Create New Document
- Specify Department, Document type and Hardcopy location.
- Create Word, Excel, PowerPoint or HTML documents.
- Define owner of the document, persons involved in the preparation, persons to be notified on issue of document and Approvers.
- Transfer owner of the document to the other person on temporary basis.
- Strict security measures to prevent unauthorized editing of the document.
- Facility to define sensitivity level for a document.
- Linkage with related documents.
- Feature to define and use templates.
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Register Existing Document
- Submit document from feedback, with authorized generation of task in task manager.
- Receipt of the feedback from reviewers again with generation of task.
- Feature to make modification in separate version of the document, with track changes features.
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Approval of the document - Submit document for approval.
- Automatic creation of task for reviewers.
- Serial or parallel approval cycle.
- Suggestions can be put in document itself with track changes feature available.
- Automated issue of the document, based on approvals.
- Automated issue of the document, based on approvals.
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Issue Of The Document - Issue the document for implementation/use of organization.
- Tasks gets generated for all concerned persons.
- Make documents currently in used as archived.
- View such documents separately in list view.
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Obsolete Document
- Archived documents can be declared as Obsolete, if there is no further utilization of the document.
- Such documents can be removed permanently, using Housekeeping option .
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Document Retrieval
- Retrieve Draft, Issued, Archived, Obsolete documents in List View based on user specified parameters.
- Get List View of Documents submitted for Feedback and Approval View Feedback and Approval / Rejection Comments of Reviewers.
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View / Print of Documents
- Read Only view to maintain security of document.
- Facility for printing of controlled and uncontrolled copies of documents.
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Revision of Documents
- Facility to revise Issued / Archived documents.
- Auto Archive option for parent document.
- Copy of parent document generated to simplify revision .
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