Document Control & Business Correspondence Management
Manage the full lifecycle of trade correspondence — from RFQs and purchase orders to shipping instructions and dispute letters — with version control, distribution tracking, and compliance-ready archiving.
Key Capabilities
- Correspondence Workflows: Template-driven creation with mandatory review fields for Incoterms, payment terms, and jurisdiction clauses.
- Version Control & Distribution Logs: Track every revision, recipient, and acknowledgment with timestamped audit trails.
- Automated Filing & Retrieval: AI-assisted classification by counterparty, transaction, document type, and regulatory category.
- Regulatory Hold & Legal Hold Support: Instant freeze capabilities for litigation or compliance investigations.