“1C:Document Management 8” helps to organize storage and shared access to documents and files, automate business-processes and project activities. The product is designed based on the new platform “1C:Enterprise 8.3” and allows to work via web browser and mobile application.
Main functionality
Document accounting according to Russian standards
- Systematized storage of incoming, outgoing and internal documentation of the company in electronic format
- Stream scanning and text recognition
- Document formation based on templates with automatic input of data
- Systematization of documents by types, folders and categories
- Electronic Digital Signature for ciphering and signing the document
- Full-text search
Document flow according to pre-set routes
- Automation of the key processes of document processing (creation, registration, negotiation, confirmation etc.)
- Adjustment of individual routes for different documents
- Automation of procession of internal requests
- Control over the processes with the help of illustrative forms and reports
Shared access to document and files
- Shared access to document and files with division of access rights
- Storage of the versions of documents and files
- Discussions in documents and tasks system
- Built-in mail client and calendar
- Meeting planning and protocoling
- Address book for employees and correspondents
- Working with the system via a web-browser and a mobile application
Planning and control of project activities
- Calendar planning of tasks and labor efforts (similar to Microsoft Project)
- Setting up tasks for the employees (with planned deadlines and labor efforts)
- Accounting of labor efforts necessary for the tasks by the employees
- Plan-fact control of the completion of the project’s tasks
Mobile Electronic Document Management System (EDMS) client “Corporate document management”
The main mechanisms of the mobile version:
- Messages of the mobile system. Notifications on the employee’s completion of a task, creation of a new document, tasks completed past due etc.
- User’s tasks — elements, containing the text, the deadline and other information on the user’s tasks. The tasks are formed by the system’s business-processes.
- Mail, Calendar, Control.
Access to documentation via web-service
The web service allows a user to access the progress from anywhere in the world via Internet with the help of an internet browser.
Working with documents and files
Electronic document management with the correspondents
- Document accounting broken down by the correspondents
- Working with contracts
- Exchange of electronic documents with the correspondents
- Control over the delivery of document to the correspondents
- Supporting hard copy document management and work flow
- Processing the customers' requests
Up-to-date document management methodology
- Storage of the documents’ details in electronic cards
- Route adjustment for registration, negotiation, confirmation, execution and examination of the documents
- Shared access to the documents with regard to data access rights
- Bar-coding of the documents
- The methodology’s compliance with the Russian legislation, State standards and Russian document management practice
Corporate file storage
- Systematization of files by folders, categories and projects
- Using the accounting and registration file cards
- File storage apart from the database
- Automatic file opening in office applications
- Document formation based on templates with automatic input of data
- Autonomous document editing
Ready-made solution for prompt implementation of EDMS
- Transfer to modern centralized storage and working with documents and files
- Reduction of time spent on searching for documents and files
- Automation of document processing according to the company’s regulations
- Prompt organization of document and work flow management with the help of ready-made templates and methodological recommendations
- Reduction of costs related to personnel, consumables and document storage
Processes automation
Automation of data processing with the help of process templates
- Setting up unique processing routes for different types of documents according to the company's regulations
- Using in-built routes for registration mechanisms, negotiation, consideration, confirmation, execution and examination of documents in the templates
- Appointment of users, roles and user groups as responsible parties for the route tasks
- Automatic generation of tasks for the responsible parties according to the document's route
Tools for collective working on the tasks
- Task delegation
- Negotiation of the deadlines
- Communications regarding the tasks
- Shared access to the documents for the task
- Processing of the tasks via email
Visual and statistical control of performance discipline
- Automation of completion of assignments with the help of tasks
- Calculation of labor resources necessary to complete the tasks
- Notification of a responsible and a controlling party of the status of the task completion via email
- Visual representation of processes and tasks for the document
- Reports on the performance discipline
- Sending out reports via email according to schedule
Ready-made solution for automation of the company's business-processes
- Increased transparency, manageability and accountability of the company’s business-processes
- Using modern tools for shared performance of tasks
- Operative control over schedules and results of the task completion
- Increased efficiency of the employees' work
Project management
Calendar planning of tasks and the employees' labor efforts
- Formation of a hierarchical task plan for the project
- Project upload from Microsoft Project
- Automated calculation of the project’s calendar plan
- Representation of the project plan in a Gant diagram
- Planning with regard to contractors, time limits and labor resources
Project task management
- Setting up tasks for the contractors
- Balancing the employees’ work load
- Acceptance of the results of the task completion
- Plan-fact control over time limits and labor resources spent on the tasks
Employees' performance of tasks
- Delegating tasks to another employee
- Negotiation of changing a task deadline with the author
- Communication on the task during its performance
- Working on tasks via e-mail
- Accounting of labor efforts spent on the task
- The responsible party’s report on the results of the task completion
A worthy alternative to specialized products
- You don't require expensive software or IT-infrastructure
- Clear plan for the employees
- Feedback on the tasks from the responsible parties
- Suitable for companies engaged in project activities
Integration
Seamless integration with “1C” products – various options
- Exchange plans — automatic exchange of directories, documents and business-processes
- Document management web service — integration on the level of user interface
- Web service of working with the files — using “1C:Document Management” as an external file library
- External electronic document management system with other organizations
Adjusted integration with external sources and applications
- Automatic file upload from the network directory — for example, for integration with stream scanners and fax machines
- Web-service of the message queue — for asynchronous cooperation with other applications and configurations
Advantages for “1C” products and other applications in the case of their integration with “1C:Document management 8”
- Organization of a unified document and file storage for different company’s data bases and applications with the help of “1C: Document management 8”
- Document negotiation and confirmation with the help of “1C: Document management 8” processes
- Working with documents, files and processes without logging in into “1C: Document management 8”