Secure digital document storage
Access to any organizational document instantly within a single platform.
- On premise control of documents
- Sophisticated security features for access control
- Storage of a wide range of file types
- Activity logging for auditability
Simple and powerful search & retrieval
Access to the right documents, by the right users at the right time
- Single user interface for simple searching and retrieval
- Wildcard search functionality
- Multiple search methods including Category, Tree, Simple and Advanced
- Filter search results across multiple, customizable index values
- Built-in instant image preview of documents returned from searches
- Personalized interface with category search model set to each user’s unique search requirements
Access control & audit trail
Keep track of document access and workflow audit trails in a set of easy- to- read document and processing logs
- Define which users have access to which information through very granular security controls
- Document logs to present information on who took what actions on any given document, on what date and at what time
- Workflow logs present detailed information on processing between multiple queues
- Granular security tools for user access control at both the repository and file levels
Collaboration tools: annotations, redactions & version control
Avoid duplication of effort, easily track changes, maintain document integrity, and make collaboration easier
- Apply redactions, textual and visual annotations without affecting the document’s integrity
- Maintain original versions while adding updated versions to the system
- Audit history of any document throughout its entire lifecycle
Document check-in/check-out
Ensure that others cannot make changes to documents that you're editing. Maintain control and avoid confusion, duplication of effort and dropped hand-offs.
- Take control of a document by checking it out
- Make necessary changes to the document via the native application
- Check-in the revised document as a new document, updated document or new version of the document
- Streamline version control with full version history
Integration with existing systems
Integrations made easy with the use of the Synergize API Development Kit
- Free exposure of the Synergize API Development Kit
- Web service integrations: “Call” your web services to update your documents
- Stored procedure integrations: use your existing procedures to perform indexing
- Leverage existing integrations with Accounts Payable and Accounts Receivable solutions
Ken Wilkinson, CTO, Sunset Logistics Inc.
“When we increase the velocity of data, we increase the velocity of cash flow, so we’ve reduced our billing cycle time from 15 days to less than one day. We are right on schedule with Synergize implementations and measureable results. Organizationally, we are thrilled with it.”
Featured Document Management Resources
Product Demo: Document Management Software Overview
Document Management Software: Buyer's Guide
5 Benefits of Document Management
