DocsExecutive™

Documents

• Designed and developed as Web-Based application where Users can generate and store Documents electronically.
• Standardize the Document formats and layouts by way of Templates.
• Scanned documents can be loaded into the application.
• E-mail integration supported.
• The users for required document types can implement the process of pre-approval.
• The Web browser based interface allows you to query and work with DocsExecutive Databases and makes DocsExecutive accessible over the Intranet as well as over the Internet. Also, this eliminates the need for installing DocsExecutive at client end.
• Check-in and Checkout facility provides great help in downloading the documents on Laptops for off-line editing.
• Use the document versioning feature to create and retain multiple versions of the same document. You can easily access the older version of a document at any time. Create an unlimited number of versions of each document or restrict the versions to any number. Promote an older version of a document to a new version with a single click.
• Use the document full text search feature to search documents in a DocsExecutive DB based on their content.
• Use the event logging/auditing feature to log details about user actions.
  

Search Features

• Documents can be searched by its Title, Effective dates, Expiry dates etc.
• Author can define special keywords for each document for aiding search facility.
• More than 10 Meta fields are provided for document search.
  

Database

• Supports MS-SQL 2000 and Oracle 8i
  

Special Features

• Dynamic Labels: Document can be categorized at four different hierarchical levels. For e.g. with default as Location? Department?Project? Document Type. However user can change the label names as per their needs by dynamic labelling concept. So the user can rename “Location” to say, “Company”, “Department” to say “Unit”, “project” to “Department”. So the hierarchy becomes Company?Unit?Department? Document Type.
• DocsExecutive provides two methods of document creation. One method where the user has to get pre-approval process done before the document is edited or its version changes. This method ensures that proper process is maintained in an organization before any SOP or HR policies are changed. The other method allows access to the author for editing without the pre-approval process. This method will be typically required for specific document types like work requisition, interoffice memo etc.
• Electronic Signature can be implemented in this solution. The definition of electronic signature will be as per the USFDA guidelines.
  

Security

• Control access to documents and data at any or all of the five different security levels – Location, Dept, Project types, Document Type and Document Version.
• Permissions based security mechanism, with a basic and advanced permission list.
• Control security and password policies.
  

Features of  Enterprise edition

Features	Enterprise
Categorize documents by Location, Department, Project/Sub-Dept and Document Type.
Dynamic Labelling provision.
Provision for multiple attachments
Choice of Converting into PDF/HTML during publishing
In-process Document Tracking by Controller and Author
Template definition licence based
E-mail integration
Sequencing for document review and approve
Advanced document access level definition
Store unlimited number of documents in each database.
Document versioning
Event auditing (Log information about user actions)
Document Full Text Search if Windows based file server
Document check-in/checkout
Pre-approval process for document change
Document content change tracking across versions
Department-wise Controller definition
Linux based file storage server
Auto Publishing of documents
Auto Expiry of documents
Auto task reminder for all

If you have any questions or need additional information, please contact us at queries@educesolutions.com. We will be glad to provide all help necessary.