List of functions - TriDoc standard
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TriDoc is a document management system that provides advanced workflow and approval processes, secure archiving, search capabilities, access controls, and customization options. It allows for defining approval processes, notifying users of tasks, archiving documents with retention periods, searching metadata and contents, controlling access based on roles and permissions, and integrating with email, fax, scanning and other systems. TriDoc also includes version control, dashboards, reporting, import/export, and business customization features.
List of functions - TriDoc standard
- 1. TriDoc - List of functions Workflow Advanced approval workflows with arbitrary approvers and approval levels Simple approval workflow to manage fundamental processes Automatically triggered approval processes Approval process definition for document types and projects Automatic (timed) e-mail notification of the arrival of approval tasks Automatic (timed) e-mail notification of late approval tasks (user and supervisor as well) Individual approval task list Current approval tasks list on the Dashboard Archiving Secure, database-based document archiving Specify document retention periods E-mail notification, e-mail sending Automatic e-mail notification of the arrival of document preparation tasks Automatic e-mail notification of the arrival of approval tasks Automatic (timed) e-mail notification of late approval tasks (user and supervisor as well) Sending attached files of document versions by e-mail Search Search for all meta data of the registered document Quick search Search for custom fields Search based on barcodes Search documents of logically deleted status Access control Acces control based on roles Data-level access control based on document categories - customizable Data-level access control based on projects - customizable Functional access control - customizable Document meta data Using tags Attach notes to documents, document versions Approval notes Individual identification of documents using registration numbers Barcode identification Manage external IDs Link companies, persons to documents Link documents Place custom fields on datasheets, lists tridoc.eu Follow us: www.twitter.com/TriDoc_standard www.facebook.com/TriDoc.standard
- 2. TriDoc - List of functions Logging, statistics Document history - User-related events Document history - Document category/type related events Document history - Project related events System log - User-related events System log - Datasheet related events Document statistics Export/Import E-mail based group registration of documents Export of language database (xls, xml) Import of language database (xls, xml) Export of reports and screening results (xls) Version control Checkin/checkout group work support Lock documents Document history Three level versioning Dashboard Quick registration List of tasks assigned List of documents have to be prepared List of documents have to be approved Quick search Search based on barcodes Task assignment Integration E-mail based fax and scanner integration Microsoft Word integration(2003,2007) Microsoft Outlook integration (2003,2007) Partner database integration based on Xls E-mail integration Business customisation 30 custom fields Core data customisation Language customisation with translation support Unique document types and categories Freely configurable access control Advanced approval workflows with arbitrary approvers and approval levels tridoc.eu Follow us: www.twitter.com/TriDoc_standard www.facebook.com/TriDoc.standard