Features

Detailed Feature Listing Document Management   Capture and Export Tools Scan directly to folders from local or remote locations Kofax(R) scanner interface supported for zone OCR  Fax directly to folders and trigger automated processes Email directly to folders and trigger automated processes Folder watching to capture documents (Ftp sites, etc.) All capture methods support OCR and Pdf conversion Outlook(R) add-in for direct Outlook interaction Document export utility preserves folder structure Workflow Pre-defined workflow processes for automation Release approval workflow Expiration approval workflow  Document review workflow  Training record management workflow Ad-hoc quick route workflow tasks Assign workflow task conditionally based on metadata Group-based workflow capability with work queues Personal and group task list management Interact with outside applications through workflow Folders and sub-folders Web-based interface utilizing web 2.0 technology Drag and drop user interface for copy, move, and delete Context (right-click) menu options Move and copy using drag and drop Define document naming conventions Automated release approval workflow Workflow status for folder's documents Expiration workflow Document review workflow Automated document review and archival Record retention rules Unlimited custom fields (document meta-data) Role-based security with inheritance Email subscriptions Detailed audit history Developer access to all folder capabilities Documents Web-based interface utilizing web 2.0 technology Drag and drop interface for move, copy, and delete Drag and drop multiple documents Context menus provide quick access to common actions Single document upload (optimized for larger files) Web-based multi-file upload Multiple file download Detailed document ID card shows all relevant information Associated content (parent, child, peer, forms, projects) Create ID cards without file attached to generate doc ID  Track paper documents Document export utility Unlimited custom fields (document meta-data) Record retention rules Role-based security with inheritance Detailed audit history Developer access to all document capabilities Send documents as links or attachments Email dynamic links to documents (latest rev returned) Email subscriptions to notify you of changes Document states: Draft, Pending Approval, Released Pre-defined workflow processes and Ad-Hoc routing Search Quick search of all documents, meta-data, full text Full text indexing of most document types Custom meta-data fully searchable Advanced search screen for detailed queries Save and publish common searches for quick access Quick Search within a Saved Search Configuration Options Customize Global OnDemand without needing to modify code Place company logo on login screen to brand Global OnDemand for your company Modify standard menu to highlight business processes using your words and layout Place a header in the application for custom branding. Configure tabs that are visible to the user in Forms, Projects and Custom Pages Customize context menus in Forms and Custom Pages Create custom pages that bring together form lists, document lists and custom controls. Focus users on business processes through configurations Software Developers Integrate Document Management into other applications All document management capabilities provided in the API Pass through authentication for single sign on access Compliance System   Forms based processes Web-based form designer to build out of any process Integrated configurable workflow engine Process dashboards provide status of each process Dashboards support approvals and signatures Send link to forms via email (customers and suppliers) Integrated workflow engine sends links to employees Tamper-proof form data storage Export data from process dashboards Data storage accessible to third-party reporting tools Compliance processes Interact with processes using html web forms Customize pre-built processes or create your own Examples of pre-built processes: o                           Corrective Action o                           Preventative Action  o                           Customer Complaints o                           Return Material Authorization o                           Non Conforming Materials Report o                           Internal Audit Findings o                           Engineering Change Requests o                           Customer Survey (send link to customers via email) o                           Deviation Report o                           Credit Authorization o                           Suggestions for Improvement o                           Supplier Corrective Action o                           Supplier Self Assessment o                           Code of ethics policy o                           Harassment Free Workplace Policy o                           Employee Handbook Receipt o                           Change of Employment Status o                           Receipt of Confidential Information o                           IT Support Request o                           Request for Quote Audit Logs Each form revision has a point-in-time snapshot Form process field level change log for FDA validation Employee audit log Document audit log Document revision history Folder audit log Detailed workflow history is preserved Employee training logs Training Record Management Track employee training for each document revision Group based training assignments Adding user to groups creates all training requirements  Employee training record automatically maintained Automated approval route including supervisor sign off Organization wide training log for audit preparation Email Integration   Within Global OnDemand Use desktop email client to send document \ form links Optionally use integrated web email to send attachments and links Workflow tasks send notification via email with links back to document or form Customize Email Notifications Use Global OnDemand as an Email Client Capture Tools Available email service provides direct monitoring of email accounts. Send messages and attachments directly to Global OnDemand folders. Auto conversion of attachments to Pdf format supported Apply footer (time, date, document ID) to attachments Monitor multiple accounts and route to multiple servers Setup automated workflow process to route attachments Microsoft Outlook Outlook Add-In available Save messages and attachments directly to Global OnDemand Navigate folders Locate documents when sending new messages Send as attachment or link to document Scanner Integration   Kofax Support Capture documents and forms using Kofax Ascent (R) Zone OCR can transfer image text to document meta-data Global OnDemand server can be local or remote Automated Pdf conversion capability Setup background services for automation Folder Monitoring Map watched workstation folders to Global OnDemand folders Conversion to searchable Pdf format available Runs as unattended background service Monitoring console provides real-time feedback Automated workflow processes can be initiated Automated Invoice Processing Move Invoice paper based forms into Global OnDemand Make Invoices searchable Dynamically route invoices for approval based on metadata Dynamically file in document library based on year, month and vendor information Fax Integration   Capture Inbound Faxes Monitor eFax accounts for new inbound faxes Map each fax number to a Global OnDemand folder Conversion to searchable Pdf format available Runs as unattended background service Automated workflow processes can be initiated No need to configure expensive fax servers Send Outbound Faxes This feature available in version 2.7 Right click on documents to send outbound fax Cover sheet templates supported No need to configure expensive fax servers Software Development Kit Software Developers Integrate Document Management into other applications .Net document management software development kit .Net wrapper assembly uses web-services for remote communications All document management capabilities provided in the API Visual Studio(R) sample projects offer pre-built code Code examples in C# and VB.Net Pass through authentication for single sign on access Overloaded authentication capability Database schema provided Class reference is fully documented All Forms capability in API Workflow API allows tasks to be created All Projects capability in API Architecture Web Services Global OnDemand Capture products use the web-services API .Net wrapper assembly provides developer project reference