EDM software Key points Multi-folder management Concept of public/private/system folders Specific settings for each folder Search and informative criterion functions Manage chapters and sub-chapters Tree structure view of documents Concept of internal/external documents Create shortcuts and aliases to external documents Edit documents in decentralised mode Use search criteria Associate documents and attachments Search by criteria or keywords (tags) Full text search Automatic archiving from a scanner Configure destination folders Configure search criteria (keywords) Archiving from the Proginov ERP Documents generated by the Proginov ERP system (quotations, delivery notes, invoices, etc.) View archived documents from the ERP system Deferred document archiving Concept of pending documents Document history Store different document versions Traceability of changes to folders and documents View document properties View histories of actions on files (view, modify, print, delete, etc.) Recycle bin management Customised document lists Configure columns Dynamic colour change depending on the column values Security and access rights to documents Rights by location and rights by user/group Email/fax documents Compression options Import multiple documents based on criteria Document statistics Distribution by EDM criteria (customer, type), by the document creator, by date, etc. Pre-saved Word templates Integration into the environment Add external documents: Microsoft© Office suite, Windows, etc. Automatic import (with batch confirmation) of documents from other applications, scanned documents, etc. Export by document or directory Event-driven alerts (workflow) on EDM actions (document creation, modification, etc.) Copy & paste for integration into a Microsoft Outlook® message Windows shortcut to an EDM document Automatically generate CRM events Manage user help folders Web access to the EDM (from the Proginov CMS) Download documents or compressed folders Send documents by email Group several documents into a single email Search contacts (access to the ERP contact database) Create documents Trace actions (view, download, modify, etc.) Dynamic full text search on authorised documents Multi-criteria search Discussion forum: post messages with attached documents Share internal and external documents according to the rights defined in the ERP system ERP Integration View documents in the Proginov ERP files EDM component on the Proginov ERP portal Insert items from the EDM system (logos, terms and conditions, attachments for an email, etc.) in ERP documents
