This workstation's SNAP helper service secures every capture — it hashes, timestamps, signs and files each document locally. Paste its access token once to connect; it'll be remembered on this PC.
Pick the type of document you're capturing. This sets the fields the system looks for and where the file is filed.
Pick the file you scanned or copied into the Inbox. Every file listed has already been hashed, timestamped and signed by the helper.
Check every field against the document on the left. Highlighted fields need a closer look. Nothing is archived until you press Confirm.
Search by client name, contract number, invoice number, serial number, document reference, case number or client code.
Manage each user's role, access, password and 2FA. Privileged actions run through the locked-down admin service function.
Append-only, tamper-evident record of every event. "Verify integrity" re-computes the hash chain to confirm nothing has been altered or removed.
Metadata corrections raised by capture users. Accept opens the document's edit screen with the proposed value pre-filled (you apply it, fully audited); Reject or Escalate records your decision with a reason. Every resolution is audit-logged.
The client list grows automatically at capture. Rename to fix typos, or merge duplicates into one — the duplicate's documents re-point to the survivor.
Import legacy documents in small, admin-driven batches (each with its own Batch ID). Create a batch, then process its files: clean high-confidence extractions auto-archive (Verified By = AUTO), the rest go to review, and unreadable files are logged as failures. Close a batch to lock it and export its report.
A hard-delete needs two admins: one requests with a reason, a different admin approves. Documents under litigation hold can never be deleted; approving overrides the retention period (its sanctioned purpose). Every step is audit-logged and a tombstone is kept.