- Easy to use web interface accessible from modern versions of Mozilla Firefox and Microsoft® Internet Explorer®
- Drag and drop access to the document repository from the Microsoft® Windows® desktop
- Access to the document repository from within Microsoft® Office® applications via Office® toolbars and menu items
- Persist Microsoft® Outlook® email messages and email attachments to the document repository (available late 2006)
Share, control and protect
- Document storage on web-based intranet/extranet platform promotes collaboration
- Search document contents (Microsoft Office, OpenDocument, PDF, XML, HTML, RTF, text) and metadata using simple single string search or create complex boolean search criteria
- Sophisticated but easy to use document version management using well known "check-in" and "check-out" concepts
- Powerful group and role-based security model allows for document access and action control management
- Granular and detailed auditing of all document activities
- Ability to bulk load documents using vFiler's batch scanning capabilities while validating data against YOUR accounting system via ODBC, built-in ZIP bulk files or from server file-system
Create and collaborate on content generation
- Build sophisticated workflows from the scanning and saving process right to the repository that manage the generation of document and notify certain roles or groups when they are required to act
- Limit document access during the workflow process to only users who require it
- Assign automatic workflow triggers to specific document types or folders
- Link documents together allowing documents of similar concepts or subject to be easily managed as groups
- Discuss documents using built-in discussion forums
- Controlled emailing of documents held within the repository
- Document and folder subscription technology allows users to receive notifications when document actions are performed
- Save standard searches so that users of the system have access to them from the system dashboard
Map your organization to the repository's structure
- Create users, groups and roles that map your organization's structure and processes
- Manage folder permissions and assign to groups and roles
- Define Dynamic Conditions that allow document permissions to based not on hierarchical folder permissions but rather on document metadata, contents or transactional information
- Create Document Types for the different classes of documents your organization utilizes
- Define sets of metadata fields for documents and either make them generically applicable to all documents or assigned on a Document Type basis
- Metadata fields may be simple text fields or complex structures such as drop-down lists or trees
- Slice through the normally hierarchical document taxonomy by browsing documents according to the metadata fields you have created or Document Type
Integrate with your organization's authentication and authorization infrastructure
- Users and groups can be created in the internal database or from an LDAP source
- Synchronize your Pinnacle™ group membership schema with your Microsoft ActiveDirectory infrastructure
- Multiple authentication providers can be utilized in a single server implementation
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