26
1 SoftAge Information Technology Ltd. : Confidential 13 January 2015 eDMS Secure web-based application to scan, upload, save and manage the documents.

SoftAge eDMS

Embed Size (px)

Citation preview

Page 1: SoftAge eDMS

1

SoftAge Information Technology Ltd. : Confidential13 January 2015

eDMSSecure web-based application to scan, upload, save and manage the

documents.

Page 2: SoftAge eDMS

2

SoftAge Information Technology Ltd. : Confidential13 January 2015

eDMS Solution…

Document are

processed and

stored

systematically

Dynamic workflow

of documents

Storage in

encrypted format,

space management

Cost reduction,

eliminating

redundancy,

avoiding conflicts

and data loss

Electronic document

management system (eDMS)

is a web based application

through which a user can

scan, upload, save and

manage the documents.

Page 3: SoftAge eDMS

3

SoftAge Information Technology Ltd. : Confidential13 January 2015

Quick Factsheet - eDMS

eDMS Quick Fact Sheet

Languages English

Operating System Windows XP or Higher

Frontend NET Framework 4.0, Asp.Net, C#

Backend Database MS SQL 2008

Scanner Compatibility All Twain driver units

File Type Storage All type of files

Internal Viewer JPG, bmp, png, PDF

Search and Retrieval content search, index fields search

Scan Single or multiple pages scan in JPG, Tiff and PDF format

Upload Single file or bulk upload

Workflow Rules Based Workflow

Form creation Dynamic form creation

Other options Email, Download, View, annotations, zoom in, zoom out, checkout, check in

Page 4: SoftAge eDMS

4

SoftAge Information Technology Ltd. : Confidential13 January 2015

eDMS Framework

Login

Dashboard

Documents

Settings

Statistics

Administrator

Search

Workflow

Help

Login, Change Password.

Space Management, Activity log, Recent Activity, Most frequent

user, Workflow documents, Checkout files, Top Downloads.

Documents Scan, View, Edit, Open, Download, Upload.

Profile Settings, change of Profile Picture, Name, Contact

Number, Email, Fax and Address.

Provides detail view of memory space used by user.

Register & Manage Group and Users, Audit Trail, Create Form,

Create Workflow, Status Reports.

Quick Search, Advanced Search.

Workflow defines process of form to be approved by Admin. And

provide details for Inbox, Sent, Apply.

Send Feedback, Contact the Technical Support for Feedback,

Query and Complaints on the Feedback Form.

eD

MS

eDMS Modules Functions

Page 5: SoftAge eDMS

5

SoftAge Information Technology Ltd. : Confidential13 January 2015

eDMS Step Wise Process

Page 6: SoftAge eDMS

6

SoftAge Information Technology Ltd. : Confidential13 January 2015

Login

This module provides user to create login and password. User can reset the password if required.

Page 7: SoftAge eDMS

7

SoftAge Information Technology Ltd. : Confidential13 January 2015

DashboardThe Dashboard is the one-stop shop for eDMS users to view, track, action and measure all workflow tasks. Any online task that has

been hooked into the workflow system will be searchable from within the Dashboard. The widget includes: Space Management,

Activity log, Recent Activity, Trash Update, Top Downloads, Document Activation, Document Rejected Reason, Most

frequent user, Workflow documents, Checkout files, Document approval.

Page 8: SoftAge eDMS

8

SoftAge Information Technology Ltd. : Confidential13 January 2015

Documents - Scan

This module enables user to scan physical documents to generate high resolution digital images. It contains all the

functions for scanning and indexing, including full version control. The scanned images are then uploaded in the software.

Page 9: SoftAge eDMS

9

SoftAge Information Technology Ltd. : Confidential13 January 2015

Documents - View

This module enables user to view, open, edit, email, delete, upload and download the documents. User can edit the image

by adding sticky notes and blackout on the image and save it. User can upload file directly and through bulk uploading.

Edit

Delete

Download

Upload

Email

Open

Page 10: SoftAge eDMS

10

SoftAge Information Technology Ltd. : Confidential13 January 2015

Settings

This module enables a user to view profiles, change profile picture, name, contact number, email, fax and address.

Page 11: SoftAge eDMS

11

SoftAge Information Technology Ltd. : Confidential13 January 2015

Search

Files can be easily searched for downloading or for viewing in pdf or image format. Authorized user can set retention period if

required. eDMS search module involves- Quick search for searching files with keywords or content and Advanced search to search

files or folders by entering details in more than one field.

Edit retention period of file

Download Open

Edit retention period of file

Download

Open

Page 12: SoftAge eDMS

12

SoftAge Information Technology Ltd. : Confidential13 January 2015

Administrator – Register & Manage Group

This sub module enables user to register and manage the group in the workflow system. Admin has the right to edit and

deactivate the group and even change the group admin.

Page 13: SoftAge eDMS

13

SoftAge Information Technology Ltd. : Confidential13 January 2015

Administrator – Register & Manage New User

This sub module enables to register and manage the users in the workflow system. Admin has the right to edit and

deactivate the users in the group.

Page 14: SoftAge eDMS

14

SoftAge Information Technology Ltd. : Confidential13 January 2015

Administrator – Create Form

This sub module enables the admin to create form by entering name and descriptions of form and add various controls.

Page 15: SoftAge eDMS

15

SoftAge Information Technology Ltd. : Confidential13 January 2015

Administrator – Create Workflow

This sub module enables the admin to create workflow of the new form created. Process name and description is entered

and authorized user group is assigned.

Page 16: SoftAge eDMS

16

SoftAge Information Technology Ltd. : Confidential13 January 2015

Administrator – Audit Trail

This sub module enables the admin to download and view the audit log of all users by entering the date range. The audit

report in pdf will be displayed. The report can be downloaded in pdf or excel format.

Page 17: SoftAge eDMS

17

SoftAge Information Technology Ltd. : Confidential13 January 2015

Administrator – Status Reports

SoftAge eDMS offers various kinds of reporting which make the process clear and tracking of documents becomes simple and

accurate. Admin can download User Status Report for active user, inactive user and activation pending. File Status Report

tracks details of deleted , uploaded, downloaded and recently added files

Page 18: SoftAge eDMS

18

SoftAge Information Technology Ltd. : Confidential13 January 2015

Statistics

This module gives a detail view of memory space used by user. In case of folder, the option of more details enables to

have the sub files and folder of that folder.

Page 19: SoftAge eDMS

19

SoftAge Information Technology Ltd. : Confidential13 January 2015

Workflow

It defines the process of form to be approved by authorised members at multiple levels if required. Admin is only authorized to

create workflow process for the created form. Workflow provides folder details of INBOX to check if any form is pending; SENT to

check if any form is send for approval and APPLY for any form which is created by admin.

View

Page 20: SoftAge eDMS

20

SoftAge Information Technology Ltd. : Confidential13 January 2015

Help - Feedback

This module enable user to send feedback or contact the technical support by selecting the option of feedback, query and

complaints on the feedback form .

Page 21: SoftAge eDMS

21

SoftAge Information Technology Ltd. : Confidential13 January 2015

Why eDMS?

Page 22: SoftAge eDMS

22

SoftAge Information Technology Ltd. : Confidential13 January 2015

Image Processing Features

Index before or at time of

scan with the option to

create multiple subfolders

Multi-page scanning as

well as bulk import in all

formats available.

Retention Period, of files is

maintained.

Page 23: SoftAge eDMS

23

SoftAge Information Technology Ltd. : Confidential13 January 2015

Customized image operation options

All image formats

supported : TIFF, Editable

PDF, JPEG, BMP, PDF etc.

Image Operation, rotate

left, rotate right, zoom-in,

zoom out, blackout and

add sticky.

File Operation, edit,

restore, delete, check-out,

check-in, move, email,

download, send for

approval.

Page 24: SoftAge eDMS

24

SoftAge Information Technology Ltd. : Confidential13 January 2015

Impenetrable Security

256 bit security layer

wrap, to protect your data

Two-level password

authentication, for

individuals and groups

SMS/Email alert whenever

documents accessed

Page 25: SoftAge eDMS

25

SoftAge Information Technology Ltd. : Confidential13 January 2015

Set hierarchy of user

access through rules

based workflow

Impenetrable Security

Comprehensive audit trail

and log of all activity by

every user. Export logs in

various formats

Unique file extension

security to prevent

unauthorized access of

data

Page 26: SoftAge eDMS

26

SoftAge Information Technology Ltd. : Confidential13 January 2015

Thank YouFor more details drop a CorpMail at [email protected]

Or call +919811428984