Document management module

Five reasons for the implementations

• Every document can be found within 1 second
• The documents’ lifecycle management is ensured electronically
• All documents are accessible 7/24 for decision-making
• Higher level of data security and data protection, data loss is significantly decreased
• Digital storage makes the support of internal operation less expensive

Business areas of use

The module has diverse opportunities of business use:

• Digital document storage makes the individual documents and information related to them accessible regardless of geographical limitations; so, the related administrational work can be managed, transferred, and completed regardless of location.
• Digitalized documents can be electronically edited or finalized by involved colleagues. This way it is guaranteed that the end result is a document (e.g.: contracts, offers, etc.) that has been commented on and validated by every necessary participant. Version tracking in every step of processing is ensured.
• Documents can be linked along the right logical network (e.g.: main document and its attachments, credit proposal and related documents, appraisals related to real estate, etc.). It ensures that all the information necessary for the processing of the given administrational activity and also for decision-making are available to all involved colleagues.
• In case data security is important, digital document management clearly represents a higher security level.

Integrated content

In the system forms can be assigned to digital documents that define their metadata. Based on this, they are retrievable and easy to find.

System structure provides integrated support for:

• Building logical connections between documents
• Digital signature of documents
• Assigning documents to procedures
• Assigning individual or procedure authorization to documents
• Transferring digital documents to other systems
• Digital editing in MS Word, opening in native interface
• Digital filling of MS Word and MS Excel templates
• Storing any document type
• Attaching various documents

Various document recording methodoligy

The essence of various document recording methodology is that digital and paper-based materials from any source would be easy to attach:

• Individual and quick document recording from file server
• Mass and individual attachment from file server, data recording
• Individual and quick attachment with twain scanner support
• Mass digitalization with barcodes
• Mass and individual document attachment using services
• Various e-mail attachment
• Quick attachment of e-mail texts directly from MS Outlook

Advantages of the module

Managing different document types

• The system offers and stores the metadata that are right for the given document type
• The module specifications ensure that the user can only provide necessary metadata for every type and that these are recorded in the right authorization procedure
• The number and values of both metadata and document types can be extended
• Individual workflow and individual case management can be assigned to the document types

Version management of documents

• When the content of a document is modified, a new version is generated that the system manages with all the necessary metadata
• When the features of a document are modified, no new version saved

Management of different file formats

• Differentiation, storage, and opening different file formats
• Management of document versions stored in different file formats; reception through service bus, backward service to other systems
• Stores the descriptive data that belong to the formats that can differ from document type to document type
• No technical restrictions in terms of extension or size
• Most popular file formats are supported