What is the CBDDoc Sagitta Document Explorer?
The CBDDoc Sagitta Document Explorer (SDE) is the latest addition to the CBDDoc document management solution.  SDE leverages the power of Webservices to provide agencies with the most robust and elegant integrated document management workflows available today. 

What makes this solution different? 
One of the primary challenges encountered when implementing an integrated solution is building workflows for personnel who infrequently (or never) access the agency management system.  The CBDDoc Sagitta Document Explorer addresses these problems by providing users with simplified access to Sagitta client, activity, and policy information directly from within their CBD window.  Now users can easily attach and view documents associated with Sagitta clients and transactions from outside of Sagitta. 

Access Sagitta information and documents from any application Now you can provide users with quick access to Sagitta client information and related documents from any application, even non-Sagitta users.  Documents can also be attached directly to Sagitta policies and activities from within their native programs (Outlook, Word, Notes, etc...)    Access client documents off-line The SDE also provides easy access to off-line copies of CBDDoc client cabinets.  Producers (who have proper rights) also have the ability to automatically update off-line client cabinets for selected clients.

Integrated with CBD Document Site Submission System Active marketing files can now also be accessed directly from the desktop.

See more (click on thumbnails for larger image) View or save documents at the client, policy, and activity level. Client Detail with active links. Performance is greatly enhanced and usage is simplified by recent client and Sagitta login caching. Integration with CBD Document Site submission system provides seamless access to marketing files.