Financial Services

Administration

Print To Document Storage

Problem Statement

Volumes of inbound mail ~2000 per day, very labour intensive having to manual print all emails and attachments individually to the Doc Handler application.

 

Process Overview

The printing of all inbound email correspondence to an application called Doc Handler. This enables the team to view all related correspondence within the system to assist in the resolution of personal injury claims.

 

Solution

An automatic mailbox rule to move inbound mail to the required mailbox folders for collection. Exceptions to be reviewed manually, mailbox rules managed by the Admin Team. Robots to collect all work, make the required selections in Doc Handler (based on inbound folder), then print the email and all the attachments.