Document Manager - Data capture, intelligent indexing and automated workflows with built-in compliance and business integration
CENTRALIZED DIGITAL RECORDS FOR EASE, EFFICIENCY, COMPLIANCE AND ASSURED ROI
Document Manager enables any department in any industry sector to digitize and manage documents with maximum efficiency. Or, implement to enjoy cross-departmental, company-wide access to centralized data. Our flexible, scalable system enables you to boost productivity, reduce costs and advance your business goals.
Document Manager – big benefits
Centralize data, minimize manual work, and pre-configure search and retrieve functions to increase the value of your teams’ work.
- Capture and index data from incoming documents
- Automate workflows, approvals and internal controls
- Digitize to minimize data entry and human error
Centralize data for efficiency and collaboration - Empower knowledge workers to work effectively
- User dashboards with saved searches and visual prompts
- Report in real-time for QA, management and auditors
- Measurable time and cost reduction by up to 80%
Effective data entry at the start of every business process
Ingesting data properly ensures that each successive step in a business process is quick and simple to manage. Document Manager provides you with multiple ways to ingest documents and data, quickly and accurately. Watched folders can be employed to receive emails, strip attachments and OCR capture data at header or line level. Document Manager’s workflow engine ensures that documents are always seen and approved by the correct person in your organization, which eliminates bottlenecks and boosts customer satisfaction. Our batch capture tool enables you to collate information from multiple locations and overcome problems associated with unstructured data.
Records control from capture to purge
- Access control – rules-based and self-service
- A single point of storage, merge, communication and encryption
- Built-in GDPR compliance and embedded company protocols
- Automated data retention and deletion
Enjoy significant benefits in terms of workflow efficiency, access, security and compliance.
Document Logistix award-winning software, Document Manager, can be fully integrated with most business systems.
Document Manager enables organizations to store documents and data in a secure, cross-departmental central hub, to avoid risks of duplication, loss, interference and unlawful data retention.
The system allows administrators to manage and closely control data access levels. Each system user can be restricted to access only the information they need to perform their job.
A clear interface for administrators and staff
Predetermined workflows are crystal clear to managers and staff in intuitive dashboards. No programming skills required: build searches, sort, order, run queries, assign permissions, locate missing documents and data gaps, and customize to suit the needs of individuals and the department.
Simple sidebar tools allow you to add notes, image and text stamps, annotations, and to redact (hide) sensitive information from unauthorized staff.
Simple set-up to mirror the way your company works
You can set up Document Manager to reflect your company policies and preferred ways of working. Staff dashboards show ‘my work’, which can be tailored easily to pin regular searches and speed-up common tasks.
Compliance is built-in
Each document is assigned the required retention or purge period as it is captured, so information is automatically retained or deleted according to industry and legal compliance requirements. Check-in and check-out functions mean that you can track potential risks of error, nuisance or malice. Data is encrypted to prevent wrongful access, while output options include double-zip and password protection to ensure information remains secure outside of your business environment. All compliance features are underpinned and supported by a full document level, time-stamped audit trail, which means all activity in the system is logged, stored and linked to the specific document.
Preview, review, annotate, redact: a full range of sidebar tools.
Dashboards and Saved Searches
Document Manager allows each user to create and amend their own dashboards. ‘Saved Searches’ are displayed as buttons that have visual prompts and can be set to traffic light issues in any business process. The number of documents in process can be green up to a predetermined threshold, then red if the limit is exceeded.
Users can create saved searches very easily, with no specific IT expertise.
Searches can be used to show the status of any document type, including the number of days in process, which approvers have which documents, and any other search that uses the data stored in Document Manager. The search feature is a really simple and cost-effective alternative to other BI-based options, as well as being a feature that saves significant time for daily monitoring routines.
Clear, customisable dashboards provide at-a-glance workflow visibility.
Never fear time-consuming, resource-sapping audits. Make the most of BI tools.
Every event in Document Manager is recorded and time-stamped. Comprehensive, up-to-date management, transaction and status reports are always available. Users of Document Manager are able to produce accurate reports and accounts to fulfil internal quality audits and the most demanding external financial statements, operational and compliance audits. Business intelligence tools generate business insights.
Integrate with business-critical systems
Standalone systems can lead to duplication of effort and wasteful inefficiency.
Integrating business systems enables companies to streamline resources and maximize the value of data.
Document Manager provides a secure, reliable centralized information hub accessible by multiple departments to empower people working in any role to be their most productive.
Plus, at times of expansion, regulatory change, merger or acquisition, Document Manager adapts to meet new requirements.
Document Manager is future proof
As your needs change, Document Manager adapts to meet new requirements. At times of expansion, changes in regulation, merger or acquisition, Document Manager stays the course with you.
Document Manager is used by:
Departments: AP, HR, Customer Services, Procurement, Production and Compliance
Industries: Insurance, Legal, Logistics, Manufacturing, Education, Housing, Retail, Hotel and Leisure, Construction, Law Enforcement, Government and Not-for-Profit.
Read our case studies to see how we have helped business like yours, or get in touch for the latest news about AI-powered document management and workflow automation.
