Compliance
Below
you can find a list of FileDirector features that manage compliance.
If screenshots are applicable for the feature you can click on the link
and view them at the end of each feature description.
Check-In/Check-Out Control
Compliance issues are addressed with the check-in and check-out functionality in FileDirector. If a document is checked out then another user cannot amend it at the same time. The document can be searched for and retrieved but not checked out or amended until it is checked back in.
Document Revisions
When a document has been checked out it can be amended, however, the
original document is never altered. Instead a second revision is
created, meaning that the original document remains intact. It is
possible to create an unlimited amount of revisions for a document.
Full Audit Logging
A full audit trail option in FileDirector can track and record every single action taken in the program. A clear list of events can be viewed to allow you to monitor the complete history of a document or a user’s actions surrounding that document.
Document Retention Control
A retention period can be set on documents so that they are not kept in the system any longer than needed. For example, if a financial record has a lifespan of 7 years, FileDirector can be set to perform a number of actions on that document 7 years after it was last accessed; such as deleting the document, moving it to another location or being reminded that it no longer needs to be kept. This can help to maintain a reasonable size to the document repository for long term records.
MailStore Automatic E-mail Storage
Automatic E-mail Storage is available for FileDirector. This option will capture any e-mail that comes through your Microsoft Exchange server and allow them to be archived away with the rest of your documents, searched for and retrieved. This means that an Exchange Server can be cleared up of backlogged e-mail as there will always be a copy residing in FileDirector. When the e-mails are stored a number of details are extracted from them, such as who it was sent to, who it is from and the date; these are then stored as index information in FileDirector. Various rules and filters can also be set up so that junk mail is not captured.
Duplicate Index Checking
When you are indexing documents FileDirector will check your existing records to see if the same index information was already entered for a field. This can then be set to prompt you to see if you wish to combine the two documents together or leave them separate.
Single Application For Scanning, Storing, Classification & Retrieval
The FileDirector WinClient is a single interface
that will allow you to perform all day to day functions within one
window. Unlike other document management software there is no need for
multiple applications to be open at once.
Web Access To Documents With Near-Complete Functionality
FileDirector includes a WebServer interface that can allow you to search for and retrieve documents over the internet providing you have a valid login. Alternatively you can run the entire FileDirector WinClient through a browser giving you access to almost every option available within its interface, including tasks such as scanning.
