DOCUMENT MANAGEMENT
Industry Solutions
Accounting Management
The day-to-day operations of your business rely heavily on efficiently managing and processing accounting documents like invoices, receipts, purchase orders, financial statements and tax documents. Our solutions let you take control of accounting documentation, helping you increase performance and competitiveness while improving operational efficiency and avoiding risk.
Document Management (DMS)
Documents are the lifeblood of your organization, and fast access to the correct version of documents can be the difference between success and failure. Our document management enables the right people to access the right files instantly.
Project Management
Planning, organizing and managing project resources and processes can be daunting and overwhelming. With our solutions, it’s easy to define simple rules for content visibility, task deadlines and ownership – which is why project management is one of the most prevalent customer use cases.
Sales and Marketing Automation
Your business relies on CRM software to stay in touch with customers, leads and other contacts. Our solutions can integrate with your existing CRM system creating a seamless connection between your core sales automation platform and the critical content that your sales team needs to blow out the numbers. With our solutions, customer-related documents – such as proposals, presentations, contracts, purchase orders, invoices, quotes and emails, can be quickly located and accessed — directly from the CRM of your choice.
Contract Lifecycle Management (CLM)
Manually managing contracts is very time and resource-intensive. Our solutions streamline contract management processes by helping you keep your contracts organized and ensuring the right people always have fast access to the right version of any contract from any place or from any device.
Human Resources (HR)
From recruitment and training to performance appraisals, payroll and benefits, effectively managing your employees enables you to retain talent and maximize operational knowledge. Our solutions manage and track all employee and HR and employee-related information and tasks to keep your business running smoothly.
Quality and Compliance
Your company produces products with rigorous quality and compliance requirements, and adequately managing standard operating procedures (SOPs), non-conformance reports, corrective and preventative actions (CAPAs) can be daunting and resource-intensive tasks. Our solutions make it easy to improve your quality management systems, meet certification requirements and fly through audits with document and process management capabilities designed for organizations with strict quality and compliance needs.
Standard Operating Procudures (SOP)
Standard Operating Procedures (SOPs) provide your employees with a reference to common business practices, activities and tasks. Ensure your workforce has access to the most current SOP versions and verify the appropriate individuals have read them.
Corrective and Preventive Actions (CAPA)
Thoroughly remedying a manufacturing issue or nonconformance by initiating a corrective and preventative action (CAPA) is critical for ensuring high quality and staying compliant. Our solutions enable you to organize and manage all quality-related documents (like SOPs) and associated processes, such as CAPAs.
Invoice Processing (AP)
Ensuring invoices are paid in a timely manner helps you maintain good relationships with your suppliers and vendors. Our solutions enable you to automate and track the review and approval of invoices as well as other financial business processes.
Records Management (RIM)
Controlling and governing your company’s records throughout their entire life-cycle is critical to ensure compliance with legal and operational obligations. With our solutions, information governance is a snap — you can easily manage records from the point at which they are conceived to their eventual archival and possible disposal.
Training Management
Manually managing staff learning requirements, certifications and other training tasks is a time consuming process. Our solutions automate training-related activities and workflows and enable you to easily manage course lists and materials, as well as record, track and report on training.
M-Files Key Features
Workflows
Use M-Files Automated Workflows to streamline common business processes (like contract approvals, controlled content, invoicing etc.) stay productive, and ensure compliance. M-Files automatically monitors each step of the workflow process and sends a notification when there’s something that needs to be handled. It’s simple, quick and built in to M-Files.
DocLogix Key Features
Annotate & Redline
Annotations and relining in DocLogix allows any DocLogix user to add comments to a document withought modifying the original file. See all annotations and comments at once or view each bit of feedback individually.
eSign
DocLogix Mobile Access enables businesses to maintain compliance outside of the office. The eSignature capability integrated into DocLogix allows for regulated businesses to approve and monitor processes even from a mobile device.
Outlook
DocLogix is tightly integrated with Microsoft Outlook. Easily save emails and attachments directly to your DocLogix vault. DocLogix Smart Folders know exactly what documents are and who they are related to.
Scan & OCR
Scan documents and automatically make them searchable with OCR technology built right into DocLogix. DocLogix works with any USB scanner so compatibility is never an issue, just scan, store and let DocLogix do the rest.
Templates
Eliminate unnecessary recreation of documents with DocLogix Document Templates.
Co-Authoring
Simultaneously edit shared documents with Co-Authoring in DocLogix . Check a document out in DocLogix and send the co-authoring link to co-workers, work groups and other collaborators to seamlessly edit a single document.
Mobile Access
Mobile Access makes your DocLogix Vault (including documents and workflows) accessible anywhere even away from the office. DocLogix mobile apps are available for download from the iTunes App Store (iOS), Google Play (Android) and the Windows Phone Store.
Permissions
Managing complex access control policies becomes overwhelming with the limitations of most systems. DocLogix provides unlimited control over any type of content while keeping things simple. That’s because permissions can be assigned based on what something is instead of where it’s stored.
Search
Searching for (and finding) information in DocLogix is super fast. DocLogix even searches inside documents to make sure you can find anything you’re look for.
Views
Dynamic Views are virtual folders that organize information automatically based on what it is instead of where it’s saved.
Edit
Check out a document in DocLogix to protect it from being edited by someone else. When you’re done editing, just check it back in and others can see any changes you’ve made.
Offline
Accessing important information and documents no matter where you are is vital. DocLogix Offline Availability allows you to view, edit and save documents even without access to WIFI or a VPN.
Save
Quickly and easily save documents to DocLogix while ensuring they can be easily discovered and accessed by others in your organization.
Share
Sharing email and documents in DocLogix is as easy as a right click. Whether you need to send someone a document or collaborate with colleagues, DocLogix keeps everything streamlined and organized.
Workflows
Use DocLogix Automated Workflows to streamline common business processes (like contract approvals, controlled content, invoicing etc.) stay productive, and ensure compliance. DocLogix automatically monitors each step of the workflow process and sends a notification when there’s something that needs to be handled. It’s simple, quick and built in to DocLogix.