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EDM.NET Online 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 (Fax is subject to additional charges depending on use) |
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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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Users 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 securely saved back to the server over the Internet.
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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 |
Browse all your documents in a tree similar to Windows Explorer. 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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