Archive Documents for the Long Term
Retain contracts, policies, statements and other customer documents in one archive, ready to be retrieved whenever they are needed.
Path Solutions · Electronic Document Management
Your archive holds years of customer knowledge. Put it to work.
Electronic document management
Contracts, policies, statements and correspondence accumulate over years, often across different repositories. Archiving them is necessary. But for most organizations, archiving is where the value of a document ends.
HubPath is DocPath’s archive and retrieval solution. It helps your teams find any information by searching the content of documents and asking questions to an AI agent, and it makes the metadata of archived documents available to drive personalized customer communications.
The challenge
How HubPath works
Archive. Find. Activate.
Keep your organization’s documents in an archive designed for retrieval.
Search by the content of documents and ask an AI agent to locate the information you need.
Make the metadata of archived documents available to power highly personalized, automated communications with EngagePath.
Capabilities
Retain contracts, policies, statements and other customer documents in one archive, ready to be retrieved whenever they are needed.
Find documents based on what they say, not only on how they were filed. Users can search the content of documents to reach the right information faster.
Instead of browsing results, users can ask questions in natural language. The HubPath AI agent helps them locate the documents and information they need.
Metadata from archived documents doesn’t stay in the archive. HubPath makes it available to other business processes, so the information you have already collected keeps creating value.
Combine archived metadata with EngagePath to automate personalized communications based on what customers have already agreed, signed or received.
Documents generated from WelcomePath electronic forms and communications produced by EngagePath can be archived in HubPath, where their information becomes available again for the next step of the customer journey.
Use case · Insurance & banking
Whether archived today or 15 years ago.
Imagine an insurer or a bank with thousands of customer contracts archived over the years.
The result is an archive that does more than store contracts: it puts their data to use, regardless of when they were signed.
Use cases
Give agents fast access to the documents and details they need to answer customer questions.
Retrieve archived documents and the information they contain when processes, audits or requests require it.
Use data from archived documents to make customer communications more relevant, through EngagePath.
Our approach
Most document management solutions treat archiving as the end of the chain. HubPath treats it as a beginning. By making documents searchable by content, answerable through an AI agent and usable through their metadata, HubPath turns your archive into a resource for the whole organization.
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Get started
Discover how HubPath can help your organization find any information in its documents and use archived data to deliver more personalized customer communications.
DocPath is an innovative platform that offers automation solutions for document creation and management.
