| Document Filing |
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Import existing documents from your file system or scan paper
documents directly using FILESTAR ScanStation. Use folders to organise the filing structure or use the 'auto-file' feature.
Drag and drop documents and whole folders from Windows Explorer directly into a
FILESTAR folder. | |
| Search And Retreive |
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FILESTAR's search features are very powerful and very fast.
You can search for a document using a combination of basic properties (Title, Date, Description etc), document
content and custom attributes. Searches can be saved and reused. Browse the results by document details or view
document thumbnails. View the highlighted content search words in the 'hits' pane of the search window.
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| Microsoft Office Integration |
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Using the MS Office users can add search retreive and modify (subject to their permissions)
documents held and managed by FILESTAR directly from within the MS applications. When working in Outlook, emails and attachments can
be copied or moved into FILESTAR simply using drag drop | |
| Desktop "One Click" Search Integration |
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Finding your documents whilst working in any MS Windows based application is as easy as highlighting
your search criteria on screen with a mouse and clicking. The Desktop Search tool will find your documents and present
them in a convenient window ready to use. | |
| File Watcher Service |
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For situations where documents are output to a folder on the server,
whether it is from a line of business system or scanned pages from your MFD, Watched folder will automatically
import the documents into the correct folder in FILESTAR. This can also include indexing information so your
document arrives ready indexed | |
| Emailing and Distribution |
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Once your documents are in FILESTAR, distributing and sharing them is fast and convenient.
One or more documents or even entire folders can be emailed, zipped or unzipped, with a couple of mouse clicks. Our Batch Print
feature, designed to print multiple Adobe PDF dcuments saves time and effort. | |
| Document Editing and Version Control |
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Editing Documents and Version Control - The check-out and check-in features of
FILESTAR allows you to change document content in a controlled manner. When a document's content is changed, a new
version of the document is stored in FILESTAR retaining the previous version - older versions can still be viewed
if required or rolled back if changes need to be undone | |
| Security |
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FILESTAR uses a simple but powerful permissions model to control
what information users can see and what actions they are allowed to perform. The security model is independent of
Windows and therefore easier to manage and implement | |
| Document Export |
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Using FILESTAR doesn't mean your documents are locked in
to it's technology - you can easily export entire folders or individual documents to the Windows filesystem.
If your documents have been stored with index information this can also be exported along with the documents,
and is saved in a convienient XML format. | |
| Audit Trail |
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Audit Trail - Actions taken against documents are fully
audited - the audit captures the name of the user, the date and time and even the workstation the user was logged into.
The type of actions that are audited include document views, document updates, deletions - even the Category attribute
values that are changed. Use the Comments feature to record notes against documents | |
| Automatic Notifications |
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Assuming most of the paper within the organisation has been scanned and is being
processed electronically, it is useful to be told when an action has taken place on certain documents or folders so you know when you
need to act. FILESTAR can be configured to email individuals or groups of staff when documents arrive, have been viewed, or changed etc.
To minimise email traffic this can be scheduled according to the business requirement. |
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| Document Lifecycle Management |
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There is an increasing requirement today for managing the lifecycle of certain document types. With FILESTAR
you can set a retention period for each document after which the document will be automatically archived or destroy | |
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| Categorisation and Indexing |
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FILESTAR's simple but powerful 'Categories' feature
allows you to create custom attributes that can be used to index documents. An example of a Category might be an 'Invoice'
with related attributes (also know as indexes) such as 'Invoice No', 'Customer No.', 'Supplier Name' and 'Invoice Date'. When you create a
Category you have a range of options to determine how best to present it. For example, you can present the 'Supplier' attribute as
a drop-down list or even a dynamic look-up to a database within your organisation.
Once your Categories are defined you and everyone in your organisation can use them to file documents and to
later search for them. Categories are also the mechanism used to enforce document filing and naming rules by using the 'Auto-File' and 'Auto-Title' features.
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| Scanning |
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Scan paper documents using the integrated scanning application
(ScanStation). Perform basic clean-up operations on the document such as despeckle and deskew. File directly into FILESTAR
or to adocument inbox; users with access to the inbox will see the document arrive ready for action. Scanned documents can be automatically
converted to PDF format. The contents of the document is converted to searchable text using the optional OCR module.
The OCR module includes the 'Auto-templating' which automatically recognise and populates index fields with data
from the scanned document. | |
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