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electronic document management
you
by portal doc is an integrated solution for document management and workflow
that supports process do materialize ation
and it has been developed for companies or institutions
but feel the need to have the document management embedded in their
communications network
with a quick learning curve by portal doc is simple and intuitive and it is
accessible from a web browser
but more than a document management application
I portal doc is at the same time an application that manages business
processes
why because there are no important documents in the company or institution
that do not have an associated process and there is no process without several
associated documents
electronic document management and process management applications
cannot be separated here is where the journey begins
you can log in with your Active Directory credentials
are with IP brick cell dabbed
as you can see when we lock in a window pops up showing immediately are pending
actions
integrated with email all love this documents are running their workflow
and at this moment the bending actions are assigned to me
let's return to the initial view on the left side
we find the document hierarchy a bomb we see the available menus
and on the top right three types have search
a quick search and advanced search and a search by email
in the advanced option you can combine several meta data like
electronica document management tight often introduction dates and other
let's see an example entity
IP brick document tight received letter
search city is slim for example
as you can see you can find several documents related to city a slim
and if you want you can open it'll save him
now let's take a look to a specific process by clicking on the commercial
folder
under this folder we will find several sub folders
each one containing specific documents like
budgets price lists proposals
and so on by clicking on the proposal some folder
we will access all proposals inserted during that year
some already on their final stage that means that the documents workflow
reached its end and some still undergoing process
bucks let's take an inside look at one of these documents
and that the information we can obtain with this powerful tool
if we just place the mouse over the place info icon
we can already visualize a summarized information about the document
but if we click on the Thaicom a new window pops up with more detailed
information
here we can view the documents meta-data
life entity contact
document type: workflow revision
code value offer
dayton's description
physical storage location if there is any
directories and keywords
by clicking the File tab
a box to open or save the document is prompted
here we can find all the documents related to %uh process
like price lists all budgets
among other documents that are relevant to the process
let's take a look to another tab if we use the tag
wrath plus proposal code in the subject
all body of an email it will be captured by our portal doc
and attached here you can also look up the revisions History tab
to view the earlier versions of a document the application managers
document revisions
and assures that the version we access first the one that prompts when clicking
the File tab
is the most up-to-date on this tab we can view the workflow in its graphic
electronic document management formats
allowing us to easily understanding which stage document is
and through which stages the document has already passed
by accessing the chronological scheme tab we can view even more detailed
information
like dates comments stakeholders
who has executed a specific action boy who has
but pending action on this last time we can be easily access the pending actions
and view to whom they are assigned to now let's take a look
at another workflow they received letters workflow
this folder is organized by year month and day
we will take a look at the scanned document that entered automatically the
workflow
notifying the user is responsible to execute a specific action
the user receives an email in his inbox
requesting to execute in action regarding the new document
so the first action will be to classify the document
select the entity and the title love the document
click Modify and we will be automatically directed
to the next step the next step is to forward the letter to the addressee
right any relevant comment select the user
bore several users you want to forward the letter to
and click Forward once I have forwarded it to myself
the window read letter shows up in my right pane
we can view the scanned letter and on the left pane
I can decide to archive the letter for forward to other user
let's archive them another feature that I want to share with you
to finish this presentation his mail archiving
what I portal doc you can register all your received and sent emails
the advantages access to an important email
or document in another user's email box
access an email from an ex-employee access to a deleted email
I hope that you enjoyed the presentation we are at your disposal
to present a few other functionalities from document management
by portal doc thank you
the mall hey
electronic document management