Intersoft ERP: Formerly known as INTERAC ERP
Improved Efficiency
Reduce the time spent on document retrieval and manual tracking by organizing your documents and automating document-related workflows.
Compliance Ready
Stay compliant with industry regulations such as GDPR, HIPAA, and more by applying retention policies and maintaining audit logs for all document interactions.
Access Anywhere, Anytime
Manage and access your documents from any device, ensuring you can work remotely without losing control over your files.
The Problem:
Managing Documents Across Multiple Systems is Inefficient and Risky
Managing documents across multiple systems or in physical formats can lead to:
01
Disorganized document storage, making it difficult to locate important files when needed.
02
Data security risks, as sensitive documents are scattered across unsecured systems or physical storage.
03
Inefficient document sharing, especially when team members need to collaborate on files remotely.
04
Manual processes for version control, which can cause confusion and errors with outdated documents.
05
Compliance issues due to the lack of proper document tracking and storage in line with industry regulations.
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Key Features of Document Manager
Simplify Document Management with These Key Features
Centralized Document Storage
Store all business documents in a single, secure platform that is easily accessible, reducing the risk of losing important files.
Version Control
Automatically track changes to documents and maintain a version history, ensuring the most up-to-date documents are always available.
Secure Document Access
Assign role-based permissions and access controls, ensuring only authorized individuals can view or edit sensitive documents.
Document Sharing & Collaboration
Share documents with team members, clients, or partners with secure access links and collaborate on files in real time.
Customizable Folder Structures
Organize documents in custom folder structures that suit your business needs, making it easy to categorize and locate files quickly.
Advanced Search Functionality
Quickly search and retrieve documents by keywords, tags, file types, and more, saving time when accessing important information.
Audit Trails & Document Tracking
Keep track of who viewed or edited a document and when, ensuring accountability and transparency across your document management processes.
Compliance Management
Ensure your document storage practices comply with industry regulations (e.g., GDPR, HIPAA) by applying retention policies and audit trails.
Document Scanning & OCR
Scan physical documents and convert them into digital formats with Optical Character Recognition (OCR) for easy searchability.
How It Works
Step-by-Step Overview
Upload and Organize Documents
Upload documents from your desktop or scan paper files to centralize all business documents in one system. Organize them into custom folders based on department, project, or category.
Set Permissions and Security
Assign access levels and permissions to employees, ensuring sensitive documents are only available to authorized users while promoting collaboration across teams.
Collaborate and Share
Share documents securely with internal or external stakeholders, allowing teams to collaborate in real-time, comment on documents, and track changes seamlessly.
Track and Audit Documents
Use version control and audit trails to monitor document edits, ensuring accountability and tracking who accessed or modified each file.
Search and Retrieve Files
Use advanced search functionality to find documents quickly by searching for keywords, tags, or file types, reducing the time spent looking for critical files.
Benefits Overview
Why Choose Intersoft ERP’s Document Manager?
Centralized Document Repository
Manage all your documents from one platform, reducing confusion and ensuring quick access to important files across the organization.
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Enhanced Security and Compliance
Ensure data privacy and regulatory compliance by applying advanced security features, including encryption, role-based access, and audit trails.
Seamless Collaboration
Collaborate on documents with colleagues, clients, and partners in real time, enabling better decision-making and faster project completion.
Module Integrations
Seamlessly Integrate Document Management with Other Intersoft ERP Modules
Connected Modules:
Accounts Payable & Receivable
Attach invoices, receipts, and other documents directly to financial transactions, streamlining workflows.
Human Resources
Store and manage employee documents such as contracts, performance reviews, and benefits enrollment forms securely.
Project Management
Attach project-related documents (e.g., contracts, plans, designs) to specific tasks and milestones, ensuring everything is in one place.
Customer Relationship Management
Attach customer-related documents (e.g., contracts, communications) directly within the CRM, making it easy to access customer history.
Inventory & Procurement
Manage purchase orders, receipts, and invoices, ensuring that all procurement documentation is centralized and easy to retrieve.
Use Cases by Industry
Document Management for Every Industry
Manufacturing
Organize and store equipment manuals, compliance documents, and maintenance schedules, streamlining asset management and compliance audits.
Construction
Manage project plans, contracts, permits, and blueprints, ensuring that documents are easily accessible for project teams and contractors.
Healthcare
Securely manage patient records, medical documents, and treatment plans, ensuring compliance with HIPAA and other regulations.
Legal
Store case files, contracts, and legal documents securely, with easy access for legal teams and clients.
Finance & Accounting
Securely store financial reports, tax documents, and invoices, ensuring data privacy and compliance with financial regulations.
Education
Store student records, faculty documentation, and course materials, making it easier for staff and students to access educational content.