July Soft Geysir Hekla Document Management System - Automate Your Business!


uly Soft Geysir Hekla CRM  & Customer Support uly Soft Geysir Hekla CRM  & Customer Support

Hekla Document Management System Module - Benefits:

  • Automate your operations, like: data archiving, marketing, sales, offer-making, contracting, invoicing, billing, incident management, etc
  • Automate your internal business processes adding as many modules are needed for automation, management and control
  • Model easy and fast any organizational structure, workflows, data-access policy
  • Superior search experience to any classical DMS systems - tight integration with Geysir Enterprise Search powerful search capacity
  • Better knowledge management, faster search
  • Increased document security and control
  • Better version control - know exactly when, who, what changes added to any document
  • No more emails - email information is not structured, difficult to manage, often data loss occurs
  • Better collaboration & Email Alerts helps reactivity and team-work
  • Regulatory-compliant data backups and less data-losses
  • Fully compliant to Romanian National Archives Act (16/1996) & Electronic Archiving Act (135/2007)
  • Lowers archiving & archive operating costs
  • Better data access security and traceability

Hekla Document Management System Module - Features:

  • Administration
  • Localization / Translations settings
  • Graphics icons management
  • Management of metadata, operators, transition effects etc
  • Management - Business modeling
  • Modeling organization hierarchical structure
  • Modeling storage hierarchical structure at organization level and at department level
  • Modeling of document/dossier types(invoices, contracts, offers, etc)
  • Management section to define and manage main system entities: folders, departments, document, dossiers, files
  • Management section to define and manage main system entities: users, groups, permissions
  • DMS - User module
  • Dashboard: personalize it with different web parts that ease your daily tasks and increase your control over your operations
  • Actions within a context of a current folder: add folder, rename, workflow, alerts subscription
  • Actions within a context of a current file/dossier: add, upload, check out, check in, archive, add shortcut, workflow, alerts subscription, dossier files list etc
  • Statistics
  • Documents versioning, check-in and check-out documents
  • Document templates
  • Metadata by document/dossier
  • Zip files import, export files as zip
  • Supports Shared Folders
  • Customizable user desktop
  • Supports user alerts by email
  • Supports copy and move data
  • Supports documents and dossiers relations
  • Available custom actions: generate new deals, new contacts etc
  • Workflows
  • Document workflows, actions on transitions(optional)
  • Workflow transition effect types: effects workflow management(copy, move, etc.)
  • Security Settings
  • Hekla has a complex system of assigning rights level: organization, departments, folders, workflows, document types, metadata
  • Physical separation archived data
  • Supports temporary rights delegation
  • Reports, Browse, Search
  • Quick search
  • Advanced search
  • Reports generator
  • Export report data(with selected metadata) into csv files
  • Complete logging: view the system log events after filtering by different criteria
  • Browse: Hierarchical navigation at departments and at folders/files level
  • Integration
  • Integration with external applications
  • Integration with Geysir Enterprise Search
  • Integration with Thunderbird client to enable emails import in Hekla and generation of business entities
  • Customization
  • Can be delivered - on demand with these per-configured modules: CRM (Customer Relationship Management) and Issue Tracker (Support Module / Ticketing / Incident / Issue management)
  • Custom actions(on client demand) dedicated to client business like: generate commercial offer, contract, invoice etc
  • Calendar view with re-schedule functionality
  • Export emails to Outlook/Thunderbird calendar
  • Other customization at client demand