Documentation Preparation

FinShare's Document Preparation System (DocPrep) is a module for banks to provide trade services documentation for exporters who use L/C's, Open Account, Collection, etc. to move goods.

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How FinShare Streamlines Document Preparation

Learn more below about how FinShare uses Document Preparation to benefit businesses and optimize financial health. FinShare's proprietary technology streamlines the Document Preparation process, making it faster and more efficient for businesses.
Additionally, FinShare offers personalized support and guidance to ensure that businesses are making the most of their financing options and optimizing their financial health.
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Web-based Access for Approved Parties
FinShare provides web-based access, granting approved parties, including third parties such as insurance providers, convenient access to the system through a standard web interface. This allows seamless collaboration and information sharing among authorized stakeholders.
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Document Rules Engine for Policy Compliance
FinShare’s document rule engine follows a customizable workflow that aligns with and enforces the bank's internal policies and procedures. By automating the document management process, FinShare ensures consistency, accuracy, and adherence to internal policies, mitigating the risk of non-compliance.
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Efficient Document Preparation with Minimal Data Entry
FinShare automates the document creation processes, reducing the time and effort required to generate documents. By leveraging smart data extraction and integration capabilities, FinShare minimizes manual intervention, allowing users to swiftly prepare documents with enhanced efficiency and accuracy.
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Delivery of Discrepancy-Free Documents
By automating data matching and verification processes, FinShare minimizes discrepancies between documents, such as purchase orders and invoices. This reduces the likelihood of errors, disputes, and delays, promoting smoother transaction flows and facilitating trust and transparency among the parties involved.
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Streamlined Compliance Check against Documents
FinShare enables streamlined compliance checks against documents, ensuring adherence to regulatory requirements and internal policies. The module incorporates automated compliance checks to analyze and verify document content.
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Support for Digital Signatures
FinShare takes advantage of the latest technology to support the use of digital signatures within its application. By incorporating digital signature functionality, the platform offers a secure and efficient method for signing documents electronically. This feature eliminates the need for physical signatures, paper-based processes, and the associated delays and logistical challenges.
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Customizable Document Library and Templates
FinShare’s customizable document library provides common document templates (Bill of Lading, invoices, packing lists, etc). It also supports customized templates by users. A document rules engine to manage the required documents. The rules workflow follows and enforces the bank's internal policies.

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