Virtual Client Folder
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 and retrieve documents anytime, from anywhere. Our technology successfully transfers daily interaction with documents of all types to an online experience that dramatically improves efficiency and user adoption.
Overview
VCF adds extensive functionality to current applications, providing a complete imaging and document management solution for the desktop, departmental workgroup, or an entire organization. Among its core features are browser-based document scanning, an intuitive drag-and-drop interface to upload documents to a folder, print-to-TIFF capture, and secure exchange of documents. VCF also includes a powerful no-programming workflow tool that enables users to easily create work queues for processing.
Advantages
- Easy integration
- 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
Specialized Solutions
- vcf4Compliance. Meets all SEC requirements for electronic document storage, within a multi-layer hosting model that complies with Rule 17a-4 for unalterable secure business records that are quickly accessible.
- vcf4Life. Captures, stores, retrieves and exchanges electronic documents in a compliant standards-based environment for life insurance professionals.
- vcf4Securities. Captures, stores, retrieves, exchanges and audits electronic documents in a compliant shared environment for Securities professionals.
Support for Microsoft Azure Key Vault
VCF also supports Microsoft Azure Key Vault for elevated subscriber control, preventing Paperclip hosting resources from ever accessing Subscriber’s content while offering the Subscriber the option to maintain Paperclip as the key vault manager. Content is encrypted with AES 256, and the Azure SQL database is protected with Transparent Data Encryption.
Resources
Video
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Contact us to speak to a Paperclip expert in your industry for a private consultation, demonstration and tailored recommendations. Financial and life insurance clients will receive specialized assistance.
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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.
Quickview feature allows you to view all documents selected in the folder at once and take action.
Messaging system allows you to communicate alerts and information messages to your VCF users.
Desktop Settings provides a place to customize user preferences including desktop skins, refresh intervals and document open browser location.
IE Address Book allows you to send selected documents via Internet eXpress to multiple recipients.
Find Documents feature provides the ability to search a Drawer to find documents based on metadata. 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.).