Point Document Management

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2024: Roaming with Kontur.Diadok

Bank for entrepreneurs and enterprises Tochka has set up roaming with the electronic document management system (EDO) Kontur.Diadok ( part of the ecosystem for business Contour). Now the clients of "Document Management" Points will be able to send and receive a document from their partners from Diadoc. The bank announced this on April 3, 2024.

Roaming between EDM systems is like "communication" between different programs for the exchange of documents. This is convenient because the user can work in the system he is used to, even if his partner uses a different EDM system. The rules for exchange in roaming are the same for all operators, so the document will be displayed the same, - explained Product Manager at the Elizaveta Dolgopolova Point.

When working in the Point Workflow, customers will not need to separately send an invitation to exchange documents to their partner. It is enough for him to form a document, choose to send it to Diadoc and sign it using KEP. The point itself will send an invitation and a document. Thanks to the ability to quickly and reliably exchange information between systems, enterprises can reduce the time for paperwork and speed up the processes of interaction with their counterparties.

As one of the EDO operators, we always strive to increase the number of active roaming connections so that users can exchange documents with the maximum number of counterparties. We are glad that we became the first operator with whom Tochka launched roaming, "said Roman Akimov, project manager in Kontur.

Roaming between systems provides business with greater flexibility in choosing partners and service providers. Now companies are not limited in their choice of business partners due to differences in document management systems, which opens up new opportunities for business development and expansion.

It is planned that in the near future the Point will connect roaming with other operators. Work in roaming is possible only when signing a CEP.

2023: Launch of the "Document Designer" on its own license

Customers Points will be able to prepare the necessary documents for work in the designer service "," Document flow which started on their own. licenses bank This was reported Point Bank by representatives on April 12, 2023.

The designer helps to create documents with which entrepreneurs work most often: 

• Invoice for payment;
• Certificate of Works Performed;
• Invoice; 
• Invoice;
• Contract;
• Additional agreement on the change of details. 

Counterparty data is automatically loaded into the contract template from the Unified State Register of Legal Entities database. Document Management helps entrepreneurs save time on paperwork for each transaction and speeds up the process of signing documents. 

The basic package of documents that is in the service has been checked and verified by lawyers. Customers of the Point will be able to carry out the entire cycle of the transaction, including the signing of closing documents, in one window. The convenience of the service is also that you can edit and sign documents right at a meeting with a client or customer. The entrepreneur does not have to re-print a bunch of documents every time in order to correct something in them. Everything can be done in one service in a minute, explained the product of "Document Flow" Points Elizaveta Dolgopolova.

The service is available to all clients of the bank and works from anywhere in the world, while you can send documents not only to customers of the Point. Counterparties that are not customers of the Point can sign documents through authorization on Public services. 

At the beginning of 2023, the Central Bank of Russia issued a universal license to the Point for banking operations with funds in rubles and foreign currency (with the right to attract funds from individuals into deposits) and for banking operations with precious metals.