As your business grows and your needs increase, you can add product modules as you see fit, expanding your ECM functionality with process capabilities that include:
Takes user-defined collections of documents and extracts the files and associated database records that identify those documents. The extracted content – written to the network folder or to the CD/DVD
drive of choice – then can be used to transfer document collections reliably to third parties and/or other systems.
A zero programming integration tool that allows you to quickly and easily map a field, designate a hotkey, and proceed to query DocFinity to display the associated images. DocFinity Connect also enables users to pass index values in an automated fashion between systems to eliminate the labor expense of data entry.
Connects DocFinity with electronic
fax servers such as RightFax or
Esker Fax to provide outgoing
Print To DocFinity
Indexes documents into the DocFinity repository from their native applications by selecting DocFinity PDF Printer as the printer. The PDF copy then opens so you can provide indexing metadata according to a pre-selected indexing scheme.
Standardizes and expedites processes by pushing and pulling data and/or files – from email, voice mail, faxes, admin systems, and more – to people and/or systems. Easily design and modify robust workflows via the intuitive drag-and-drop, point-and-click designer.
Monitors mainframes, network servers, UNIX servers, and print spoolers to capture print streams in ASCII, EBCDIC, IBM AFP, Xerox Metacode/DJDE, Postscript/PDF, and PCL, reducing expenses by eliminating unnecessary printing, storage, and mailing costs.
Queries the repository for text matches in non-text file formats such as PDF, TIFF, HTML, and JPEG. Locates structured and unstructured data contained in files and other documents — and combines keyword and full-text searching.
Enables users to design simple and complex electronic forms. It also enables forms to automatically trigger new workflow processes upon submission – and to be integrated into existing websites, portals, or any other system and software investments.
Supports Health Level Seven International (HL7), the global
standard for interoperability of health information technology.
Hierarchical Storage Management (HSM):
Automates file back-up and the movement of records from expensive fast storage to more cost-effective, long-term storage options.
Creates clear, auditable trails of evidence for every process performed on every record in the system. Groups related documents into Record Series and provides mechanisms to automate management in basic retention policies — including rules to map records to retention policies, approval process or record disposal, and rendering records in non-editable formats. Provides advanced retention policies, including legal hold.