Systemware Features
File Management (12)
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File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
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Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
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OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
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Versioning
Keep track of incrementally changing versions of the same file.
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Collaboration
Multiple users can collaborate on document creation, annotation, and review.
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Document Assembly
Autogenerate documents based on templates and form submission.
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Form Creation
Able to create and manage submittable user forms.
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Portals and Sites
Able to create user portals and sites.
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Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
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Search
Can easily find files via a simple and/or advanced search.
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Web Interface
Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Workflow (19)
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Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
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Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
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Activities
Any action a user can perform in the system can be specified as an automated action.
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Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
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Case Management
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Metadata Management
Collect and maintain structured information that describes data or content
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Digital Asset Management
Manage digital assets
Task Management
Create, manage and track all task activities and progression
File Management
Create, save, and store files
Forms Management
Store, manage and track all forms in a centralized location
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Website Management
Built-in website builder or integration with third-party site
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Platform (5)
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Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
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Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
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System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
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APIs
Enables custom integration to external systems.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (39)
Content Library
Centralized repository to store content and assets
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Information Governance
Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Indexing
Compile and organize data into specific metrics
Filtering
Find & retrieve relevant data or documents
Electronic Signature
Digitally sign online documents
Version Control
Track revisions and updates made to files and navigate between different versions
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Single Sign On
Allow users to access multiple services after entering their login credentials once
Image Editing
Edit, touch up, and convert images for publishing
Customizable Branding
Add customized logos and colors to align with company branding
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Document Review
Review and analyze existing information across documents
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Configurable Workflow
Configure existing workflows to meet your organization's needs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Login
At least a username and password is required to access the system
Content Delivery
Distributing content through various platforms or channels
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Capture
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Templates
Sample files or documents that could be customized as needed or used as is
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more