Transflo DMS
TRANSFLO® Document Management System (DMS) provides a comprehensive transportation logistics and supply chain document management and imaging solution for drivers, carriers, consignees, shippers, brokers, back-office staff, and administrators. Feature-rich, robust, and reliable, Transflo DMS is a popular option for customers who are looking for a superior alternative to EBE, Paperwise, RVI, Work Optima, TMW Imaging, or McLeod Imaging. Other leading solutions include Synergize (now part of Transflo) and the next-generation Intelligent Automation and Workflow AI solution platform, also from industry powerhouse Transflo.
Transflo DMS can easily integrate with other Transflo products. Next generation Intelligent Automation and Workflow AI solution platforms automate your document and data collection with guidance and alerts from front-end business rules. Transflo DMS provides long-term storage, hosting, additional custom image rendering, and integration processes.
DMS Feature Summary
Speed cash flow, save time, and improve operating efficiency with our powerful document management solution that enhances productivity and automates timely business processes for carriers. Users can scan, index, store, retrieve, route, and share documents via email, fax, or FTP. Cloud-based and on-premises options are available.
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High-Performance Document Management: Transflo DMS allows you to store, index, organize, search, retrieve, route, and share electronic documents online, giving you easy access to all your important documents. You can also analyze, measure, and improve productivity with our built-in reporting tools. These tools help you make informed decisions about your business and streamline your processes. Our solution also gathers, merges, and auto-generates documents for electronic invoicing and settlements, further streamlining your work.
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Cost effectively scale your business: We understand the importance of cost-effectiveness when it comes to managing your freight carrier business. That’s why we offer a cost structure that can accommodate businesses of any size, allowing you to add users as you grow – whether you’re a small or large company. With accounts payable and receivable, recruiting, vehicle maintenance and many other tools at your disposal, you’ll be able to boost your efficiency and drive growth for your business.
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Secure your data: Your data and documents are protected by our highly secure web environment and data storage on redundant servers. We also offer security permissions, allowing you to apply policy controls by managing access and the level of access to your documents. With these features, you can have peace of mind knowing your data is secure and easily accessible.
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Integrate with ease: You won’t need any additional software or a document management server. Our solution integrates with your in-house system and most third-party software such as accounting programs, dispatch systems, mobile communication devices, and maintenance management software. With this level of integration, you’ll be able to manage all your solutions from one place, streamlining your processes and saving you time.
DMS System Summary
Transflo DMS is available in two (2) configurations:
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Transflo DMS Monthly SaaS Subscription: Our most popular configuration, hosted, managed, and upgraded in the cloud with available client applications.
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Transflo DMS Enterprise: An on-premises configuration that your organization installs, configures, and maintains with an annual license and maintenance agreement. Many customers continue to administer their own on-prem DMS installations inside their own data centers; however, for new customers we recommend the convenience of a hosted, managed SaaS solution such as DMS, Synergize, One Portal, or our next-generation Intelligent Automation solution. For customers who require an on-prem solution, Synergize is recommended.
A typical DMS configuration might include the following core functionality for a carrier:
| 1. Scan and Index Documents | 2. Validation | 3. Workflow | 4. Reports |
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It all starts with a load number, driver ID, optional vehicle ID, and an assigned document type, such as:
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The system verifies the load and driver match, perform other automated tasks, and might return TMS data, such as:
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One or more essential workflows process the data:
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Invoices are rendered from TMS data and delivered to customers:
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All DMS Components
The following solution components are available with a full on-prem license and can be included or excluded in your DMS implementation:
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Administration Tool (typically limited to authorized Transflo administrators)
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Batch Scan
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Capture
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Disaster Recovery
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Document Manager
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ezView
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Index Validation
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Management Reports
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Multiple Web Service
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Print Driver
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Quickview (image review application)
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RP Service and RP Service Template Guide
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TMW Invoice Interface
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Transfer Service System
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WebAPI licensing and API Documentation for custom external integrations
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Workflow System
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Workflow Studio
Standard DMS SaaS Components
The following solution features are included with your Translfo DMS Monthly SaaS Subscription:
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Capture Indexing and Exception-Handling Application
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Disaster Recovery
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ezView (Web based Image review and retrieval tool)
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Index Validation (to retrieve and validate data from 3rd party applications)
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Quickview (image review application)
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Rendition Print (Invoice and document image rendering service)
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WebAPI licensing and API Documentation for custom external integrations
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Workflow Solution (custom configured for business process document review rules)
As an administrator, use the Citrix VPN gateway to view the Transflo DMS Enterprise components at https://enterprise.transflodms.com/vpn/index.html as seen in the following example image:
