Overview
Framesoft Document Management (FDM) is a comprehinsive software solution for professional & global content and collaboration management. FDM is designed to streamline the process of managing documents in a digital environment, enhancing both efficiency and security in an organization. FDM allows managing all types of electronic content. Content can be easily stored, tracked & searched via fuzzy / AI based full text search or by assigning keywords automatically. FDM involves a set of tools to o create, manage, and store electronic documents in a centralized location, enabling easy access via multiple channels, retrieval, sharing, and collaboration.
Key Features
- Digital Storage
FDM provides a centralized repository for digital documents of any type. This allows for easy storage, retrieval, and management of documents. It includes hierarchical storage, which means documents can be stored in folders and subfolders, facilitating an intuitive and structured organization.
- Advanced Search Functionality
A robust and comprehensive search engine including fuzzy / AI based full text search and assigning keywords automaticall. This feature enables users to quickly locate documents based on various criteria such as keywords, content, author, date, and more. Optical Character Recognition (OCR) technology can be integrated to allow for the searching of text within scanned documents and images.
- Access Control and Security
Security features include controlled access to e-Files and documents. Administrators can set permissions at various levels, determining who can view, edit, or delete documents. This ensures that sensitive information is only accessible to authorized personnel. Additionally, audit trails are maintained for monitoring and compliance purposes.
- Version Control and Audit Trails
Version control ensures that the history of changes made to an e-File or document is recorded and accessible. This feature allows users to revert to previous versions if necessary and provides a clear audit trail of edits, which is crucial for compliance and regulatory requirements.
- Collaboration Tools
FDM facilitates collaboration through features like document sharing, simultaneous editing, and commenting. These tools enable teams to work together on documents in real-time, regardless of their physical location.
- Workflow Automation and Integration
FDM Workflow automation tools help streamline business processes by automating document-related tasks such as approvals, notifications, and routing. Integration capabilities allows FDM to work seamlessly with other enterprise software systems like Contract Management Systems, Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems, enhancing overall productivity.
- Compliance and Retention Management
Compliance features ensure that the document management practices adhere to industry standards and legal requirements. FDM can automatically manage document retention schedules, ensuring that documents are kept for the required periods and disposed of appropriately.
- Mobile Accessibility
FDM is accessible via mobile devices, allowing users to access and manage documents anytime and anywhere.
- Customization and Scalability
FDM can be customized according to the specific needs of an organization. Scalability ensures that FDM can grow and adapt as the organization expands.
- Cloud-based Options
FDM is also offered as a cloud-based Software as a Service (SaaS) solution, offering the benefits of reduced IT overhead, scalability, and remote accessibility.
These features allow users to control access to documents, track changes, and ensure compliance with regulatory requirements and industry standards. Furthermore, FDM helps any organization to reduce costs associated with paper-based processes, improve productivity, and enhance information security.
FDM supports the creation of the required organizational structures as well as managing of all types of electronic files (e-Files) and documents to be tracked, stored & searched via full text search or by assigning keywords configured on the basis of self-defined business rules.
Documents can be accessed, stored, or searched in FDM in many ways providing a complete FDM integration into the corporate’s business environment.
- FDM Browser Client (e.g., Google Chrome or MS Edge)
- Microsoft 365 Integration
- MS Outlook Integration
- Adobe Reader & Acrobat Standard / Professional Integration
- MS File Explorer
- Framesoft Scanning Solution (FSS)
- Forwarding e-Mails into FDM including feedback
- FDM Automatic Drive Loader
- Tight integration with Framesoft solutions
- Access via Web Services / REST API
Functionality
FDM provides a comprehensive set of functionalities for managing the corporation’s content such as:
- Flexible tree-based structure containing folders & e-Files (Collection of documents incl. substructures under a common profile)
- Dynamic (Document Type Specific) Document & e-File profile(s) with freely configurable set of attributes
- User, Group & Profile Administration based on the organizational structures
- Subscriptions - Notification about new / updated documents
- Direct Document Scanning incl. OCR
- Fast & flexible (full text) search
- Home screen incl. "Recently updated e-Files / documents"
- Document Version Management
- Document Linkage to internal / external sources
- e-Mail Attachment handling
- Fine grained authorization privilege system (access control) to manage access to (single) folders & documents
- User based selection of displayed e-File & document profile information incl. sorting, grouping, filtering of information displayed
- Paging of e-file / folder or search results
- Send out documents via e-Mail
- MS Excel based reporting
- Framesoft Data Insight (FDI) integration for in-depth data analysis & ad-hoc reporting
- Personal bookmarks
- Quick Check-in
- Copy or move document(s)
- Document Preview
- Reminder and expiry functionality
- Document Compare functionality (via Workshare)
- Rule based integration of external documents including metadata via REST or Web Services (XML / SOAP)
- Workflow Support
Additional client specific software modules can be smartly developed and integrated into FDM.
FDM is seamlessly integrated with all Framesoft products such as
- Framesoft Contract Repository (FCR)
- Framesoft Document Generator (FDG)
- Framesoft Structured Products (FSP)
- Framesoft Fee Management (FFM)
- Framesoft Confirmation Generator (FCG)
- Framesoft Legal Matter Management (FLM)
supporting a seamless document storage & archiving of execution copies, correspondences, publications and results of negotiations, etc..
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