Document & Enterprise Content Management
Companies manage large sets of documents, which are distributed across different places and formats, including paper-based documents. The main challenges companies face related to documents are management generation of documents, digital archiving, & searching content of scanned & paper documents.
Features
Intelligent content capture techniques, which includes artificial intelligence and machine learning. Examples of documents & content captured:
- Scanned Documents
- MS Office Documents
- Open document formats
- Text, XML, CSV, ….
Many Documents are created every day in every company. Creating documents manually is not the right practice as it might lead to inconsistency, mistakes, and internal fraud. Generating documents from protected templates offer a solution to such challenges and offers a better level of automation and process. Generated documents can be linked to customers and vendors.
Indexing of the captured text from the documents and makes it available for searching. A search like internet search engines is provided. Simple and advanced search queries are supported. Matched search phrases are highlighted in the documents.
Companies are obliged by regulation to record keep their records and contracts for several years. Most companies rely on physical archives. Such archives are difficult to manage and might get corrupted. Furthermore, documents are not easily categorized and linked to vendors and customers.
The main requirement for any archive, is to be able to find information quickly, keep the records safe, and to be able to reconstruct the records to their original formats.
Archived documents can be viewed from the user interface. The viewer provides text selection, search, zooming, download, and sharing functions.
Content from email messages and email attachment can be captured, indexed, and archived.
Documents generated can be shared with counterparties for signatures. With integration with electronic signature platforms such as Connective, documents can be sent automatically for signature and signed versions can be maintained and linked to the drafts.
Workflow functionalities provide document creation, approval, assigning & referral, sharing, and signing steps.
Business rules can be defined for detecting anomalies and generating alerts and cases for investigation.
Master Data such as customers and vendors can be captured from ERP systems. Master data can be used for linking customers and vendors to documents.
Created and archived documents can be shared with internal teams, customers, vendors, attorneys, etc.
Different categories & subcategories of documents can be defined. Users can be given access to specific categories or subcategories.
- Scanner
- Local storage
- FTP/SFTP
- Dropbox
- oneDrive
- GoogleDrive
- API
- Outlook
- Databases
The solution can be provided via the cloud or self-hosted on-premises.