DocTrack Features

Here are some of the remarkable features we offer at a price you can afford:

 

Central document store. Store your important documents in one central location. You can file Word docs, spreadsheets, presentations, pdf's, emails, images and much more in an organized folder structure. Each of these documents can be tagged and have metadata included such as author, date created, revision and much more.

 

Use document metadata to organize. Document metadata adds descriptive information to files, making them easier to store, categorize, find, and retrieve. Each of your documents can have metadata included such as author, date created, revision and much more.

 

Multi-User with private folder. Assign users allowed into he application with their associated rights. Each user gets a private folder to store their private documents. Users can only access or even see their own private folder.

 

Custom fields. Need more control over the descriptive information than the standard forms DocTrack offers? Then Custom Fields are for you. Each document can have custom configured  fields for text, numbers, dates, yes/no, hyperlink, email address or file reference. You can even create drop-down lists for common labels, such as departments, locations, or product names. Use dynamic list properties to associate values with tables or queries. Build nested dynamic properties that define allowable selections based on values already selected.

 

Check-in and check-out control. This allows multiple users to collaborate on documents and make individual changes without the worry that everybody's changes will be overwritten or accidentally deleted. Many people can work on and edit the same document, at different times, in an organized manner eliminating the need to copy-and-paste or email changes back and forth. As documents are checked-back in, versioning automatically sequences the latest file version, while retaining all previous versions. Users can easily see if a document is currently being worked on or is available for check-out and editing. Allows users to view, but not make changes to a checked out file.

 

Automated file versioning. This allows multiple users to collaborate on documents and make individual changes without the worry that everybody's changes will be overwritten or accidentally deleted. Many people can work on and edit the same document, at different times, in an organized manner eliminating the need to copy-and-paste or email changes back and forth. As documents are checked-back in, versioning automatically sequences the latest file version, while retaining all previous versions. Users can easily see the status of documents, and know if a document is currently being worked on and by whom or is available for check-out and editing. An old version of a file can be made current at any time if needed.

 

Document History. Each iteration of a document is kept in history and includes the revision number, file size, created by, created  date and notes.

 

Fast document search and retrieval. Find documents quickly using a variety of search criteria. Search results are returned immediately. Save custom searches so that they can be re-used.

 

Document tagging. Allows you to tag your documents with relevant keywords. A tag is a keyword assigned to a file so you can easily identify it among hundreds of similar but different files. You can assign several tags to a single file. In other words it is a simple way to keep all your documents organized. If you forget the document file name or where it is located, don't worry - the tags will make it easy to find the file.

 

Tag cloud. Uses the document tags to provide fast and intuitive access to your documents. The cloud gives greater prominence to words that appear more frequently in the document tags data. Click on a tag and a search window will open listing all documents that are associated with that tag. This is a great visual search feature.

 

Simple Document Importing. Importing documents is done using traditional Windows operations like drag-and-drop. . Files can be imported one at a time, or in bulk. Once imported documents are available immediately.

 

Scan paper documents to manage them electronically. Use a TWAIN-compliant scanner to scan paper documents into DocTrack allowing you to manage these documents paperless.

 

Microsoft Office support. Add Office documents, spreadsheets, presentations and Outlook emails directly into DocTrack from your office applications (Word, Excel, PowerPoint, and Outlook - version 2007 and higher).

 

Document Email Delivery. You can easily email any document right from within DocTrack. You can even email these documents to users that might not have DocTrack.

 

Document Backup. You can easily zip up your documents right from within DocTrack. You can even email these compressed backups to users that might not have DocTrack.

 

Multi-user support. Administrators can manages users and their application rights. When starting the application users are presented with a login screen where they must enter their User Name and Password to be successfully allowed into DocTrack. This allows the tracking of which users perform which actions in the application.

 

Audit Logging. A detailed audit log is kept on various actions users perform within the application. An Audit Log report can be viewed or printed. The logging history includes events such as identifying users who have checked out or modified a document, and more. This provides data to support quality and compliance requirements.

 

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