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EDM.NET Enterprise Edition Features:
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Approval WorkFlow |
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Approval workflow takes a document through an approval process where a set of users
can accept or reject a document waiting to be filed into a folder.
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Auditing |
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Audit all events throughout EDM.NET. With HIPPA, Sarbanes-Oxley, Basel Acord II,
SEC Rule 17, EPA, FDA - Freedom of Information Act to name a few, organizations
can be found liable for improper or inadequate document archiving - facing lawsuits
and very large fines.
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Calendar |
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Add and update appointments on the Calendar. View summary of appointments. Helps
track mileage and gives you month summary information.
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Chat (new) |
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Chat with fellow employees in different chat rooms that you create. Send chat invites
to one or more employees.
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Contact Management (Personal) |
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Manage your personal contacts that can be used when sending e-mails. Add, Edit,
View, and Delete your personal contacts.
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Contact Management (Shared) |
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Manage shared contacts that can be seen by all employees and used when sending e-mails.
Add, Edit, View, and Delete your shared contacts.
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Custom Fields (Indexes) |
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Custom fields are created and assigned to one or more folders. Whenever a user files
a document into the folder the custom fields are filled out allowing the document
to be found in subsequent searches. You can create a Note, Date, DateTime, Number,
AlphaNumeric, Drop-Down List, and Text field.
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Document Properties |
View detailed properties and summary information of documents such as:
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Name, Size, Type, Modified, Attributes, Comment, Created, Accessed, Owner, Keywords,
Author, Title, Subject, Category, Pages, and more. |
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Efficient and Simplified Searching |
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Browse your documents easily in a tree structure. |
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Use Search page to find documents using standard and Custom Fields. |
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Use Content Search to search the contents and meta data associated with the document. |
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E-mail and Fax |
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E-mail or Fax a document as an attachment to another employee or client right from
you browser. EDM.NET will place a copy in your sent items for later review.
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Forward Document To Employees InTray's |
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You can forward sensitive documents to employees within EDM.NET. The document will
never leave EDM.NET and the employee will be notified of pending document in their
InTray through an e-mail. If EDM.NET is accessible outside the office through an
IP on the Internet the user can click on the link inside their e-mail and log into
EDM.NET allowing them secure access to the sensitive document and information associated
with it.
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In-Browser Editing of Microsoft Office Documents |
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Allows a user to edit a Microsoft Office document within Internet Explorer browser.
The document can be saved back to the server.
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Multiple Providers |
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A Provider has its own set of employees and can manage its own documents. Roles
can be created that allow certain users to have acces to one or more providers.
Providers are a way to define your organization and break it up into agencies, departments,
or companies. It is a powerful feature that can help you control how you documents
are managed and who has access to them.
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Outlook Synchronization |
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Allows an employee to sychronize all their Outlook information: Appointments, E-mail,
Contacts, Notes, and Tasks.
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Roles Management and Rights Assignment |
Manage all of your employees by creating roles and assigning thier rights.
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Administrator - allows user to manage all aspects of the system. |
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Author/Editor - can edit and author content on the web. |
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Supervisor: - can manage all aspects of the system. This user's right can
also be modified and limited by other Supervisors with enough rights. |
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Publisher - can upload content into the system. |
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Thumbnails (new) |
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EDM.NET now generates thumbnails of your documents and images so you can locate
them faster. |
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Tree Based Navigation of all Functionality |
You can browse all your documents in a tree similar to Windows Explorer. You can
also manage all of your content easily and perform the following actions:
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Create new folder(s) or file(s). |
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Delete folder(s) or file(s). |
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Rename a folder or file. |
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E-mail documents from the system. |
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Forward documents to one of more users of the system. |
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Upload Multiple Documents |
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Documents can be uploaded from your local machine into EDM.NET. Once the document
has been uploaded into a Pending area you can fully manage that document and use
all the features of EDM.NET
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Version Control |
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Version control allows employees to check-out a document for exclusive editing.
Also support the ability to rollback to a previous version. You can also replace
the document you are checking in with one from your local disk. Rollback to previous
versions is also allowed.
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