A Document Management System (DMS) is a system (a digital program which manages all types of documents) used to store or archive, track or retrieve & manage the pile of documents. It comprises of keeping version control of documents & track history about the document modifications.
2. It is commonly said that “a document can either be represented
in electronic form (i.e. Word document, Spreadsheet file, Movie
file, Sound clip, etc.) or as a traditional hardcopy consisting of one
to thousands of pages”.
DOCUMENT
3. Document Management includes every action taken with a
document within an organization, with respect to the creation,
distribution and deletion of documents
A Document Management System (DMS) is a system (a
computer programs which manages the digital documents)
used to track, manage and store documents. It comprises of
keeping version control of documents & track history about the
document modifications
DOCUMENT MANAGEMENT
4. Does your organization produce piles of the document?
Does your information lies open across different departments?
Can each member of your department can quickly find any related document
created by any other group member?
Are the shared documents, safe and secured in your organization?
WHY ?
5. Most office workers lose up to 500 hours a year, looking for documents.
On average, professionals spend 50% of their time looking for
information.
The average organization:
Spends $20 in labor to file each document.
Spends $120 in labor finding each misfiled document.
Loses 1 out of every 20 documents.
Spends 25 hours re-creating each lost document.
The Gartner Group predicts that more than 90% of the organizations
will be using a DMS.
STATISTICS BY GARTNER GROUP
6. So, What are you thinking?
It’s time to step up with new generation.
It’s time for the Automation!
Let CR help you with DOCUMENT MANAGEMENT
7. DOCUMENT CAPTURE & MANAGEMENT: Centralize paper documents & electronic files and access
them with one familiar interface from all workstations in your office.
STORAGE LOCATION: The documents will be stored centrally in an systematic way, so that it can be
retrieved whenever required.
TIGHT DOCUMENT SECURITY: Extremely flexible user and group based security along with many
system level rights. User and Folder based ‘Ownership Overrides’ allow administrators to retain
ownership of documents for specified users or folders. Separate export rights prevent unauthorized
export of information out of system.
Use of DRM (Digital Rights Management) to secure Documents.
CHECK-IN / CHECK-OUT: This will help in Version Controlling the documents during simultaneous update
LOCKING / UNLOCKING: This will Lock the document access for the other user but will be viewed by the
owner.
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FEATURES OF
8. ANNOTATION:
Tagging the Document
Commenting the Document
Email Notification
Stamps & Signature
COMPREHENSIVE DOCUMENT SEARCHING: Simple free search allows search across various criteria
including text within document contents. Powerful Advanced Search offers combination of various search
criteria for precise results. Search results can be refined and saved for one click execution later.
SHARE: Allow more than one user to view the documents at same time
VERSION CONTROL: Version control gives you the ability to manage document change and revision done
for particular documents.
DOCUMENT RELATIONS: Users can set many-to-many relations between documents. Document
Relations allow grouping and easy access of documents filed in different locations throughout the
repository.
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FEATURES OF
9. AUDIT TRAIL & HISTORY : Full audit trail settings allow logging of every activity happening on a file or
folder. Users can see history of events on any file.
RECORDS RETENTION MODULE : Create retention policies for different types of documents and
dispose them in accordance with local laws and industry standards. Manage the entire life cycle of
physical records and digital documents – from its safe storage, classification, circulation to its final
authorized disposition.
PERSONAL USER WORKSPACES : Quickly access your recently accessed, checked out, imported and
created documents as well as your favorite files and folders.
DOCUMENT PREVIEWS : Preview contents of all common file formats (Word, Excel, Emails, Tiff, PDF,
images, Audio, Video) without their native applications
ACTIVE DIRECTORY INTEGRATION : Integration with Microsoft Active Directory allows users to log into
docManagerTM using their Windows login name and password eliminating the need for remembering
separate passwords.
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FEATURES OF
10. ARCHIVING: Automatically archive the documents which are not in use after
its expiration
BUILT-IN REPORTS : Powerful built-in reports are available for Administrator
to get insight and useful data related to documents, users and other
important business processes.
WORKFLOW : Replicate your document centric business processes to make
them more streamlined, more accurate and less time consuming. Automate
repeatable processes like account payable, leave applications, order
processing, purchase authorizations etc.
FEATURES OF
11. Can be implemented on Internet as well as Intranet
Allowing employees to instantly access documents anywhere at any time - Improve staff
productivity
Implementing an electronic workflow - reduce costs associated with manual document
Search & Retrieval of documents will be faster
Promote sharing of knowledge and information
Enhance corporate transparency and governance
E-mail and fax files instantly
Integrating DMS with other core firm application will drive efficiency and can manage IT costs.
BENEFITS OF
13. Save
Data
Yes
No
Data will be saved and
Organization will be
created
Exit
Fill Data for organizations
ADD ORGANIZATIONS
14. Fill data
Add Unit/Sub Units
Is Sub
Unit
Yes
No
Select Parent
Save
Data
Yes
No
Data will be saved and
Units/Sub Unit will be created
ExitADD UNIT / SUB UNITS
15. Fill data
Add User Select Parent
Save
Data
Yes
No
Data will be saved and User
will be created
Exit
ADD USER
16. Document will be Saved
Add Document
Select File to
Upload
Is selected file of
allowed
extension/size?
No
Exit
Select Document Type
Select Document Group
Fill other information of Document
Save Data
Yes
Yes
ADD DOCUMENT
No
17. Select Document
Edit Comment Lock Unlock Tagging
Action permitted? ?
Yes
No Exit
Edit the details of
Document
Version of Document will get
changed and old version
backup will be taken
Enter comments
for document
These comments are
moderated by admin, once
comments are approved,
comments will be visible.
Document will be
locked by another
user
Document will
get unlocked for
another user
Tags will be entered for
document and then
these tags can be used
for searching.
DOCUMENT EDIT / COMMENT /
LOCK / UNLOCK / TAGGING