Available Now. Document Manager 5 A new way of working

Transcription

1 DOCUMENT LOGISTIX M A K I N G W O R K F L O W The right document management software for your business. Available Now. Document Manager 5 A new way of working

2 LOGISTIX DOCUMENT M A K I N G W O R K F L O W INTRODUCTION Document Manager 5 (DM5) is available today with new advantages delivered in HTML5 for users of Document Logistix s existing Web and desktop Document Manager solutions. DM5 has smart, rich functionality right now, with some great business tools coming very soon (Q1 2015), which include a dynamic graphical Workflow Designer. The Workflow Designer enables users to: visualise workflows, create workflows using drag-and-drop, share prototype workflows with colleagues, debate, change and agree rules-based checkpoints, create and implement final workflow versions incredibly easily! One of the advantages commented upon by the people who have seen DM5 in action is the ability to see pinned tasks that require your attention, in a dashboard, as soon as you log in. This functionality replaces the need to load and run multiple saved searches and view exceptions. Tasks remove themselves once resolved, with annotations and comments, which makes actions clear to all stakeholders and creates action audit trails for clarity down the line. Users of the DLX Silverlight version (DM 2011) will experience a big increase in speed and ease of use. Desktop users should consider going web-based for easier deployment that overcomes the need to install on each local workstation. DM5 will evolve into the single web solution for Document Logistix s Document Manager over time

3 OVERVIEW Document Manager 5 (DM5) is a web-based application of Document Manager designed to either work in conjunction with existing on-premise installations of Document Manager Enterprise edition version 2.7 or later or as a hosted/managed service. Using HTML 5, it is designed to be both functional and easy to use while providing compatibility with a wide range of devices and operating systems, including PCs, Tablets and mobile phones. In addition, it provides the necessary services to support DM Mobile for iphone. DM 5 presents a new way of using Document Manager, is feature rich and provides a pleasant, responsive user experience. HTML 5 is widely recognised as the industry accepted standard and is being supported by all leading hardware and software vendors. It allows rapid development of functionally rich content that will work on a wide range of devices. A NEW LOOK AND FEEL We had a complete rethink when designing DM5 and at every stage of development we have considered what our users will want from the product: ease of use, intuitive interfaces and uncluttered screens that optimise available space. DASHBOARD When users first login they are presented with a list of predefined searches that tell them, without having to search and look, whether there is anything requiring their attention.

4 In addition we know that users frequently work on the same set of issues, so we provide quick access to recently used documents, folders and even the ability to repeat recent searches. Where users are performing the same searches repeatedly these can be made available on the dashboard for quick access. SIMPLE BUT POWERFUL SEARCH Searches are easy to create, yet can be complex without being complicated. Simply define the criteria from the guided drop-down selections. Combine multiple conditions with AND / OR logic and run the search.

5 DOCUMENT VIEWER The document viewer dynamically hides the toolbars to make best use of available screen space, but super-imposes them when needed. Annotation tools can be used to highlight, redact (part hide), stamp or comment on the document. FUNCTIONALITY Not all the functionality of the 2.7 desktop client exists in DM 5 yet, at the current release of 5.2 the functionality available includes the following (* indicates new functionality not available in other versions of Document Manager): Login Optional Active Directory support and Single Sign-on Password reset feature for forgotten passwords. Change Password Search Saved Searches save search criteria for later re-use Share Searches with other users / groups Dynamically prompted saved Searches (Invoice number etc ) Favourite Searches quick access to frequently used searches Search for Documents or Folders * Pinned Searches (Auto-Run and Refresh and show no. of results) * Combination of Criteria using AND / OR and Grouping * Search more than one drawer at a time * Remember recent searches (most recent list) * Audit use of Searches WHY WAIT BOOK A DEMO GET IN TOUCH WHY SO WAIT WE CAN BOOK SHOW A DEMO YOU HOW, GET CALL IN TOUCH NOW SO UK: WE +44 CAN (0)1908 SHOW YOU 366 HOW, 388 CALL US: +1 NOW (512)

6 Workspaces Create collections of working documents as a workspace * Audit Workspace Access Share Workspaces with other users /groups Modify Indexes & Permissions Modify Document indexes Modify Folder Indexes Assign document / folder level permissions Document Actions Open /View Modify Indexes (* View parent folder indexes when modifying document indexes) * View the DM 5 Clipboard contents (what document(s) are on it) Modify / Set Permissions Delete Cut / Paste / Copy to move or copy documents and references Find All Versions of same Document Find all other references to the same document (in other folders / drawers) Open parent folder for a document (in a search result list) Add to a Workspace Print (generates a PDF for printing of image documents) Export select a range of pages and file format View Audit Folder Actions Modify Indexes Modify / Set permissions Delete View Audit Find parent folder ( of sub folders)

7 Documents can be ed (requires SMTP mail server ) Can defined DM users or non DM users (smtp mail address) Send a reference ( Hyperlink URL ) to the Document * Select file format when sending image documents Send the document as a file attachment Send image documents with or without annotations Document Creation Import Documents into Existing Folders Select files from the workstation Drag-Drop files from the workstation Merge multiple images into one Document Define the order of pages being imported Document Preview Show or Reveal the document preview (slide in from the right) Preview MS Office Documents (optional license feature) Document Viewer Allows view of Image documents and MS Office Documents (optional license feature) * Document Notes Thumbnail View Pan/Zoom/Best Fit Rotate Annotate Highlight, Sticky Note, Redact, Text Stamp, Image Stamp, Text, Elipse, Box, Line Set permissions View Audit Delete Change Colour

8 User Preferences Max No. of results (Records) displayed per page Show all versions or Latest version only Default Search criteria to Equals or Contains Warn before opening documents that are URLs Hide fields relating to Document Retention Show indexing dialog when copying or Moving Documents MS-Office Addin Documents can be saved to DM5 from the MS-Office applications Outlook, Word, Excel, PowerPoint, Publisher, Project Compatible with MS Office 2000 to 2013 Other Screen layout will vary depending on type of device / size of display Touch gestures are supported on Tablet / Phone devices * Show release notes for program versions Key Features not currently available in DM 5.2 Folder Creation Workflow (expected by Q1 2015) Check in check out Version Control Document Scanning SERVER SYSTEM REQUIREMENTS Any Windows OS (32 or 64 bit) supporting.net Framework v4.52. At time of writing this includes Windows 7 SP1, Windows 8, Windows 8.1. Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2. For up to date HTML5 browser compatibility refer to Microsoft Internet Information Server (IIS) 7. 4GB Ram, 1GB Available disk space, 100 Mbps Network interface.

9 CLIENT (BROWSER) REQUIREMENTS DM5 should work on any Web Browser supporting HTML 5. DLX develop and functionality test with Internet Explorer 9, 10, 11, Google Chrome 36 and Safari on Windows 7, Windows 8, ios ( iphone and ipad all models) and Android[Samsung Galaxy/Google Nexus]. For up to date HTML5 browser compatibility refer to DATABASE REQUIREMENTS Microsoft SQL Server with a Document Manager 2.7 or later database installed. MS-SQL Server 2005, 2008 or 2012 (Recommended). SQL Server Express can be deployed but has some limitations (size, performance etc ). Check the Microsoft Licensing requirements if your Web Server will be public facing (not just publishing internally to your organisation).

10 DOCUMENT LOGISTIX M A K I N G W O R K F L O W The right document management software for your business. WHY WAIT BOOK A DEMO AND SEE FOR YOURSELF HOW WORKFLOW CAN BE TRANSFORMED Even though a system may be getting clunky or even costly, businesses sometimes put off change because it feels difficult or potentially disruptive. Document Logistix would like to demonstrate to you that adopting document management is straightforward, dramatically improves workflow, results in better customer and staff satisfaction and delivers a fast return on investment. GET IN TOUCH SO WE CAN SHOW YOU HOW, CALL NOW. UK: +44 (0) US: +1 (512) Document Logistix UK 8 Copperhouse Court, Caldecotte Milton Keynes, MK7 8NL t: +44 (0) f: +44 (0) Document Logistix LLC - United States Austin, TX (US HQ - Document Manager) 3616 Far West Boulevard Suite Austin, TX t: +1 (512) f: +1 (512) e: info@document-logistix.com w: