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Documents of all kinds can be vitally important to any business. Our document management system (DMS) provides end to end Workflow including document creation, storage, production, and even ecommerce. Although originally designed for paper documents, CDs and DVDs can be utilised for most on-demand applications.
As with all modules, all the documents or objects in can have different permission / access levels, enabling you and your clients to determine who can view or purchase what.
Our system enables rapid access and uploading of many types of electronic documents, which can then in turn be attributed to a variety of different production providers.
In documents are stored and presented in familiar formats of files in either folder or tree views. You and your clients can organise their libraries of documents for safe keeping, online access (intranet and extranet) or on-demand production.
can be used simply for the storage and access of multiple documents for example company proceeds, ISO 9001 Health & safety, tender & bid documents right through to on-demand, sales through website, components made through production & dispatched, and invoiced.
The module comes complete with the following features:
provides the ability to upload of many types of electronic documents including common formats of Microsoft Word and Adobe ADF. A PDF is automatically generated from every Word document uploaded.
compilation lists detail the components of the document or object for production. Documents or objects can be given a name, abstract, reference, £ price, Author and even an ISBN. Production providers, whether an internal or external printer or a factory also provides their lists list of capabilities and costs (if applicable), so that their capabilities can be matched to the components required for each document and object.
Within each document or object can be attributed with a Workflow. The Workflow system also acts as a method of ensuring that the document cannot be released for production, ordering or even viewing until it is approved by the relevant administrator. The Workflow stages can be things such as review, accepted, rejected or require more modification. The history of the entire Workflow process is recorded in case it is required for contractual or legal reasons.
Provides a summary of all orders including their status. Information is also provided in a searchable format: date of order, order number, recipient's details, description of product and quantities. Order analysis is also available providing component cost breakdowns.
Particularly relevant if your client is a member association or supplies pre-paid products. This feature allows your clients to set up distribution lists including selection of the production and distributor of a product. Ideal if your clients provide journals or publications on subscription.
Set up client accounts that provide a full history. Set discount structures, credit limits and payment terms with the facility to suspend or close accounts at the press of a button. View the client's order and invoice history and even let them view it online.
Throughout each document's or object's journey through the Workflow system it may require various aspects such as permission levels to be automatically altered. It may also need to send email notification to advise people that the product requires their attention (e.g. requires reviewing) or that it is available to view or purchase online. The Event Schedule provides this control. Events are triggered and actions performed. The Event Schedule is a summary of these actions.
Set and manage your procedures:
• Workflow – create and manage the Workflows including what type of product (document or object) can be created and by whom
• Product Types – create and manage the product types and their components
• Distribution Methods – this will determine how an order will be produced and distributed
• Invoice Templates – configure the templates used to create invoices
enable keywords to be linked to different documents or objects for efficient searching
For more information please call us on or
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UK Water Industry Research
PublishOR
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