Get a Sneak Peak of ControlPoint's Prominent Features to Simplify Your ECM Process
Understanding the Industry Challenges of Exemption Certificate Management
The all new ControlPoint merges ease of use with unparalleled Exemption Certificate Management (ECM) power. Engage all of your customers and vendors in just a few mouse clicks. Create a comprehensive view of your certificate compliance with intuitive validation and dynamic reporting.
Comprehensive dashboards, reports, and user work flows provide all the information required to understand all of your certificate compliance data.
Easily identify clients who have not provided certificates or target expiring documents requiring renewals.
Create or upload certificates to ControlPoint, identify vendors, and send them completed documents with an audit trail.
Store letter templates in the system, merge them with recipients, tailor them as needed, and send them out as letters or emails.
Supports unique links for all your clients to upload their forms or create them online.
Robust reports allow you to seamlessly produce materials for auditors with the push of a button.
Generate unique and secure hyperlinks for each customer to individually submit certificates to you online.
The Magic Link is specific to each of your customers and is generated by ControlPoint as part of your correspondence.
Customers will instantly understand what to do — they can update their contact information and start uploading forms.
Magic Link is configurable — you can decide what information you want the customer to supply and whether or not you want the link to expire.
Quickly and easily edit PDF documents in the browser without any plugins or software, letting you turn any browser into a powerful compliance tool.