Our document management product
D27 Docs explained in 3 simple steps
1. Your end customer or user sends their documents as photos or files directly from WhatsApp or email, without installing anything.
2. D27 Docs processes documents using AI and OCR, identifying the document type, extracting the information and enriching it.
3. Within seconds, the document with its associated information is available in the document manager, ready to be validated. With easy online access, full traceability, exportable and integration with the leading ERPs.
The end user only sends documents.D27 Docs handles everything.
D27 Docs explained in more detail
D27 Docs enables organizations to collect documentation from their clients and stakeholders through multiple channels (WhatsApp, email, etc.) through guided and structured dialogues, automatically transforming dispersed documents into organized, validated and exploitable information.
Key features
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Document receipt via WhatsApp or email (image, PDF, files).
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Automatic quality, readability and completeness analysis. Document type identification.
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Extraction and normalization of metadata using AI.
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Association to people, entities, files or processes.
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Structured, traceable and auditable storage.
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Real-time document status tracking.
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Integration with the leading ERPs and accounting software.
D27 Docs turns a manual, disorganized and costly process into an automated document knowledge flow.
How D27 Docs works
Complete document dialogue flow
1. Process configuration by the company/organization
The organization defines what type of document process will operate, including what documents, rules and validations, and provides the authorized phone numbers and email addresses.
2. Document submission by the user
The end user sends documents (photos or files) directly from WhatsApp or email, without portals or forms. The experience is natural, immediate and frictionless.
3. Automatic reception and analysis of the document
Upon receiving each document, the system verifies the quality and legibility of the document, checks that the document is the expected one, and detects incomplete or incorrect documents.
4. Intelligent identification and extraction
Using AI, the system identifies the document type, extracts relevant metadata (dates, amounts, names, identifiers, etc.) and normalizes the information for later use.
5. Association with the correct process
The document is automatically linked to a person, an entity or simply to a mobile number, and to a specific period or file.
6. Structured information available
Internal teams can check the status of the document process at any time, have full traceability and integrate it with their ERP or accounting software.
