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