Document management is the storage, retrieval, and control of all company information. Organizing the storage of critical and evolving business documents, whether scanned paper documents, emails or any electronic files, is a critical compliance point for many organizations today. Enhanced control and management of documents, reduces legal risks, supports accountability initiatives, reduces costs, prevents redundant labor and leads to better customer service.

When integrated with line of business applications, documents are typically retrieved from within the business application. This is optimal because it is transparent to the end users and requires minimal training. The underlying document management repository enforces the organizational workflow, access controls, activity logging, and process consistency.

Direct access to the Synergize document management system is through an easy to use intuitive web browser interface. Synergize provides for multi-level search capabilities, including: fuzzy search topics (i.e. wildcards), Query-By-Example and hierarchical tree viewing structure. Integrated network security for documents and users ensures appropriate access to information, as well as auditing capabilities.

Figure 1: Synergize Document Management System Results Pane

Users are able to simultaneously access documents from Synergize as well as business applications and web portals. This capability makes documents available to authorized users in the most appropriate manner for the activity. With Synergize, user requirements drive the method of retrieval. The Synergize document management engine guarantees consistency, reliability and the management of your enterprise information.

Figure 2: Synergize Heirarchical Tree Viewing Structure

Tree view mimics the Windows Explorer structure with one fundamental difference; it is not hard coded and is changeable based on the user’s preference. The drag-and-drop category builder allows users to dynamically change the presentation to accommodate their business needs and present information in the most logical manner for the task.

Synergize tracks the modification of documents through revision, advanced annotation, Check-In/Check-Out functions and version control. Organizations can consolidate the management of critical business information ensuring that their personnel always access up to date documents. A complete audit trail of all changes, where authorized, is included.

Document management is vital to the success and security of businesses. Synergize delivers an empowering document management system, enabling organizations to securely store records, effectively retrieve information, streamline business processes, enhance operational efficiencies, control access to documents, and increase profitability.

The Synergize Document Management System provides:

• Storage of all business documents in a secure repository that is easily accessible to authorized users
• Improved document searching and distribution capabilities
• Multiple levels of security and audit trails to reduce risk and ensure information is secure in accordance with regulatory requirements
• Automated workflow to improve productivity and ensure process consistency
• Reduced costs associated with storing and managing paper documents
• Improved decision making through easy access to up to date corporate information
• A non-proprietary solution with no vendor lock-in

Synergize Software Solutions integrate people, paper and processes within organizations and extend process efficiencies and workflows to enhance customer relationships.

For more information about Microdea's Synergize Document Management System, contact us at 905.881.6071 ext 244 or marketing@microdea.com