5 Ways to Use the NEW REQUORDIT Portal
By Jack Shales
11/21/2024
The new REQUORDIT Portal is now our go-to, OnBase-integrated external portal technology.
With rapid deployment capabilities, integrated security, and a robust set of features including document retrieval, workflow, and workview widgets, the REQUORDIT portal has everything you need to efficiently and effectively provide a self-service platform for external users.
1. Accounts Receivable (Customers)
How much time do you spend distributing invoices and supporting documentation like delivery tickets to your customers? Take the load off of your AR group and use the REQUORDIT Portal to provide a self-service platform that allows your customers to access their invoices and supporting documents and communicate with your team via a simple Q&A form for all of the back and forth. The customer has complete visibility into invoices across all statuses and can easily see everything that has yet to be paid.
2. Accounts Payable (Vendors, Subcontractors)
Are your vendors and subcontractors invoicing you with paper or sending emails to an inbox that is manually managed? With the REQUORDIT Portal they can submit invoices directly and you can put the indexing on them! On top of that you can easily manage compliance by allowing uploads of various contracts and agreements to ensure that everything is squared away before you work together.
How do you manage your job applicants? The job application process can take a lot of time from your team that they could spend on higher value tasks. With the REQUORDIT Portal your applicants will be able to access any forms and submit any documents prior to employment while minimizing the effect on your organization. After they are hired you can push policies and procedures to the portal for them to read and acknowledge.
4. Project Management (Subcontractors, Owners, External Parties)
As you’re working on a project with outside entities—whether IT, construction, or anything else—it is easy for revisions, comments, and attachments to get lost in the back and forth. Revamp your process for submittals, transmittals, RFI’s, formal letters, and project contracts by pushing everything to the REQUORDIT Portal for self-service. Any revised documents uploaded through the portal become revisions that can go immediately for internal review.
5. Contract Management (External Parties)
With all of the back and forth in contract negotiation are you sure that your are looking at the most recent version? Are you sending drafts out through email or traditional mail and then red-lining in word or with a pen? Make the contract drafting process easy by placing the back and forth in the REQUORDIT Portal. Once the contracted has been produced, reviewed, and revised internally, push the contract into the portal for external review. When signatures are required, leverage DocuSign or AdobeSign integrations or force the external party to print, sign, and upload the signed copy.
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