggest perk of digitizing your document management workflow is that they're available, and searchable, in the cloud. Scan, print, fax and access every file from everywhere – especially helpful for organizations with hybrid or fully remote team members.

A document & workflow software provider like MSI works with your organization directly to understand your existing workflow, before building anything, and will never hand off a one-size-fits-all 'solution' that can cause more headaches than the problems it aims to solve. Our consultative approach is meant to help reduce the friction that usually comes with adopting new software, so the solution works seamlessly on Day 1.
More under Print and Workflow Solutions

The rest of the practice

All Print and Workflow Solutions →
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Ready to automate the paperwork?

One conversation, no pressure. We'll review your workflows, price the engagement, and tell you honestly if the timing is wrong.