Fast document production, file and search. Making your paperless office a reality.
RiskPro utilizes Microsoft Word templates to automatically generate documentation such as quote slips, placing slips, cover notes, debit notes, endorsements and cover note addenda's at the touch of a button. These documents can then be edited and with a simple button click can be converted to a secure PDF and mailed straight from RiskPro. Any file type can be simply dragged and dropped into RiskPro including emails and the system's powerful search capability will allow you to search every document and email including attachments in seconds. RiskPro can also make your office paperless by inserting signatures into the documents with just one click. Within RiskPro documents, you can also create notes within seconds. You can tag the note as a phone call note, to-do note, urgent or just simply a general note. Hop back in time with File Versioning. You can see previous versions of your documents and open the previous version of the file with just one click, so you never have to worry about making a mistake whilst editing and saving a document.