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Documentation Management

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DOCUMENT MANAGEMENT SYSTEM – DMS

Document management systems commonly provide storage, versioning, metadata, security, as well as indexing and retrieval capabilities. With the ever changing financial climate, technology and business requires a system that can evolve with the organisation which is crucial.

Now there is an increased requirement to comply with regulations, audit requirements, to integrate with other systems, even complicated and expensive mergers. Intenda’s DMS has been developed and built on our revolutionary Devolution Platform, this allows us the flexibility to take into account all of those eventualities, or as far as humanly possible.

 

  

FEATURES:  
  • Centralised Document/Template System
Virtual centralised location, document stores could actually be in many geographical locations.
  • 100% Browser Based
Supported Browsers are Chrome, Firefox, IE7 and above
  • Version Control
Documents checked out and changed will automatically be assigned a revised revision number when checked in.
  • Audit Trail
Ability to see when and who changed a document.
  • Virtual Folders
Ability to create virtual folders and sandbox (Personal area)
  • Naming Standards
Enforce Company naming standards if required
  • Store Any File Format
Any format of file can be loaded/stored
  • Scan Documents / Text Stripping
Documents scanned OCR (Optical character recognition) and text stripped allowing the same search functionality as a normal document.
  • Company templates logo replacement
Update your company logo in your master templates
  • Document Text Searching
Search for any text string within a single or many documents, Body or Title
  • Index-Field Searching
Search for the case or label assigned to the document
  • Wildcard Searching
You can’t remember the full word, then use *.wild
  • Search by Date
Search between dates or a specific date
  • Process/Approval Based
Documents can be approved before the next stage
  • Profile/Role Based Permissions
Users will only have access dependant on their role
  • Cloud Hosting Available
SAAS (Software as a Service), Cloud or behind your own firewall
  • Transactional Based Linking
Link with Accounting, Financial Applications, Communication System etc
  • Seamless integration capabilities
With the use of web services this allows the integration with 3rd party applications
  • Document Store Security
Document requests only accepted from IP defined server/s
  • Archiving
Admin defined, single server or many, within network or/and cloud
  • Maximum document and store size
User defined
  • Automated store creation on overflow
User defined


Example diagram of DMS