Key Features

ECM Software

• Document Management: Search, access, store and organize content on any device with search suggestions and smart folders. Use built-in workflows and rich metadata models to improve the review and approval processes, move documents and automate repetitive tasks. Keep content secure by creating access permissions, maintaining document versioning and keeping a single database of all records in compliance with information governance policies.
• Document Capture and Scanning: Scan and process documents and data of any kind utilizing optical character recognition (OCR) technology. Store and classify scanned documents in a centralized location to keep files organized and easily accessible. Allow customers to capture, share and edit content on the go with the Mobile Content and Process Services.
• Collaboration: Store, edit, co-author and share documents in one location by integrating popular applications such as Microsoft 365 and Google Docs. Invite external members to work on content via public links. Allow viewer collaboration to produce real-time annotations, replies to changes made and chat capabilities within documents.
• Artificial Intelligence: Implement Amazon Web Services to analyze and extract essential data from documents with Amazon Comprehend, Amazon Rekognition and Amazon Textract. Find specific keywords within bodies of text, retrieve textual context from images and videos to store as document metadata and more.
• Analytics: Customize reports and dashboards, generate real-time reports on content and metadata and easily search for data with the platform’s internal data warehouse and open source search platform Solr 6. Optimize search indexing with multi-instance clustering and Solr sharding. Prevent data leaks with permissions, ACLs and SSL encryption protection.
• Process Management: Build process models utilizing graphical tools such as the step editor guide and share with point-and-click forms. Manage internal processes by creating, assigning and dividing tasks amongst individuals and team members. Integrate tools using the platform’s Java-based process engine, API support and rest-based architecture, accessible on any iOS and Android device.

Governance Services

• Records Management: Control document allocation with configurable file plans and create rules to automatically review, approve, declare and file documents. Oversee and manage documents across multiple systems in a centralized location with 70 plus connectors, including Salesforce, Microsoft 365, Google Mail and more.
• Information Lifecycle Management: Preserve precious storage space with Amazon S3 Glacier, determining which records are worth storing by analyzing factors such as content age, version history and periodicity of access.
• Security: Protect valuable records and data with compliance management software to keep up with regulations such as FOIA, ISO 15489, ISO 16175 and more. Create both manual and automatic security controls and role-based access permissions.
• E-Discovery: Search across all sources of corporate content by employing Federated Search and AI and ML service capabilities.
• Legal Holds: Place holds on multiple records and record groups, implement them onto existing records across repositories and suspend holds in bulk.

Suite Support

• University: Enroll in online courses and take exams to earn certifications.
• Documentation: Browse through various topics, including content, processes, business connectors and more.
• Support Portal: Access an in-depth knowledge base to discover in-depth product information and find answers to product questions.
• Events and Webinars: Register to join live webinars or watch on-demand webcasts hosted by experts.
• Blog: Read blog posts authored by various vendor specialists.
• Community Forum: Ask questions and offer advice to other users and vendor team members. Members can also communicate via messaging apps such as Discord.