Document Management Software That Puts Your Information to Work
Everything You Need
to Manage Your Documents
Document management is more than simply storing files. A modern document management system helps organizations control information throughout the entire lifecycle — from the moment a document enters the organization through its final retention or disposition.
Capture
Bring information together regardless of where it starts.
Capture documents and information from scanners, email, electronic files, network folders, imports, electronic forms, and other business applications. Centralizing information at the point of capture reduces manual handling and creates a consistent starting point for managing documents throughout your organization.
Index
Turn documents into organized, usable information with AI.
Artificial intelligence can help identify, classify, and extract important information from documents as they enter the system. AI-assisted indexing can capture names, dates, invoice numbers, vendors, document types, and other key data. This metadata improves consistency and makes information easier to search, retrieve, and automate.
Store
Keep business information secure, centralized, and controlled.
Store documents in a secure, centralized repository designed to protect sensitive information and support your organization’s compliance requirements. Role-based permissions, access controls, document history, and audit capabilities help maintain control over who can view, modify, and manage information.
Find
Find the information you need — without digging through folders.
Quickly locate documents using metadata search, full-text search, or a combination of both. Search by customer, vendor, invoice number, date, department, document type, or other indexed information — or search the actual content contained within documents.
Route
Put documents and tasks in the right hands automatically.
Workflow automation moves documents, information, and tasks through defined business processes. Documents can be routed for review, approval, exception handling, or other actions based on business rules, while notifications and workflow status provide greater visibility.
Retain
Automate the document lifecycle with retention policies.
Retention policies help ensure documents are kept for the appropriate amount of time based on document type, business requirements, and established records-management policies. Automated retention can identify documents that have reached the end of their required retention period and initiate the appropriate disposition process.
Turn Information into Actionable Results
Save Time
Automate manual processes and reduce paper-based workflows.
Improve Collaboration
Get the right information to the right people faster.
Strengthen Compliance
Protect sensitive information and support regulatory requirements.
Increase Productivity
Streamline processes and keep information moving.
One System.
The Complete Document Lifecycle.
From initial capture and AI-assisted indexing to secure storage, search, workflow, and automated retention, document management provides a centralized approach to controlling business information.
The result is less manual work, faster access to information, greater process visibility, stronger information governance, and more efficient business processes.
Ready to take control of your documents?
What is Document Manager?
The most valuable, comprehensive archiving and document management solution available.
Document Logistix Document Manager provides a centrally managed storage system that tightly integrates with a collection of special modules used to capture and retrieve documents, which provides flexibility to tailor your document management to meet your requirements. Document Manager is a powerful system that goes beyond the conventional capture and storage of documents. It centrally manages the flow of documents throughout your organization while also maintaining constant document and user security by controlling who can see which documents and what functions are allowed. Linking the document manager with existing systems provides staff with immediate online access as needed without compromising data security.
The portfolio of Document Logistix Document Manager enables you to:
Document Manager allows you to enjoy the full benefits of document management and provides a rapid return on investment. It is a powerful but affordable document management solution with no workstation licensing, which makes it a highly competitive system if you are working with a strict budget.
Document Manager is extremely easy to use and is backed up by an innovative maintenance program where you will receive the latest software versions released and support services. You can save time and people resources, print and mail costs, storage space, time disseminating and publishing documents, and costs that are currently spent on searching for “lost” documents.
All of these factors will reduce your operating costs. All this makes Document Logistix Document Manager ideal for installation in large or small enterprises.
Can Your Existing Systems Work with Document Manager?
Yes, your existing systems can be integrated with Document Manager, without programming, using Screen Scrape Linking. This allows virtually any existing system to be document-enabled within minutes. The links can be made at a document or a folder level. This means that the document(s) related to information in another system can be displayed within Document Logistix Document Manager and retrieved quickly.
iCaught utilizes an innovative methodology to help determine the best implementation for your system to ensure the correct configuration, the first time, and according to your business requirements. The process defines your organization-wide document policy, which protects your organization and documents as well as drastically reduces your disaster recovery costs. You will then be in a position to maintain your document policy in a central location.
Defining a Document Policy
All systems and documents, unless specifically excluded, are admissible in a court of law. The crucial factor is not whether a document is admissible; it is the document’s evidential weight.
The evidential weight associated with any document managed by a document management system, electronic or not, relies on enforcing documented procedures. Enforcing a document’s evidential weight, therefore, relies upon companies defining and enforcing a document policy.
iCaught can assist you in defining your document policy.
Defining a document policy requires the client first to recognize that it is their responsibility to define and manage their document policy and second to clearly scope which processes and documents are to be managed by the system. The System Integrator must support their client in completing both these processes. The other clear responsibility for the System Integrator is to have a good working knowledge of how best to configure the system and enforce the evidential weight of the system itself and the documents managed within it. This must then be related to the client’s document policy.
Unlike ISO9000, which is more process-oriented, a document policy focuses on document types, which will often cross and be used within more than one business process. When defining a document type, always remember the KISS analogy, ‘Keep It Simple Stupid’. In other words, do not overcomplicate your task. An invoice is a document type, a report, and so on.