Strong access control ensures that the documents do not fall in the wrong hands. You can define not only who gets what but also what the user can do with the received document, for example you can control whether the user can only view or download, print, share, change version number etc for the document that one can access. EDMS gives you the ability to configure the access control up to the page level of the document, so that you can choose not to give access to a user for a particular set of pages within a document.

Your users can choose from multiple options to upload the documents in EDMS. Single file upload Users can upload single files using the upload interface provided in EDMS. Bulk upload EDMS provides an option for uploading large number of files at a time. Users can also upload files using our desktop application.

Our EDMS supports all the major file formats like Microsoft Office files, Open office files, image formats, PDF, AutoCAD drawing formats and many others. You can get the list of supported formats here. You can upload, view and use other features of EDMS for all the supported formats.

EDMS maintains version control by default. You can customize the version numbers as per your requirements. You can define up to four-part version numbers. Users desiring to update a document can check-out the document. A checked-out document can be viewed by other users, but they cannot check-out the document for update. The user who has checked-out the document uploads an updated document. The version number is updated for the document. The older version and newer version are both available on EDMS application. The check-in/check-out feature avoids accidental overwriting of documents as multiple users cannot update the same document at the same time.

EDMS has many easy and intuitive search features that allow users to get access to the documents they need immediately. You get a single field in which you can enter your search phrase and EDMS will give you the results across all documents where the phrase occurs in the index fields, file name, control number and document number. You can enable full-text search by simply clicking ‘Search in File contents’ checkbox and immediately you can search for the phrase within the file contents. Advanced Search gives you the ability to create your own search queries and save them in case you want to use the queries again. Advanced search gives you the ability of searching on index fields, with more granularity to give you exact search results. Advanced search has options of adding multiple clauses using And/Or conjunctions. Each clause will have an index field, operator (Equals, Contains, Start-with, Between etc) and the search value.

Indexes define the fields based on which the documents will be searched. EDMS gives you complete control on how you define the indexes with validations for each of them. You can also define whether an index is mandatory. You can use these indexes for searching the documents quickly.

EDMS has a completely configurable workflow management module. You can design your business process workflows using EDMS. Create your own data-entry fields and incorporate business rules based on which the document flows through the various activities in the business process.

EDMS maintains a comprehensive audit trail of all of actions and changes that take place on the files in EDMS. A detailed log for every document can track all events that have taken place throughout the lifecycle of the document. You can get the audit trail for a particular period, folder, document, user etc. Audit logs are important to keep a tab on all the activities happening in EDMS.