Introduction

The Document Management service is a powerful, yet user-friendly document management system that can handle version control, fine-grain security, multi-format file types and more - all accessible via a standard Web-browser.

Managing documents, records and content within an organisation is an increasingly difficult task. Whilst looking to improve processes and provide greater value for money it is essential to implement systems which will provide a real return on investment.

Function availability

  • Check-Out/Check-In
  • Version Control
  • Subscription
  • Notification
  • Search - Keyword - Content - Metadata - Attributes - etc
  • Integration with email
  • Review dates
  • Expiry dates
  • File Association
  • Render to PDF
  • Workflow, etc

Scanning & indexing

The integrated Planning Solution provides full scanning and document capture capability regardless of format of incoming document.

Scanning options

  • OCR – Optical Character Recognition (machine text)
  • ICR – Intelligent Character Recognition (handwritten text)
  • OMR – Optical Mark Recognition (bar code and check boxes) to extract the data from the document where appropriate

The scanning process supports the capture of all Application Forms (including 1App) as well as correspondence and drawings, from A5 to A0.

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