What is Vivid Document Management?
A document and correspondence layer: repository, OCR, classification, versions, routing, and audit-ready evidence linked to workflows and CRM cases.
Turn information trapped in documents into usable business work. Correspondence and evidence stay connected to the case or workflow they support — not lost in folders and inboxes.
Documents sit in shared drives and email. Teams work from old versions. Incoming correspondence needs manual triage. Evidence is hard to retrieve when an auditor, customer, or regulator asks.
Capture once. Classify. Version. Route. Link to the ticket, approval, or visitor record. Search the audit history instead of re-keying.
One controlled store instead of inboxes and personal folders.
Pull fields from scans and correspondence so people do not retype them.
Type, sensitivity, and process — so routing is a rule, not a guess.
Who changed what, and which file is current.
Incoming mail and email become work, not a pile.
Attach to VividFlows, AmanahCX cases, and visitor records. Searchable audit history.
Productivity impact: less searching and re-keying, faster retrieval, stronger control, audit-ready evidence.
We’ll pick one correspondence stream — claims, member letters, or contracts — and show it as a controlled file plus a workflow.