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Document
and File Management
Functional
Summary
Document management, or more generally file management, means using an
information system to catalog and store documents. Waypoint enables you
to catalog and manage all internal documents in their native file formats.
Scan all client source documents and convert them into PDF formats. Bar
code hardcopy-only documents and other knowledge resources and add them
to the catalog too. Store files for Assets, Customers, Employees, Vendors,
Events, Projects and a general-purpose knowledge base. With the knowledge
base you can track technologies, governmental regulations, marketing collateral,
etc. Our document management system insures both security compliance and
access auditing. All standard document management functionalities are
supported.
Case Studies
A regional law firm provides estate planning documents for hundreds of
clients each month. Typically, more than one lawyer and paralegal touch
each document. Clients often provide source documents. With our system
users can scan all incoming source documents and automatically convert
them into the PDF format easily readable from any workstation with the
free viewer provided by Adobe. Every document, both icoming and outgoing,
is cataloged and searchable. Remote attorneys can access any file. Remote
paralegals can add new documents so that downstream attorneys can access
them for review.
Advanced
Functionalities
We've added a number of more subtle system behaviors that save time and
make the lives of users easier.
* Scan documents and convert them into PDF files with an embedded utility
we provide.
* Track file checkouts and block simultaneous edits.
* Discriminate between access for edits and read-only access.
* Track and locate hard-copy documents via bar codes.
* Enter searchable keywords for each document.
* Check out a file for edit, and return changes as a new version.
* View version history and rollback to a prior version as needed.
* Separate out any version into an independent file with a new file name.
* Archive files to keep current file lists managable.
* Search entire file repository a dozen different ways.
* Single click to launch an email with a file already attached.
* Single click over to the Job Engine to distribute the selected file
to a larger audience.
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