Discover the solution that simplifies your document management
Improve the management of your corporate, physical and digital documents and records with a 100% web platform with an intuitive, user-friendly interface.
Main benefits
Centralization
Store content centrally and reduce the possibility of duplicate or outdated data. Ensure that people have access to the most recent version of a document whenever they need it.
Greater productivity
Eliminate bottlenecks, streamline access to content, ensure data integrity and security, and achieve results in less time.
Cost reduction
Dramatically reduce paper and the need for storage cabinets, boxes and folders. Automate manual processes and reduce costs across the organization.
Collaboration
Combine ECM resources with business process management (BPM) for a solid and robust infrastructure that promotes communication and collaboration between teams.
Compliance
Eliminate activities that expose your company to compliance risks. Standardize processes and meet the requirements of standards such as ISO 9000, HIPAA, Sarbanes-Oxley and FDA 21 CFR Part 11, among others.
Offline use
Access your documents in the palm of your hand! Access your content wherever you are and, most importantly, without an internet connection.
Central and integrated platform
SoftExpert ECM is a complete solution that allows you to create, capture, manage, store, preserve and share content related to organizational processes. It is the perfect EDM/ECM tool to centralize unstructured content and manage its entire lifecycle.
Advanced capture
- Automatically capture data from various sources such as scanners, emails, network directories, web services, MS Office, Google Docs, Office365 and others.
- Transform records, paper documents and electronic files into business-relevant digital content using Optical Character Recognition (OCR) technology.
- Control all kinds of content including procedures, invoices, contracts, reports, drawings and videos, among others.
Secure and organized management
- Standardize security controls and protect your content from loss and misuse.
- Create different categories to classify, organize and facilitate the management of your documents.
- Automate document review and approval, e-signatures, and publication workflows.
- Monitor events such as viewing, printing, reviewing or deleting with a complete audit trail.
Easy content delivery
- Locate documents using any metadata such as code, subject or keyword, on your computer or smartphone.
- Receive automatic notifications for different events, such as approving a document or an approaching expiration date.
- Create executive portals using analytics tools. Get full visibility of patterns, trends and deviations, ensuring input for decision making and continuous improvement.
Optimized retention
- Say goodbye to piles of paper and all their limitations and inconveniences. But in case you still need the physical record, you can have organized control of hard copies.
- Standardize repositories in a database, controlled directory, or Amazon S3. Improve control and reduce legal and compliance risks.
- Establish temporality tables determining the period of custody of the document and its destination after this period.
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Content capturing and indexing
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Document centric workflows
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Digital signature
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Physical records management
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Audit trail
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Monitoring portals
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