Full Document Management System
Outline Specification
Administration - Users, Groups, Cabinets Permissions etc.
. User setup Create / delete/edit users & passwords, setup Route box path (folder location) where required and set required Polling interval.
. User permissions set as Group Permissions (append, delete, annotate, etc.
. Group Setup Create / delete / edit
. Apply permissions and users
. Apply Cabinet viewing permissions
. Cabinet setup Create / delete / edit
. Assign cabinet access to users.
. Set up rules to automatically assign documents to a workflow.
. Protect Cabinets from deletion
. Classifications
. Set up document classifications such as High Importance / Personal
. Administrative Audit Trail of actions e.g. creating / deleting / editing cabinets, users, groups etc.
Attachments
. Documents can have files attached to them. Imported e-mail automatically uses this feature.
. Attach external documents and / or other system documents
. Attached files can be removed, opened, launched, saved out, emailed ,detached into the inbox, and converted to text with OCR.
Database
. Support for SQL 2005 / 2008 SQL Express.
. Document Management on any of the above.
Delete
. Documents can be deleted permanently with the correct authorization level.
Document Creation Editing & Conversion
. Create documents from within the Document Management System using installed MS Office applications.
. Blank and customized templates.
. Launch existing documents for editing with full audit trail.
Document Import
. Import documents into existing cabinets.
Document Level Permissions
. Permissions can be set at cabinet level for viewing by individual users
File import
Document Management System can capture computer files in several ways:
. Using the file import option within the Document Management System.
Add-In for Microsoft Outlook
. Import E-mails into Document Management System directly from the application, indexed directly to a cabinet, a contact, and assign to a workflow.
Mail Merge
. Ability to create a basic mail merge. Copies of correspondence sent will be saved and indexed if required.
Print, fax and e-mail
. Documents or selected pages from documents within the system can be printed, faxed or e-mailed provided the necessary software is present.
E Mail Merge
. Ability to create a basic e-mail merge. Copies of correspondence sent will be saved and indexed if required.
Scanning paper documents
. Uses Document Management System interface
. Scanners: directly connected or network devices (some features only available with directly connected scanners). Network Devices scan to a route folder for auto collection by Document Management System
. Access to all functions of chosen scanner (native Interface)