DOCUMENT MANAGEMENT

Most knowledge and experience that exists in an organization is stored in documents. Employees often do not find the right information or they get access to information not intended for them. The document management module helps you search for documents, manage revisions, add notes and control access permissions. It is fully integrated with workflow management, so you can define processes for document review, publishing, archiving and printing.

Version management: The revision management system ensures that only one person can make changes at a given time. All previous versions of a document remain accessible.

Conversions: Documents are converted to a web-viewable format such as PDF or JPEG so that users do not need the native application for viewing the document.

Search: Documents are automatically indexed so that you can search for text inside the document. You can also find documents via folders, related objects or keywords.

Markup: Users can markup documents and add their comments using a highlight marker. When moving the cursor over the highlighted area the text of the comment, author and date are displayed.

Imaging: You can view and markup high resolution scanned documents in a web browser. You can zoom in, zoom out or browse to another page without having to download the complete document.

Workflows: Various workflows can be assigned to a document, for example a workflow for document approval or for archiving. Workflows are role based, and tasks are automatically assigned to persons that belong to a certain role.

The module can be configured for each user group by setting access rights to fields and functions. You can also define your own processes for modifying or creating data by defining custom workflows. Specific functions for your organization can be implemented on request.

FEATURES

	Version management Upload Numbering Check out Download View Activate		Collaboration Review Markup Comments Notifications Email Tasks		Imaging Web browser Zoom in Zoom out Next page Previous page Markup
	Search Indexing Full text search Keywords Attributes Folders Categories		Workflows Mail processing Requests Approvals Publishing Archiving Email		Integration LDAP Intranet FTP in/out Email in/out Stylesheets Web services
	Conversions Word Excel PDF TIF Open Office DWG		Links Projects Properties Requests Organizations Persons Contracts		Reports Word templates Sorting and grouping Graphs and charts Digital dashboard Email reports PDF, HTML, XML