Juris DocMan 2019-06-13T19:45:16+00:00


Juris DocMan is Juris Technologies’s document management system that allows you to easily manage all your digital documents. It can also be seamlessly integrated with all of Juris’s products.

In today’s world, there is an abundance of papers in forms of documents, contracts, manuals, and important business agreements all piled up in dusty shelves, and that is only part of the problem. As we all know, many companies have already embraced digital documentation, throwing away all papers or at least most of it, feeling green and proud. But very few have any idea how to securely manage these documents. Even if folders and documents are digitised, the experience will still be the same as retrieving physical documents if there is no proper organisation.

Enter, Juris DocMan: the world-class document management solution for scanning, securing, categorising, and versioning all your documents. The brilliant plug-and-play design of Juris DocMan allows our existing customers to enjoy the capabilities of a full-fledged document management system integrated into their already-purchased Juris Products such as:

  1. Juris Origination – Loan origination software
  2. Juris Collect – End-to-end debt collection software

New customers can also acquire a standalone copy of DocMan that can later be complemented with other Juris solutions.

Working Around the Notion of Cabinets

Every cabinet will either monitor a network-shared folder, get documents from the scanner, or monitor your email inbox. When the documents are loaded into the cabinet, they will be filtered based on any combination of keywords specified in the settings of that cabinet (eg don’t accept the documents that has the keyword ’draft‘ in the title). A PDF version of the document can be automatically created for email and preview purposes. At the end, Juris DocMan is smart enough to fill in the correct metadata based on certain indicators such as barcode or naming of the document.

Defined Workflow

Every cabinet can be further customised by defining a workflow, ensuring that the document will go through correct email or approval processes at the correct stages. Juris DocMan leverages on the Juris workflow engine which is one of the core modules in most of Juris applications including Juris Origination and Juris Collect. It can be used to create sophisticated document workflows with just a few drags and drops.

After the document is entered into DocMan, it can be indexed and retrieved in many different ways. Juris DocMan supports up to 200 user-defined fields per cabinet, as well as free-form tagging of the documents. With Juris’s document management system, users can add the document to their favourite list and always get access to the latest documents that they have worked on.

Juris DocMan Core Functionalities

  • Captures the document directly from email inbox.
  • Workflow ensures document goes through correct email or approval processes.
  • Document security is ensured.
  • Document linkage to other Juris products.
  • Free-form tagging of the document.
  • Indexing 200 user-defined fields per cabinet.
  • In-browser document preview.
  • Check-in/check-out with the option for Microsoft Office toolbar.
  • Digital signature with Microsoft Office toolbar.

Other References

We also provide end-to-end management of the customer from loan origination to collection. For more information, you may refer to:

digital banking, digital banks, digital banking platform, juris spectrum, juristech

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