A web services component make it simple to integrate the product as a web part into
a portal, link to scanners and Windows based applications.
Microsoft Office 2003 & 2007 Integration
Key functionality is available on the user's desktop within the standard Microsoft
Office suite of applications (Word, Excel, Outlook and PowerPoint). Users can browse
for, retrieve, check-out and check-in documents at the click of a button without
needing to open their web browser.
Share a document or file metadata with other documents or files to create a continuous
thread between documents example, sales order, sales confirmation, purchase orders,
delivery note, invoices, etc.
Document Production using Templates
Produce Word or Excel Documents by merging documents Meta Data with a Microsoft
Office™ template stored in the system. The same functionality can be used to merge
metadata into an Email.
Route documents to another user or groups in box for information purposes or processing
such as proof reading, approval, authorisation etc.
View any document in the native application in which it was produced or view it
as PDF. The standard document viewer can be replaced by alternative viewers if required.
Email and Zip if required documents and or folders from within the DMS.
Access to every item in the DMS is controlled by a sophisticated Access Control
List (ACL) defining the users and groups that can see, edit and administrate them.
Permissions can be set for individual items or controlled centrally using an ACL
Rich Audit Trail
Every action performed within the application is logged with time and date stamps,
notes and user details. Audit information is stored in a SQL table that is easily
queried or exported to your analysis tool of choice
Web-based User Interface
A .Net web application with all user and administration functionality accessible
via an Internet Explorer web browser.
File Watcher technology provides folders that polled for new additions that. Scanned
items sent to a File Watcher folder can be manually routed to users or automatically
routed according to metadata added to document, file or scanned image.
Define metadata capture rules using the web-based administration functionality.
Associate custom metadata - gathered from user input or external systems -with your
documents to allow for easy searching and retrieval.
Ensure filing structures are maintained by storing documents according to your business
rules. Control document storage based on predefined structures, metadata and user
Notify other users that a document has been created or a change has been made according
to a set of business rules.
The dynamic presentation of file and look up structures according to the user profile
or status of a documents metadata.
Check out and check in briefcase folder.
Find the correct document or documents easily using a powerful search that encapsulates
document Titles, document content and associated metadata. Common searches can be
saved for reuse later. Search results can be saved and stored as document in the
Full Version Control
A serialised check-out / check-in process guarantees data integrity with every check-in
adding a new document version to the system. Versions can be deleted, locked and
rolled back as required.
Manage users and groups centrally using your existing Microsoft Active Directory®
Services. For companies without Active Directory®, the creation and administration
of DMS-specific users and groups is also supported.