Document Imaging and Software Classes

Product Features

DATABASES:

  • Multiple Databases – No limit to the number of databases that may be created on a system. (Limited size of the computer. See “SuperFileIt! System Requirement”*.)
  • Databases may be named to better reflect the kind of records that are stored in them: i.e., Financial Records, Personnel Records, Shipping Documents, etc.
  • The database administrator determines the users who may access each database and the level of access each user may have in that database.
  • A user ID and password are required to enter each database.
  • There is no program limitation on the number of storage projects that may be located in each database. Download a Blank Docustore Database

STORAGE PROJECTS (eCabinets):

  • There is no program limitation on the number of records or eFolders that may be created in a storage project.
  • There is no program limitation on the number of documents that may be stored in each record.
  • Administrators may modify existing storage projects at any time. (Limitations apply, refer to the “eCabinet Setup or Modification”* section)

INDEXES:

  • Up to ten indexes may be created for each record.
  • Indexes can be edited or modified at any time.
  • One or two index field must be entered to create a record (see “Advanced Options”*). The other indexes may be entered at the same time, at a later time or left empty.
  • Two indexes can be linked as required fields so that a record cannot be filed until information has been entered into these two indexes.

eSUBFOLDERS:

  • There are no program limitations on the number of subfolders that may be created for each record.
  • Subfolders may be edited or modified at any time.
  • Subfolders may be added to the storage project at any time. (See “eSubFolder Setup”*)

eDOCUMENTS:

  • There are no program limitations on the number of documents that may be scanned into an eFolder.
  • Documents are scanned in a PDF format.
  • Documents may be added to an eFolder at any time.
  • If already in electronic format, documents may be inserted in an eFolder at any time.
  • Single and multiple documents may be imported into an eFolder from within the user’s system at any time. Imported documents retain the format in which they were created: i.e., a Word document retains its Word format; an Excel spreadsheet retains its Excel format, etc.
  • Documents can be located, viewed, printed, faxed* and e-mailed* from each user station.

SEARCHES:

  • Records may be retrieved by selecting an eIndexField from a dropdown list of eIndexFields. (See “eDocument Search”*)
  • Records may be retrieved by wildcard searches in the indexes.
  • Multiple index searches may be performed.
  • Searches may be performed within a single storage project.
  • Searches may be performed across all storage projects within a database.

PDF REPORTS:

  • Search results can be saved as a “PDF report”*.
  • Headers and footers can be edited for each individual report.
  • Dates and paging can be added to each individual report.
  • Color may be added to or deleted from each individual report.
  • Notes, highlighting, underlining and other features can be added in Adobe® Acrobat® to stress points in each individual report.
  • Reports can be generated, viewed, printed, “faxed”* and “e-mailed”* from user stations.

HTML REPORTS – Exporting eDocuments:

  • An “HTML report”* can be generated from records selected in the search program.
  • The HTML report includes all of the data entries from the selected records as well as all of the eDocuments associated with those records.
  • The HTML report can be renamed and saved to any location on the user’s system.
  • The HTML report can be shared with others outside the user’s system, such as clients, government agencies, etc. Those outside users do not need to install the Docustore Software to access the records provided to them in the HTML report.
  • The HTML report can be printed to CD or diskette, or zipped and emailed for outside users.
  • HTML reports can be “posted”* on a web site for public sharing.

ACCESS LEVELS:

  • Administrators: Full access (insert, edit, delete, print) to all eCabinet within a database (only databases assigned by the Master administrator).
  • Scanners: Full access (insert, edit, delete, print) to all eFolders within a database, no access to eCabinet information.
  • Viewers: Read and print only access to all eCabinets within a database.

* See Help Files for more details.

Document Imaging and Software Classes