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Documents

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• Smart folders organize documents company way

 

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• Personal folders organize documents my way

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• Access control by user, user-group and department

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• Version and revision history trail

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• Revision control

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• Custom property fields

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• Templates per document type

 

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• Digital signature

 

 

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• Lock document on approval

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• Comments tracked to document versions

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• Full text searches

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• Search on document property fields

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• Document forum

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• Event activity trail

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• Relations between document versions

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• Notifications of changes on document status

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• Routing and approve history trail

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• Retention policies

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Physical Archive

 

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• Smart folders organize paper documents company way

 

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• Personal folders organize paper documents my way

 

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• Access control by system user-group

 

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• Custom property fields

 

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• Requested, for delivery and overdue requisition tasks

 

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• Document requisition history trail

 

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• Search on archive property fields

 

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Mail Records

 

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• Smart folders organize records company way

 

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• Personal folders organize records my way

 

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• Access control by user, user-group and department

 

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• Version and revision history trail

 

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• Revision control

 

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• Custom property fields

 

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• Relation with attached documents

 

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• Routing history trail

 

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• Lock document on closing

 

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Business Processes

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• Non-structured processes

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• Structured processes

 

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• Custom task property fields

 

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• Access control by user and user-group

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• Smart folders organize tasks/processes company way

 

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• Personal folders organize tasks/processes my way

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• Routing and approve processes

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• Attach files, records, contacts, entities to tasks

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• Notifications on task ignition and completion

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• Auto reminders

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• Delegate and follow-up on tasks

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• Search on task property fields

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• Personal to do, overdue and finished tasks

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• Personal open, overdue and closed processes

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• Confidential tasks

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Project Management

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• Custom project property fields

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• Smart folders organize projects company way

 

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• Personal folders organize projects my way

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• Access control by user, user-group and role

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• Project roles

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• Project members

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• Retention policies

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• Project business processes

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• Relations with non-system property field values

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Tools

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• Simple, complex and full text searches

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• Smart folders

 

 

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• Timestamps

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• Subscribe notifications

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Administration

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• Templates for bulk content upload

 

 

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• Bulk changes in permissions and property values

 

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• Data export tool

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• Configuration, reporting and statistics tools

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• Configuration policies

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• License management

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• Event audit

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• Vault recycle bin

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Desktop Apps

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• Outlook add-inn

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• Office add-in

 

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• AutoCAD add-in

 

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• Revit add-in

 

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• Inventor add-in

 

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Integration with 3rd party and in-house products

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• Robot Email Importer (RPA)

 

 

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• Web or Windows API

 

 

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• Single sign-on

 

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• Import from active directory

 

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• Custom development

 

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• SAP, Navision and Primavera

 

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Support

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• Forum

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• Email

 

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• Remote helpdesk

 

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