DocuNECT has a very powerful document management system that can help you manage documents.

Features include:

•Search Documents by their Content and Attribute Data

•Version Control

•Role Based Security

•Role Based Dashboards that provide a "web site" look and feel to reduce training

•Document Actions

•Audit History

Document Search

DocuNECT Lifecycle provides three levels of search that fits different skill sets of the user and the complexity of the search.

Global Search

Basic Search

Advanced Search

When discussing document searching there are three pieces of information DocuNECT needs for all searches:

Index Value – The index field to be searched

Criteria – The index value to be searched

Operator – For more than one criteria an operator is required which describes how the values are to be searched together

Condition – The condition the value is to be searched by

Global Search

As discussed earlier, one or more index values can be used to dynamically create a Document Name. The global search searches all the values contained in the Document Name index, and the content of the document, in all cabinets the user has access to. The condition is always Contains.

The search results display the name, indexes and the text with the first phrase that was found.

Basic Search

The basic search, or default search, provides a method to search for document by their index data (both business and system indexes), and/or the content. The condition is always contains and the operator defaults to OR but

Advanced Search

The advanced search allows more complex searches to be created.

The advanced search supports the following features:

Different operators can be specified for each index data. For example, search for all documents where the Document Name contains Training OR the Category is Meeting Minutes AND the text contains the word Tutorial.

Negative operators are supported. For example, search for all documents where the Document Name does NOT contain the word Training.

The advanced search provides more flexibility with the condition for the different types of indexes fields (either Text, Numeric or Date)

For Text index fields, specify:

oContains

oIs Exactly

oIs Empty

For Numeric index fields, specify:

oEquals

oIs at Most

oIs at Least

oIs More Than

oIs Less Than

oIs Between

oExists

For Date index fields, specify:

oOn

oBefore

oOn or After

oOn or Before

oBetween

oYesterday

oTomorrow

oToday

oIn The Last 7 Days

oIn The Next 7 Days

oLast Week

oThis Week

oLast Month

oNext Month

oExists

Saved Searches

Complex queries can be saved for re-use.

Document can be search using a basic search that includes the Document Name (a dynamic combination of index values) or an Advanced Search that allows powerful queries to be built.

Document Actions

Depending on the your permissions, document actions can be performed against the document.

Dynamic Foldering

DocuNECT uses a index values to implement dynamic foldering:

Document History

A full document history captures every document event in the lifecycle, from capture through to retention.

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