Document Management Software Features and Benefits

 

 Capture documents from virtually any input device in any location

  • Centralized storage accessible from widely distributed locations
  • Easily import/save documents from applications and file systems
  • Automated indexing—advanced OCR, barcodes, Regex pattern matching, formatting
  • Embedded browser-based high volume scanning
  • Smart text extraction and evaluation of data from content

Easily create and edit content driven workflows using a drag and drop technology

  • Create custom rules to process and route content for approval
  • Distribute items automatically based on business conditions
  • Receive real-time notification of workflow alerts and information
  • Monitor progress through the workflow dashboard
  • Complement existing business applications and technologies

Track document versions through multiple revisions

  • Work collaboratively with multiple editors
  • Audit trail for all revisions—editors, order of changes and record of saved versions
  • Assign user access and document “states” for secure editing
  • Store unlimited number of revisions
  • Latest version clearly identifiable
  • Create historical record of changes made with comments

Retrieval has never been easier with powerful context searching

  • Automatically perform the most commonly used searches (text, field, annotation and name) from a Google-style toolbar
  • Use simplified auto-complete or structured Boolean search
  • Search the contents of the entire repository in seconds
  • Using “Fuzzy” searches easily locate documents that sound similar

Cloud-based content driven process automation and collaboration provides secure and reliable service

  • Rid your organization of upfront costs associated with its servers
  • Easily access and update information wherever you are, rather than having to run back to the office
  • Deploy on-premises if needed for even greater flexibility—same great software

Workflow-enable your smartphones, tablets, and notebooks

  • Instantly access key information
  • Participate in content workflows
  • Extend collaboration to users on-the-go

Granular permission settings in documents, inboxes, folders, workflows, and retention policies meet or exceed compliance requirements

  • Grant access to documents based on user permissions
  • Organize all enterprise information in a secure, central repository
  • Utilize Audit Trails to meet compliance requirements
  • Protect your data with secure encryption
  • Deliver a Single Sign On experience through Active Directory/LDAP integration

Easily apply and automatically enforce document retention policies

  • Set document disposition to auto-destroy or place in review folder
  • Easily and instantly apply document freezes when necessary
  • Save time while easily complying with legal or organizational retention requirements

 

 


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2,000 World-Class Organizations Trust DocStar for Document Management and Automated AP Solutions

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From Our Customers

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“The custom workflows are one of the best things in DocStar AP Automation—really powerful. This is pretty much the coolest system we’ve ever implemented.”

Neil Baier, VP of Finance

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Information Sheet

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