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Overview

Legal or regulatory requirements (e.g. Sarbanes-Oxley Act or Basel II) or simply business needs require an easy and safe storage, archival and exchange of an ever-growing quantity of documents and content of different of types, such as e-Mails, faxes, correspondence, plans, electronic documents, websites, etc..

Framesoft Document Management (FDM) is a software solution for professional content management. Content can be stored in FDM and retrieved from FDM in various ways.  

It allows 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 multiple ways providing a complete FDM integration into the corporate’s business environment.

Documents can be stored and accessed in FDM via multiple ways: 

  • FDM Internet Browser Module (e.g. MS Internet Explorer)
  • MS Office Integration Module (MS Word, MS Excel, MS PowerPoint)
  • MS Outlook Integration Module
  • Adobe Reader & Acrobat Standard / Professional Integration Module
  • MS File Explorer (via FDM Virtual File System)
  • Framesoft Scanning Solution (FSS)
  • Forwarding E-Mail into FDM including response
  • FDM Automatic Drive Loader
  • Tight integration with all other Framesoft solutions
  • Access via Web Services

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 & e-File profile(s) with freely configurable set of attributes
  • Comprehensive User, Group & Profile Administration based on the organizational structures
  • Subscriptions - Notification about newly checked-in / updated documents
  • Direct Document Scanning into FDM incl. OCR
  • Fast & flexible (full text) search for documents, e-Files & folders using state-of-the-art search technology
  • Direct Document Scanning Solution incl. OCR
  • “Recent” screen with access to [All]/[My] recently updated or checked-out e-Files and documents
  • Document Version Management - access to document history
  • Document Linkage to internal / external sources
  • e-Mail Attachment handling
  • Fine grained authorization privilege system (access control) to handle access to (single) folders & documents
  • User based selection of displayed e-File & document profile information as well as sorting, grouping, filtering of information displayed (saved in user’s profile)
  • Paging of e-file / folder or search results displayed
  • Send out documents stored in FDM via direct E-Mail link
  • MS Excel based reporting and printing
  • Reporting Generator for enhanced data analysis
  • Personal bookmark creation for documents,  folders & e-Files via drag & drop functionality
  • Drop Zone” for inserting documents into FDM via drag & drop functionality
  • Directly copy or move selected document(s) from one FDM folder to another via drag & drop feature
  • Document Preview
  • Reminder and expiry functionality
  • Document Compare functionality (via Workshare)
  • Rule based integration of external documents including metadata via Web Services (XML / SOAP)

Additional software modules (e.g. New Laws, External Counsel Assessment, Treasury DB, Client Portfolio Management, Static Data or Knowledge Management or other modules) can be smartly developed and integrated into FDM seamlessly.

FDM is seamlessly / tightly integrated with other Framesoft products such asFramesoft Contract Repository (FCR), Framesoft Document Generator (FDG),Framesoft Structured Products (FSP),Framesoft Confirmation Generator (FCG),Framesoft Financial Research (FFR), Framesoft Resource Management (FRM)as well asFramesoft Legal Matter Management (FLM)allowing the archiving of execution copies, correspondences, publications and results of negotiations and business flows.