Document courier and logistics: every document with a tracking number and a case file
Send, receive and deliver documents and goods between branches, companies and customers, on demand or on scheduled routes. FieldWy FLOW brings courier logistics and document management together: every movement is tied to its case file, with an owner, status, evidence and SLA.
Tied to the case fileDone
Photo, time and locationDone
Recipient signatureEn route
Attached on close—
What we see in traditional courier operations
Untracked documents
Envelopes leave an office and nobody knows where they are.
Custody without evidence
Deliveries with no signature, photo or location to prove who received them.
Receipts that never return
Signed documents take long to come back and never reach the case file.
No service visibility
Control in spreadsheets, with no stage times or alerts.
One flow, from request to receipt in the case file
- RequestFrom the case file, a branch or a portal; on demand or scheduled.
- AssignmentCourier or route by zone, time window and priority.
- Waybill and QRA unique number per package, envelope or device, tied to the case file.
- TrackingStatus at each point: picked up, in transit, delivered or with an incident.
- EvidencePhoto, signature, geolocation and time from the mobile app, even offline.
- Receipt and closeEvidence is attached to the case file and the SLA is closed.
Four scenarios we solve with FLOW
For banks, fintechs, SOFOMES, insurers and corporates with multiple sites or companies.
1. Documents sent for signature and verification, tied to the case file
A credit, customer onboarding or contract case file needs wet signatures and verification against originals.
- The account officer requests the shipment from the case file; FLOW creates the waybill and document pack.
- The courier delivers, collects signatures and verifies originals with a checklist.
- Documents return with a receipt; the control desk validates and, if needed, sends them to legal review.
- Any missing item opens an observation with an owner and due date.
2. Document exchange between branches and companies
Internal and intercompany courier: from branch 1 to branches 2 and 3, or between companies in the same group.
- One shipment with several destinations and a separate receipt for each.
- Scheduled routes by day and zone, plus urgent on-demand shipments.
- Chain of custody: who handed over, who received and when, on every leg.
- Dashboard by site with pending, in-transit and received items.
3. Delivery of account statements and documents to customers
Statements, contracts, cards, policies or notices that must reach the right person.
- Scheduled batches by billing cycle or individual on-demand deliveries.
- Recipient identity check and signed receipt in the app.
- Failed visits with reason, evidence and automatic rescheduling.
- Receipt tied to the customer case file for audit and compliance.
4. Delivery and pickup of point-of-sale (POS) terminals
Installation, replacement and removal of terminals at merchants, on demand or by appointment.
- Service order with serial number, merchant and service window.
- Delivery with installation checklist, test and merchant signature.
- Pickup with evidence of device and accessory condition.
- Terminal inventory by warehouse, courier and merchant, reconciled with your system.
Document management and logistics on the same platform
Digital case file
Every shipment, receipt and piece of evidence lives in the case file with versions and expiration dates.
Status tracking
Real-time tracking by number, site, courier and customer.
SLAs and alerts
Stage times, alerts before due dates and automatic escalation.
Chain of custody
Tamper-proof log of every handover, with role-based permissions.
Control dashboard
Volume, pending items, incidents and compliance by route and period.
Integration
Connection to your core banking, ERP or terminal system via API.
Teams that gain control
- Operations and control desk: visibility of every shipment and its status.
- Compliance and Legal: audit-ready evidence and receipts.
- Branches and sales teams: simple requests and on-time responses.
- IT: one platform integrated with your systems.
Have a critical process you want to get in order?
Show us how it works today and we'll explain what it would look like in FieldWy FLOW.