Overview of Basis Theory

A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document management. You may save time and money by using document management. Document security, access control, centralized storage, audit trails, and fast search and retrieval are all features included. The documents could be organized by department, vendor, purchase order number or any other business notion that makes sense for your company. Document management systems, unlike file cabinets, store documents in electronic folders that numerous pieces of information can index. This allows users to search for and retrieve documents based on various parameters.

Managers plan, coordinate, regulate, and lead operations that assure compliance with laws and standards through compliance management. It is the process of continuously monitoring and evaluating systems to verify that they meet industry and security standards and corporate and regulatory policies and mandates. This entails assessing infrastructure to detect noncompliant systems due to regulatory, policy, or standard changes, misconfiguration, or other factors. Noncompliance can lead to penalties, security breaches, certification revocation, and other company consequences. Staying on top of compliance changes and updates keeps your business processes running smoothly and saves you money.

Credit card processing is a vital feature offered by software solutions that enables businesses to accept payments from customers using credit or debit cards. This process involves the transmission of payment information from the customer's card to the payment processors, who then authorize the transaction and transfer the funds to the merchant's account. One of the key benefits of credit card processing is its speed and convenience. It eliminates the need for customers to carry large amounts of cash and provides businesses with a secure and efficient way to receive payments. With

Single Sign On (SSO) is a software feature that allows users to access multiple applications or systems with just one set of login credentials. This means that users no longer have to remember and enter different usernames and passwords for each individual application, making the login process more efficient and convenient. With SSO, users only need to input their login details once to gain access to all the integrated applications or systems. This eliminates the need for constantly logging in and out of various platforms, saving time and reducing

Forms management is a key feature that allows businesses to manage and organize their digital forms efficiently. It is a process used to create, distribute, and track forms in a centralized location. This software feature streamlines the entire forms management process, making it easier for businesses to collect and process information from their employees, customers, and other stakeholders. Forms management software provides a user-friendly interface that allows users to customize and design forms according to their specific needs. This feature enables businesses to create various types of forms

The SAML Service Provider (SP) is a feature that has become necessary for enhancing the security of web applications. Essentially, it is a software component that enables applications to authenticate with an identity provider (IdP) using the Security Assertion Markup Language (SAML). The SP acts as a middleman between the application and the IdP, allowing the two to communicate securely and exchange information. It is specially designed to handle SAML requests and responses, ensuring that the authentication process is seamless and secure

Import from Blueprint is a highly efficient feature that allows users to easily import existing blueprints into their software platform. This feature is designed to streamline the process of creating and developing new projects by allowing users to quickly and seamlessly import blueprints from their existing documents. With Import from Blueprint, users can avoid the time-consuming and tedious task of recreating their blueprints within the software platform. This feature allows them to simply upload their blueprint files, such as PDFs or CAD drawings, and the software will

When a product's maker utilises the buyer's or marketer's branding instead of its own, this is known as white labelling. The finished product appears to have been created by the buyer. White labeling is a process in which you transform your offer (an ebook, video series, etc.) and give the white-labeled version of your offer to another person to sell as if it were their product. White labeling software enables you to outsource aspects of your business and maintain control over what others do on your behalf. The benefits of white labeling include reducing costs and lowering auto-pilot messaging.

The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. You can define user groups with varied viewing, uploading, downloading, and sharing permissions in digital asset management systems, ensuring that the appropriate people only utilize your assets at the right time. This means your contributors may quickly upload their work into your system, and your users can trust that any assets they can access have been approved for their usage.

The process of welcoming new clients, ensuring that their inquiries and concerns are addressed, and delivering new products and services as needed is called onboarding. Depending on the firm, onboarding can take different forms, from welcome calls to user groups to training sessions. Despite the fact that it is commonly viewed as a need to sustain customers and deepen their connections, many firms struggle with the coordination of onboarding procedures and their execution through numerous departments.

Reviews Management is a software feature that allows businesses and organizations to effectively manage and monitor customer reviews. It is an essential tool for businesses that rely on customer feedback to improve their products, services, and overall reputation. The feature streamlines the process of collecting, analyzing, and responding to reviews from various platforms such as social media, review sites, and online forums. One of the main benefits of Reviews Management is its ability to gather and compile reviews from different sources into one central dashboard. This eliminates the