Virtual Client Folder

Virtual Client Folder At A Glance

https://paperclip.com/wp-content/uploads/2023/07/card-icon2.svg
https://paperclip.com/wp-content/uploads/2024/02/Paperclip-VCF-QuickSheet-2.png

VCF is a Microsoft Azure PaaS-provided enterprise content management service (ECM). As a true ECM solution born in the cloud, users can capture, store, retrieve and exchange documents anytime, from anywhere. VCF adds extensive functionality to current applications, providing a complete imaging and document management solution for the desktop, department workgroup, or an entire organization.

Advantages of Cloud-Based Content Management

  • Easy integration
  • Browser-based document capture: scanning, drag-and -drop, print-to-TIFF
  • No-programming workflow tool for creating work queues for processing
  • Per-user subscription service for cost efficiency
  • File cabinet repository for storage of unlimited pages
  • Available two-factor authentication
  • Whitelist IP table for elevated security
  • Real-time admin view of user activity
  • Supports single sign-on via SAML 2.x
  • Comprehensive JSON API
  • Support for Microsoft Azure Key Vault

• Case Centric
• Standardized Files, Logs & Document Types
• Popular AMS & CRM Integrations

Client Portfolio Centric
• Standardized Files, Logs & Document Types
• Popular AMS & CRM Integrations

SEC & FINRA Enabled Compliance for Archive / Retention
• Complies with Rule 17a-4
• Secure “Read Only” Access
• Paperclip D3P Level Auditing