MODULES
RECORDS MANAGEMENT (CORE)
THE CORE OF THE ABOX ECM SYSTEM
OPTIONAL: ABOXSIGNER - ELECTRONIC SIGNATURE PACKAGE
FEATURES
- management of users (active and passive users) and organizations
- management of user roles and groupings
- management of permissions for access to folders and documents, visibility control and metadata editing
- graphic configuration of the website and custom link manager
- powerful document search engine (simple and advanced), including attachment search
- multiple annexes in the document details sheet
- online viewer for multiple formats (pdf, pdf/a, office, tiff, jpeg, png, emails, audios and videos) and parallel metadata editing
- version management (numbering possible) and blocking of documents
- possibility of relating documents to each other
- document tagging using a self-manageable keyword dictionary
- basic workflow for 4-step documents: draft, pending, published and archived
- flexible management of folders/trays with possibility of automation by various criteria
- file management (documents organized in folders structured by doc. series)
- Basic workflows of filing, processing and closing of files (excludes archive)
- metadata management in all background entities, multi-format fields, multimedia, references, etc.
- closing and securing of folders/trays
- possibility to send document by link or by PDF to e-mails
- possibility of direct link to documents from any internal application (browser)
- annotations, marks, highlights within PDF files
- massive importer from CSV/Excel file (users, organization, folders, exptes, documents and metadata)
- user statistics and documents
- history of actions in documents, audit of critical user actions (logs)
- download of documents in ZIPs by dates and folders/trays