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    SoftExpert Document

    Document & Record Management

    Organization and integrity throughout the document lifecycle

    SoftExpert Document

    The management, delivery, and control of documents are critical to any business.

    Every day companies receive and generate incredible amounts of information – proposals, HR documents, financial reports, purchase orders, contracts, quality documents, engineering drawings, forms, announcements, e-mails – the list goes on and on. Over 90% of this information is stored on paper and electronic documents. Organizations can’t create and deliver business value without proactively managing the documents that support their business. What’s more, documents must not only be intelligently moved throughout an organization to support day-to-day business activities, but they must also be secured and controlled, end-to-end, to protect corporate assets and avoid litigation later.

    SoftExpert Document enables organizations to effectively and efficiently automate management of electronic and paper-based documents throughout their entire life cycle – capture, create, classify, share and secure, archive and destroy. Anyone with authorization – employees, customers, vendors or partners – can quickly and safely manage and work on documents.

    SoftExpert Document is a Document Management software that meaningfully improves communication and teamwork across departments and functional areas helping in organizing, managing and keeping track of documents so anyone can find them when needed.

    SoftExpert Document also minimizes risks and costs associated with a growing number of regulatory compliance and corporate governance processes such as those related to the ISO 9000 – Quality Guidelines,Sarbanes-Oxley, FDA 21CFR Part 11 – Electronic Record Keeping, Good Manufacturing Practices, ISO 45001, ISO 14000, and others.

    Screenshots

    • Document security controls

      Document security controls

    • Automatic indexing

      Automatic indexing

    • Document viewing

      Document viewing

    • Digital signature

      Digital signature

    Features

      Capture
      Manage
      Deliver
      Store
      Capture

      Capture

      • Hierarchical classification of documents using categories;
      • Supports any data type and structure without changing its original format;
      • Integrates seamlessly with popular cloud productivity solutions (Office 365, Google Docs), Microsoft Office Applications (Word, Excel, PowerPoint, Outlook and Visio), Open Office, Adobe PDF, Corel Draw, Image Editors and many others;
      • Use of templates in document creation and review processes;
      • Storages files in the database or on distributed servers with compression and password protection mechanisms;
      • Integrates corporate CRM and ERP data with stored content.
      Manage

      Manage

      • Audit various kinds of actions related to document access and updates, configuration changes, administrative actions, and changes to access control;
      • Document review workflow using standard or customized processes;
      • Access permissions defined per user, groups, role at category-level (sub-category, etc.) and at document-level itself;
      • Security mechanism to set limits for document copies and prints;
      • Watermark for controlled copy to restrict copying and forgery;
      • Control of sending, receiving and canceling of printed documents;
      • Issuance of master document lists showing the latest applicable revision;
      • Check-out and check-in control to ensure that the same document will not be edited simultaneously by multiple people;
      • Markup and change control options for tracking specific changes to a document;
      • Digital Signature and timestamp fully compliant with regulations and standards, including integration with DocuSign and ClickSign platforms;
      Deliver

      Deliver

      • Search and retrieval of content through any metadata such as an id, subject, keyword, etc;
      • Apps for online and offline document viewing, compatible with Windows and Android devices (Check supported versions).
      • Full-text indexing of all documents to provide real-time, instant search results based on the content of files along with meta-data or index searches [Full-Text Search];
      • Execution of document approval and publication tasks, through the web browser on mobile devices;
      • Document viewer capable of viewing multiple documents. Native support for all image formats, CAD files and Office documents.
      Store

      Store

      • Controlled repositories that optimize space and reduce the risk of legal and compliance issues;
      • Time table to determine the period of retention of a document and its destination after this period;
      • Retention schedules to satisfy complex requirements from state and federal laws to internal policies.
      • Structured retention mechanisms establishing consistent, automated processes for retaining required documents and destroying expired documents.

    See also

    SoftExpert Excellence Suite
    SoftExpert ECM
    SoftExpert BPM
    SoftExpert EQM
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    SoftExpert
    • Products
      • By business needs
        • Overview
        • Business Process Management – BPM
        • Corporate Performance Management – CPM
        • Enterprise Asset Management – EAM
        • Enterprise Content Management – ECM
        • Enterprise Quality Management – EQM
        • Enterprise Risk Management – ERM
        • Environmental, Social and Corporate Governance Management – ESG
        • Governance, Risk and Compliance Management – GRC
        • Human Development Management – HDM
        • Innovation and Change Management – ICM
        • Enterprise Service Management – ESM
        • Product Lifecycle Management – PLM
        • Project and Portfolio Management – PPM
        • Supplier Lifecycle Management – SLM
      • By industry
        • Overview
        • Aerospace and Defense
        • Agribusiness
        • Architecture, Engineering & Construction
        • Automotive
        • Chemicals
        • Consumer Goods
        • Education
        • Energy & Utilities
        • Financial Services
        • Food & Beverage
        • Healthcare
        • High-tech
        • Medical Devices
        • Mining & Metals
        • Pharmaceuticals & Biotechnology
        • Public Sector & Associations
        • Retail
        • Transportation & Logistics
      • By regulation
        • Overview
        • AS9100
        • BPMN
        • BSC
        • CBOK
        • COBIT
        • COSO
        • FDA 21 CFR Part 11
        • FDA 21 CFR Part 820
        • FSSC 22000
        • GDPR
        • IATF 16949
        • ISO 10015
        • ISO 13485
        • ISO 14000
        • ISO 15189
        • ISO 19011
        • ISO 20000
        • ISO 22000
        • ISO 22301
        • ISO 26000
        • ISO 27001
        • ISO 31000
        • ISO 37001
        • ISO 45001
        • ISO 50001
        • ISO 55000
        • ISO 9000
        • ISO/IEC 17025
        • ISO/TS 14253
        • ITIL
        • OHSAS 18000
        • PMBOK
        • Six Sigma
        • SOX
      • All products
        • Overview
        • Action Plan
        • Analytics
        • APQP-PPAP
        • Archive
        • Asset
        • Audit
        • Capture
        • Competence
        • Customer
        • Document
        • FMEA
        • Form
        • Incident
        • Inspection
        • Kanban
        • Knowledge Base
        • Maintenance
        • Meeting
        • MSA
        • PDM
        • Performance
        • Portfolio
        • Problem
        • Process
        • Project
        • Protocol
        • Request
        • Requirement
        • Risk
        • SPC
        • Storeroom
        • Supply
        • Supplier
        • Survey
        • Time Control
        • Training
        • Workflow
      • SoftExpert Excellence Suite
      • SoftExpert Excellence Suite
    • Services
      • Overview
      • Training
      • Cloud Computing
      • Consulting and Implementation
      • Customization Services
      • Integration
      • Performance Optimization
      • Service Hours Pack
      • Support
      • Validation
    • Company
      • About us
      • Contact us
      • Business Partners
        • Find a Partner
        • Strategic alliances
        • Become a Partner
        • Qualification Form
      • Careers
      • Channel of Reports
      • Events
    • Customers
      • Overview
      • Success cases
      • Testimonials
      • Video Case
    • Resources
    • News
    • Blog

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