Document Management
A cloud based solution for helping small businesses deploy a simple yet powerful document management solution
Overview
- A Cloud based document management solution developed for storing all kinds of business records (Employee records, Contracts, Quotations, Proposals, Transportation records, Budgets, Compliance records, etc.).
- You can become fully digital by easily scanning the legacy records.
- Digitized files can be organized and stored in ready to use digital file cabinets.
- Electronically received business records and records created from Office applications can be stored in PDF format to manage business document retention needs
Key Features
- Store documents of all types into ready to use digital file cabinets
- Easily search for documents
- Keyword/Content sensitive search (if OCR activated)
- Control user access to none, one or more file cabinets
- Manage user level access within a file cabinet to document types, departments, etc.
- Save files in an un-editable neutral format
- Append pages to existing document
- Email from search results (Helps in resolving customer service issues)
- Indexing (Edit fields, Incrementing fields, etc.)
- Auditing (Capture audit time and audit by)
- Smart Docs feature (Create an automatic task for processing)
- Control who can Audit, Index, View, Delete, etc.
- Maintain “Obsolete"/"Shred" date and track with Smart Docs
- Copy or Replace file to edit indexes
- Track access history
- Bulk upload native electronic files or scanned files
- Publish the files to website so that customers, vendors and suppliers can access your information
Benefits
- Helps your business operate digitally
- Save space Time
- Save time (digitizing, filing, searching etc.)
- Improve compliance
- Improved Disaster recovery
- Control access to records
- Reduce misplaced documents
- Provide remote access