Replace the time-consuming and expensive method of scanning your files with the one-click document access of our Retriever Document Imaging system. Retriever’s built-in templates, comprehensive security settings, pre-populated fields and customizable features deliver fast, accurate and intuitive access to the documents you need to manage accounts, track jobs, verify checks and archive service orders. Dozens of document types can be imaged then securely stored, retrieved and shared with just a click of your mouse – allowing you to save time, save money and help protect the environment!

Key Features

  • Built-in templates eliminate the need to scan and input metadata
  • Documents can be viewed as lists or thumbnails in UPN’s Document Viewer
  • Viewing, printing, scanning and other preferences are highly customizable
  • Documents can be filtered based on your UPN security permissions
  • Handwritten notes and other supporting documentation can be imaged and stored
  • Comprehensive security settings allow you to set up roles and authorize access levels
  • Pre-populated fields include account number, service order number and location number
  • UPN integration means documents can be easily edited, distributed and shared between departments

Benefits

Save time with Retriever’s intuitive search options that include the ability to search for documents and files by name, key value or type.

Ensure accuracy and reduce data entry errors with Retriever’s pre-populated customer account information fields.

Enhance information security by setting up roles and user permissions, such as view only, print authorization and other preferences.

Improve operational efficiency with automated forms, Arista-generated bills and system-generated correspondence, notices and capital credit checks that are automatically imaged and stored in Retriever.

Save on printing costs – and help protect the environment – by going paperless.