Centralize information in
one place, eliminate the use of paper
and manual processes.
Archive and share document
with departments faster
and more securely.
Find archived documents in seconds using combinations of indexing filters, attributes, or right in the folder.
Scan documents, webcam or all-in-one compatible with the TWAIN driver.
Download documents with multiple files at once, or just select a file to download.
Create folders and set access permissions. Copy or move documents between folders.
Set up the link with due date and quickly share documents with non-system users.
Once shared the content can be viewed and downloaded to the recipient's machine.
Get all access logs for shared content.
Enable version control and keep track of changes made to the document and records.
Only authorized users can access previous versions.
Configure the temporality rating to determine the legal retention period for the content.
Apply the retention to the stored documents and let the system perform the actions to change automatically until deletion or permanent storage.
View the files you use daily, internally.
Microsoft Office formats, PDFs, Images, XML, Videos, Audios, and TXTs.
Other formats can be viewed in source applications and can be managed normally by the platform.
Digitally sign documents and eliminate paper use once and for all.
Allows you to sign with digital certificate or with electronic signature.
Drag and drop is a simple and objective way to archive documents that are already on your desktop.
No indexing required, as the system already indexes automatically by file attributes.
Images are important, but there are many other file formats that are handled daily by businesses, ECM's content management concept is unique, allows you to create the document record and attach, capture/scan files of any format. You will have everything manageable and secure, ready to go.
Define access profiles for users and groups according to what each is authorized to access.
Administrators by default have full system access, and ordinary users need to have a predefined profile.
Users may be linked to organizational units/groups for better management.
The time for users or groups to access the system can be controlled according to their work schedule.
Easily create index cards/templates to classify documents.
With files/templates documents can be indexed in any folder, this gives you even more flexibility in defining what data is important for retrieving stored content.
The designer has fields of various formats for creating various files/templates, including fields integrated with some platform registration tables.
Fields can also be integrated with external Databases for querying and using external data in document indexing and processes.
All documents that are scanned or loaded from BPM are stored in the ECM, as ECM is the central documents repository and controls the entire content cycle.
BPM works in a fully integrated way with ECM utilizing and synchronizing the content of ongoing cases.
Documents can be easily viewed from the ECM interface with all available advanced search features, even if the user does not participate in any workflow step.
This is advantageous because the user can reuse content for other processes or other activities that require that information. Content can also be incremented regardless of whether or not the process has been ended.
The document is not tied to a case, is not necessary to find the case to find the content. Actually, it's the opposite, it remains linked to the process, but can be retrieved using all ECM search features, allowing the company to have a platform that uses content intelligently and efficiently.
Find archived documents using attributes, index filter combinations, or find in the folder.
The search by folder lets you find the document by name, created date, updated date, and user who created it.
The indexing search allows you to use the data from files/templates to retrieve the content quickly, allowing you to find a group of documents or a specific document.
The data search uses all documents and files attributes including: formats, files/templates, creation date, folder name, user who created, and other ways to find documents and it will display more data if entered into the filter field, it is a very complete search.
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