A fresh thinking approach to Document Management

Controlled editing of documents

  • Prevent simultaneous changes with check-in and check-out functionality
  • Automatic version history: restore previous versions or compare changes with previous versions
  • Change log and audit trail: always be able to see who has made edits and changes
  • Manage document processes easily with workflows and assignments


Integrate with existing systems

  • Seamless integration into Windows
  • Support for all file formats (Word, Excel, PDF, JPEG, etc.)
  • Direct integration with all modern CRM and ERP systems and other database systems
  • Import e-mail messages from your email server


Quick & easy access to information

  • Find documents, related customers and projects easily and within seconds
  • Quick search: find files based on their data classification, metadata attributes and content
  • Publish certain documents specifically to customers and partners
  • Advanced data reporting and analysis capabilities


Secure

  • Control data visibility; hide and protect sensitive documents while maintaining a single storage location
  • Simple and configurable permission settings reduce the risk of human error
  • Windows Active Directory authentication
  • Encrypted connections
  • Automated backups of all data


Scan and archive

  • Electronic document archive: compatible with all desktop scanners and all-in-one printers
  • Text recognition in scanning (OCR)
  • Archive files in PDF/A-1b format for efficient long-term preservation of electronic documents


Ease of use, anywhere

  • Familiar Windows user interface: “Open” and “Save” functions
  • Web access and mobile document management capabilities
  • View, create, edit, and store documents in offline mode, with automatic synchronization once re-connected