Document Management
Software

Role Based Permissions

• Manage access to content as well as functionality
• Users are assigned to groups and inherit permissions

Configurable User Interface

• Clean, simple user interface
• Users are assigned to groups and inherit permissions

Dashboard Display

• Create displays of sets of data in graphs and charts
• Dashboard can be based on user and group settings

Capture and Classification

• Capture content from a scanner, fax, or multi-function device
• Drag and Drop capability
• Bar-codes, zonal OCR, and forms recognition

Access and View

• Access content based on basic, advanced, and keyword searching
• Dashboard can be based on user and group settings
• Central repository to manage all data and file formats

Edits and Annotations

• Check-in/Check-out version tracking
• Annotations tools include redacting/highlighting/stamping

Workflow Annotations

• Configure workflows using a text-based module
• Automated triggers to perform actions and activities

Reporting and Auditing

• Standard and ad-hoc reporting to track user productivity and access
• Audit logs track all activity within the system

Data Exchange

• Migrate data and documents from 3rd party applications
• Exchange data in real-time via FTP/SFTP, API call, EDI transaction sets