Managing information is critical to the success of any business. The need to effectively manage documents reaches across the organization. Everywhere, the information, ideas and data created as in collaborative processes, must be securely captured and made available to others via document management services. Document & records management are a powerful combination that helps create, control, store, revise and distribute electronic information in your company.
360° Document & Records Management module is a product built for handling documents throughout its full life-cycle, from capture and production to storage as a record in the archive.
Unlike many document management systems, the uniqueness of 360° DRM lies not primarily in handling office files with metadata, but in its strong functionality for relating documents to important company entities and processes, like customers, partners, projects, cases or other customer specific entities. The rich datamodel of 360° DRM makes it possible to “model your company information” and relate documents to this model. The value and user friendliness of having one single overview of all correspondence with a customer or a citizen, viewing a letter together with its attachments or connecting the incoming document to several cases are examples that are important to make document and records management effective and useful.
360° DRM are simple to use through its transparent integration in the Microsoft Office environment and its web client fully built on the Windows SharePoint Services 3.0 platform.
Features
- Life cycle management from capture and production to archiving and record management
- Drag & drop archiving of incoming email, relating it automatically to contacts, projects and other entities. Extraction of attachments and metadata from the message.
- Automatic archiving of outgoing mail by simply creating it from the 360 contact, project og case detail views in 360
- XML and server based office document production (metadata merge with Office templates)
- Simple to use - all functionality available directly from MS Outlook folders and from MS Office menus.
- Advanced rights management with row and even field-level accesscontrol
- Search and retrieve through fields or fulltext, and supporting “global” search across the complete repository.
- By storing search criteria as “favorites”, queries can be reused and even used as filters in SharePoint webparts for easy access of documents from the archive
- Revision management of document “packages” (e.g. a set of document-files) with full version management, checkin and check-out features on file level
- Expandable metadatamodel, no programming required to create new document metadata profiles and archives for different content
- Record management features included like: handling physical documents, connecting documents to file plans, rendition management, retention control etc
- Compliant with record management standards like NOARK-4, FESD and MOREQ
- Supports the Microsoft SharePoint 2007 Records Repository API