Walrus DocTrail
SharePoint based Document Management and Archival System by Walrus allows to organize and track incoming and outgoing business paper or electronic correspondence, be it letter, e-mail, parcel, or even phone call.
What Walrus DocTrail can do
Confidential and safe
Securely store documents relying on industry standard Microsoft SharePoint Document Management Platform features withing your tennant.
No third party services involved!
Share with target
Assign incoming and outgoing business correspondence directly to responsible persons within your organization. Track document path from stage to stage, from person to person.
Straightforward
Seamless product integration with Microsoft SharePoint, Power Automate (ex Flow) and Logic Apps, using Power Apps technology based scripts and SharePoint forms.
Secured archive
Share important documents safely using password protected archives sent via e-mail to selected trustworthy recipients.
Workflow
Don't struggle with e-mail. Use it for your convenience - automatically notify and remind to review assigned documents.
Cross platform
Based on Microsoft SharePoint, so can be used virtually on any device, where Internet browser exists.
Color coding incoming and outgoing cases
Use different colors to distinguish case types
Save chains of company correspondence
Securely save every incoming or outgoing piece of your business correspondence, track changes, review discussion steps and follow the required process, remind and notify related persons.

Focus on what's important - be the King of your paperwork!
Create new case with one click
Attach document originals and enrich case with required meta-data, like sender, subject, description. Assign related and responsible persons. Select will it be Incoming or outgoing case. Case number and case date are filled automatically.
Reply to create reverse case
Just click on Reply button, when ready to create related case - incoming or outgoing. All the meta-data and related persons will be copied as well. Just attach required documents and put a meaningful note.
Full name
Company name
e-mail
Phone number
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