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How to control the validity of certificates and letters of attorney?

by Siegnorett Beulke09/09/2021 in ECM, ECM, no comment
How to control the validity of certificates and letters of attorney?

Managing and controlling the validity of issued certificates and letters of attorney are still major challenges for many companies. Organizations often control the expiration date, type of certificate or letter of attorney on a spreadsheet, which makes it difficult to manage this information, especially when there is a large number of these documents.

With regard to expired certificates or letters of attorney, in many cases we only notice the problem when we are about to use the document. When this happens, the company ends up not having time to update the document and, consequently, may suffer losses.

To the list of challenges, we add what happens when the original document is not where it should be, because it may have been removed by another contributor for consultation or copying.

How to solve the problem?

The solution to manage and control the validity of certificates and power of attorney is in the company having a unified platform. In it, we were able to configure the metadata of the information we need for each type of certificate or power of attorney along with the expiration date of each of these documents.

This platform should be configured so that all responsible are notified of the end of the validity of these documents sufficiently in advance to provide the due update, especially in the agencies, municipal, state or federal. The solution should also allow the control of who can access, print and copy the document, and ensure the traceability of those who accessed it.

Software to control the validity of certificates and letters of attorney

Fusion Platform is a solution that came to help with these things. The software is easy to parameterize and totally intuitive. In this way, we can configure your fields (metadata) for each type of certificate or power of attorney, its validity, responsible employee and other relevant security information.

This setting allows us to be warned in advance in taking any action to renew a certificate or power of attorney in a timely manner, without causing any harm to the company. In addition, the document will be fully electronic, facilitating quick and immediate access to information, eliminating the difficulty of finding the document and ending the danger of misplacing it.

Why invest in controlling?

Electronic documentation with the control of expiration or validity of documents ensures the security of the information of those who can view, print and update the document, in addition to other management situations.

More and more we will work entirely digitally. The government is creating legislation so that digital documents have the same legality as paper documents. Thus, over time, we will eliminate the use of paper in companies, becoming increasingly economic, ecological, with security in information and access to data in real time.

Try it for 15 days free right now! Or, if you prefer, request a demonstration from our consultants. Count on us to answer all your doubts and help your company!

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