DocuNote
DocuNote is the leading document management (ERDMS) solution on the market. DocuNote connects all of your organisations’ documents electronically, in a logical structure, which is both searchable and intuitive
DocuNote organises documents electronically in the most user-friendly solution on the market, based on logical entry points such as projects, departments or customers, or based on searches including fuzzy matches. Furthermore emails from Outlook can be achieved directly in DocuNote, physical documents can be scanned and indexed with text recognition (OCR), and all documents can be attached with meta data in order to ensure the most correct type of indexation – and thereby the easiest way to recover lost documents.
DocuNote supports text, PDF, images, sound, video, emails, and scanned documents. In the shared document structure all documents are centrally saved and collected, but the documents are of course only visible to those employees who have the rights to see the files.
About the standard modules
The standard modules are included in the DocuNote basic solution.
Click on the modules to learn about their content.
AD Integration
AD Integration provides automatic management of group and user relations
Using AD (Active Directory) integration, user information such as name, title, phone number, etc. is automatically copied to DocuNote. This provides automatic management of group and user relations.
You minimise the risk of errors when all information is created and managed centrally.
Address Book
The Address Book keeps track of all your contacts
The address book is a virtual file cabinet where you can connect persons (the parties) such as customers, project managers, project workers, etc. to cases/projects and documents.
The persons can be connected as case parties, enabling exportation of field data to Word when creating documents. This facilitates data re-use, time saving and uniformity.
Case and Project Management
Control files and projects
Case and project management is an overview of documents and their relation to cases located across the organisation unit.
You can create unlimited levels for cases/projects. Each case or project includes all electronic documents associated with a case.
You have a case overview and quick access to task solving, and to build upon existing information and experience.
Document Management
Document Management centrally stores all important documents
DocuNote supports text, images, audio, video, emails, and scanned documents. In the common document framework all documents are centrally stored, although documents are only visible to employees with adequate read permissions.
All documents in DocuNote are managed using revisions, check in and check out actions, access control and advanced search features.
Document Templates
Use Documement Templates to create layout and content
When you create new documents, you can use predefined system templates. A template is based on metadata, i.e. predefined properties and guidelines for content and layout . Templates are revision controlled, so that if you edit a template, a revised template version is automatically created. In this way it is always possible to return to a previous template version. You can also create email templates for specific tasks, such as direct mail campaigns, customer newsletters, etc.
Using document templates saves employees a large amount of time, and above all, results in more uniform documents benefitting employees, board of directors, customers, etc.