Enterprise DMS is a Contact based Document Work Flow and File Management System. It enables organisations to create a co-ordinated, uniform approach to the filing, and rapid retrieval subsequently, of Word Processing, Spreadsheet, Presentation, Project Management etc. files for use by all users within an Enterprise.

It provides a solution to promote and ensure consistent Enterprise wide:-

• Document and file referencing standards, removing the need for users to 'remember' complex rules as to how files should be referenced
• Organised filing standards, optimising the efficient retrieval of information subsequently
• Organised file retention, archiving, and deletion, thereby optimising disk storage
• Secure access levels so that confidential data may be kept that way. You can create your own Security System with a minimum of 99 security levels per 'user department'.

You can use EDMS to file all of your Word Processing correspondence, Excel, PowerPoint, MSProject and scanned-in correspondence by Contact within Customer/Prospect/Supplier record.

Use EDMS for:

• Standard letters
• Business forms
• Contracts
• Quotes
• Dunning Letters
• Responses to Invitations To Tender
• Product Specifications
• Minutes of Management Meetings
• Project Meetings, Site Visits
• Responses to requests for information about products and services

You can set up your filing system to reflect the needs of each of your User Groups. Each group will be able to focus upon their own Business Forms, whilst, provided that they have appropriate authorisation, having access to those of other groups.

The following picture illustrates EDMS showing a 'Company Wide' filing system where the needs of the Accounts, Credit Control, Marketing etc. sections have all been set up within the same file system. This provides access to standard templates, a universal filing structure, automated file retention and disposal disciplines.