1. We need to capture specific information together with the document so we can search by profile and/or full text

• If you think of a baggage tag attached to a suitcase providing owners details. A profile can attach specific information relating to a document at the time it is created
• Profiles allow more accurate searching of documents and are particularly valuable for document centric organisations such as lawyers, accountants, etc.
• Forced profiling imparts a consistent organisation wide structure for document filing

2. We need more control over versions and the life cycle of documents

• Version control maintains a record of changes made to documents over time
• Messaging allows a document to be routed to various persons within an organisation
• Sticky Notes enable text notes to be attached to a document without altering the document
• Alert Notes provide at a specified date automatic notification of required document specific actions, eg lease renewal dates.

3. Some documents contain confidential information it is difficult for us to keep confidential documents confidential - but still accessible to those that need them.

• Document specific security allows confidential documents to be accessible only to those persons with the appropriate security level

4. We need a better scanning solution for hard copy documents

• Auto scan routing automates the process of directing incoming documents from a scanner to individual recipients
• Bulk profiling of scan documents allows rapid conversion of hard copy documents to electronic
• With staff in multiple locations scanning and auto routing documents to those staff is an efficient method of distributing mail

5. We need an effective way to manage our emails

• Profiling of selected emails allows only business related emails into the system removing spam and extraneous emails
• Adding emails as Outlook documents allows the features of Outlook to be used inside your document management solution

6. We need integration between our existing software, ie practice management, time cost billing, CRM and our electronic documents.

• Integration with SQL or other ODBC databases allows the profile to be synchronized with lists held in databases