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HOW WE ROCK & ROLL

Recommended Document Management Software

FileDirector is an easy to use, fast to deploy, robust and reliable cloud management software. With a virtual filing cabinet system, this document management solution enables you scan, classify and index documents. It can be customized just the way you want as a workflow and approval solution to be used by various departments within your organization to automate already existing paper flow processes and ultimately achieve that paperless office of your dreams. Advanced OCR and barcode technology guarantee capture improved capture speed while using its intelligent scanning features.

This versatile solution can be used by everyone and can be assessed securely using any device.

DOCUMENT MANAGEMENT SYSTEM IMPLEMENTATION:

We provide you with an affordable and scalable electronic document management system which easily captures

information from numerous input devices using predefined scan profiles. Our client/ server solution adds email

integration, compliance, audit trail and version control which satisfies most statutory regulations for legal admissibility of scanned documents.

The eDMS can be easily configured to work just the way you want it to allowing scope for integrating with line of business applications. Integration with Microsoft Office applications is seamless and accessibility is possible from within and outside of the office. There is also a retention control feature which allows the administrator to set up standards for retaining documents in the system.

Other features include:

  • Complete customization to design a virtual Filing Cabinet just the way you need it.
  • Archival of various document types and formats including email and attachments.
  • Built-in barcode reading and OCR, full text search and ODBC lookups.
  • Retention Control which allows for set up of standards to retain documents.
  • Ability to scan hard copy documents. Not only can you scan new documents but you can insert, append or revise pages within existing documents
  • Ability to index scanned documents.
  • Speedy document search feature.
  • Controls scanning and makes it easy to scan large batches.
  • Expansion options and features to improve scalability.
  • Active directory integration.
  • Future software updates and upgrades.
  • Advanced security.

Document Conversion and Digitization

Utilizing our processes we can provide your organization with the Highest Quality scanned documents

and indexed data.

We scan everything from general office documents to purchase orders to invoices and receipts

into electronic searchable information by applying an acceptable level of document indexing.

These scanned documents are made available in various formats

We have a team of seasoned experts and provide the best practices to support your organization’s

project needs.

Workflows & Approvals

With this Process management module, you can conveniently mimic your existing paper document related workflow approval systems.. Thereby creating customized electronic workflow approvals for your invoice and purchase orders.

This module is quite affordable and saves you a whole lot of time compared to when using the otherwise time consuming paper-trail style of approval.  Your whole team is thus able to approve documents while onthe move through a dedicated iPhone client, through any web browser or the Windows client.

And guess what? Unlike other applications designed for workflows, no programming knowledge is needed for you to have your  workflow module up and running. Only a few minutes of training will be required to set up and deploy your own approval routines.

Furthermore an approver can,

  • Receive immediate emails or daily digest emails.
  • Take action via a web browser, iPhone/ iPad or Android device.
  • Approve or reject documents
  • Insert comments to be passed to the next approver/ admin team.
  • Be reminded when they don’t take action
  • Can set their absence when outside of the office.

Other features include:

  • Changing field values or document types.
  • Serial approvals or group approval with voting/ weighting.
  • Export documents or email other interested parties documents.
  • Trigger secondary approvals/ workflows.
  • Use document signatures.
  • Have time outs on approvals.
  • Approve documents or claim them.

Archival of Physical Documents

With our local partners we are able to offer you an archive to store your physical documents within a secure storage facility. All of your physical paper documents which will otherwise consume precious office space can be whisked away to free up useful space.

Your documents are placed in corrugated boxes, assigned agreed upon box numbers and staked in shelves. These amongst others will help in keeping a proper audit trail of activities conducted on each box especially during future document retrieval.

Customized Software Development

With the ever increasing need to be more creative and improve on existing processes we are able to develop customized applications that specifically suit your business needs.

This service ensures that the best scripting languages are adapted in the development of applications.