CONTENT MANAGEMENT
Documents and Files
- Ability to upload, store and preview any kind of existing electronic document formats – MS Office, PDF, txt, scanned documents, images, audio and video files, emails, etc.
- Ability to store and manage any type of file format that could be stored on the network
- Ability to support custom mandatory and optional metadata for different document types (contracts, business correspondence,
- OCR of scanned document with text recognition and data extraction
- Document indexing
- Integration with MS Office to open, edit and save documents directly in the respective MS office application
- Sign up documents with e-signature
- Support standard document management capabilities like – download, upload new version, move, clone, print, export to PDF
- Attach documents to other related business objects
- Review and Approve documents
- Create custom relationships between documents and other business objects
- Full text search in document content and metadata
- Version control
- Permissions management
- Provide activity stream for each document – who, when, what
Images
- Integration with Mirador – an open-source, web based tool for image annotation and deep zoom
- Support gallery of images
- Image deep zoom functionality
- Creating and editing image annotations using a variety of shapes and colors
- Search and filter annotations
- Support image manipulations – brightness, contrast, flip, rotate, adjust saturation, support grayscale
- Image comparison
- Image overlay
- Attach and relate images to other business objects
Dynamic Documents (iDoc)
- Support open source text editor and formatting tool – CKEditor
- Integrated tools (widgets) for visualization of organization specific information and business objects
- Ability to create and use custom document templates
- Create simple text documents and wiki pages online
- Integrate text, images, forms, queries and dynamic information for related business objects in one document inserting widgets
- Support standard document management capabilities like – move, clone, print, approve, etc.
- Full text search in dynamic documents
- Create hierarchy and libraries of dynamic documents
- Attach dynamic documents to other business objects
- Export to PDF and MS word
- Version control
- Permissions management
Business Objects
- Create business objects based on organization semantic domain model
- Ability to create templates for visualization of the business object details and related documents and other business objects
- Ability to upload a set of multiple documents, business objects
- Ability to import business objects from a spreadsheet
- Review and Approve process of the data file prior to the import
- Integrated data validation mechanism for imported data and verification reporting
- Ability to update business objects already imported or created using the import functionality
- Create libraries of business objects
- Attach documents and images to business objects
- Manage relationships with other business objects in the domain
- Full text search in the business object details
- Manage business object behavior using state transition capabilities
- Apply permissions on single business objects or on library of objects
- Version control
- Import business objects information from 3rd party systems
Version Control
- Automatic versioning on edit or upload of new version
- Track historical versions as chronologically consistent records
- Preview of historical versions
- Revert to historical versions
- Time machine – keep relationships to versions of other documents and business objects, valid at the corresponding time interval
Archives and Records Management
- Create digital records and revisions of all documents and business objects
- Classify records in custom libraries
- Manage access control and permissions on records
- Create records as evidence of transaction in the organization
- Publishing of documents, integrated with custom review and approval procedures and workflows
- Manage records retention plan (through records life-cycle)