Versions
How Info-Organiser answers the 7 Essential requirements of Document Management Software
-
THE NEED FOR SPEED
Announcing Speed Browse a new feature where ‘Dynamic Virtual Folders’ are created based on your predefined Index categories. (Dynamic because they change depending on your sort criteria; Virtual because the information is taken from all other folders and created for you a new folder structure of your choosing.) This changes the paradigm of electronic filing forever by resorting, expanding or contracting your data view in seconds. Browse by A-Z, by date, by file type, by document type and more – plus change from one view to another – with just one click. This flexibility enables you to view the relationship of your Indexes and between your documents. You are even able to ‘see’ what is missing in your data trail by comparing the documents between files. In a break away from the linear and static structure of Explorer view based document management, this feature will completely redefine and streamline the way you view your information. (Best seen with a live online demo.)
-
EFFORTLESS EFFICIENCY
A large document preview pane radically saves you time when filing and searching by allowing you to see the document without opening it. You can also arrange the document view and index boxes the way you prefer to suit your screen size and your desk layout – perfect for left handed and multiple screen users.
-
ADVANCED SEARCHING
Info-Organiser’s powerful and flexible search engine provides 7 high speed ways to find your document. (By keyword, date, part or full name, by document content, using i-link, visual browsing and with the saved search feature.) You can create thousands of search queries and then widen or narrow your search by an infinite amount of possibilities – plus save your tailored searches as favourites.
-
ROBUST SECURITY
The main Administrator can easily use the Group and User Security section to create public and private sections within Info-Organiser. You can therefore allow or restrict access levels and function by groups, by users and by document. Detailed audit trail logs record all user and document access history. With Info-Organiser your files are actually safer than they would be in locked file draw.
-
EASY E-MAIL FILING
Today’s email explosion has resulted in a need to keep control of e-mail correspondence. With Info-Organiser, e-mail archiving is made easy with an Outlook plug in button which sits in your toolbar and allows one click filing. You can also set up your e-mails to be automatically archived. Info-Organiser cleverly captures all the email ‘metadata’, which can be used to search for, preview and select the email you require. You can save one or multiple e-mails at the same time, plus save email attachments. (Once filed, you can even do text searching within email attachments.)
-
COMPLIANCE SAVVY
Info-Organiser DMS will ensure advanced compliant management of your information. Pre defined indexes are selected by every user from easy drop down boxes to ensure a consistent naming convention across your organisation. This removes spelling and other user errors for accurate, compliant indexing of records. Most importantly, EVERYONE FILES THE SAME WAY! Search and retrieval then delivers fast and reliable results.
-
SYNERGISTIC INTELLIGENCE
Document management is best when it allows all your business processes to increase in effectiveness. Info-Organiser maximises your efficiency by actually harnessing the intelligence of your other programs. Using the clever i-link function you can create a document link in any Windows based program, such as Word, Excel, MYOB, ACT! and many more. Clicking this link will take you directly to the document within Info-Organiser.
EG: You can link a supplier document to a MYOB purchase entry as below. The i-link is visible as IRL:// and clicking the i-link takes you directly to the linked document. (For many users, this is their favourite feature.)