WorldSoft Document Management Work Flow LAN or WEB (WSDM)

FEATURE HIGHLIGHTS
• Install on a Desktop class PC:
WSDM just needs a TCP/IP Address on your LAN in order to be accessed by users.
• Installation is Self-Contained:
WSDM has eveything it needs within its installation in order to operate as a Browser based application. Apache Web Server amd MySQL database are the underlying applications that support WSDM. Therefore, if you need to install it for an internal LAN only use or an external Internet use, it is ready to perform either way.
• Thin-Client, Browser Only User Application on their desktop
• Unlimited Users
• Up to 99 Different Web Groups - each having their own user community and search indexes and document files
• Group Interactive Sharing of Documents, Tasks, Events, Collaboration, Document Workflow Approval, E-Mail Notification
• Can be installed on Private LAN network - Users only need to use a Browser to access WSDM
• Can be installed on Public Internet web access - Users only need to use a Browser to access WSDM
• User login/password access
• Users can upload single documents, up to 10 documents, or an entire folder of 1,000's of documents
• Use documentINDEXER+ to upload documents: our automatic document search indexing software product, documentINDEXER+, has a built-in release process that will publish document search indexes and their associated documents (file names and storage path) directly into WSDM automatically! This way you streamline the business process of both automatically indexing the searching of your documents, converting scanned TIF images into searchable PDF files, and using an unlimited multi-user browser based thin-client document management application to find, share documents, collaborate, use document workflow approval and much more. Best yet do all of this without spending $10,000!
• My Desktop: A configurable desktop (opening screen) can display a calendar, task management, document management, bulletin board notices, and a list of newest files added to the library.
• CALENDAR: See a calendar of events for all users in group. Filter calendar by selectable event types.
• Task Management
• Task Management: Assign users within a group a task
• Task Management: Users report action taken on task
• Task Management: Display all group or single user tasks in a GANTT Chart
• Document Workflow (Document Level):
• Document Workflow (Document Level): Assign a user to a document, give description of document task, user is e-mail notified about the document task
• Document Workflow (Document Level): User reports action taken on document task, document task assigner is e-mail notified of progress/action taken
• Document Workflow (Automatic Folder Level): Any file that comes into this type of folder is automatically assigned a document task and the user assigned the document task is e-mail notified automatically.
• Document Workflow (Approval): The document workflow used automatically at the folder level can be used in a series of approval processes among several group users.
• SEARCH FOR INFORMATION:
• FOLDER SEARCH: Use this function to search for and display only the target folder(s) needed. Very helpful when searching for a folder among hundreds of folders. Time saving feature especially using it on-line with an Internet connection.
• INDEX SEARCH: File Name, Title, Author, Description, plus content (if a DOC, TXT, XLS or searchable PDF file), Document Type, Revision Number, Notes, Creation Date, Revision Date, Upload Date or range of any of these dates
• FULL CONTENT SEARCH: Search for a word or group of words in any DOC, TXT, XLS, or searchable PDF file
• EXTERNAL DATABASE SEARCH: Can use this feature to search for documents related to a different MySQL database outside of the one used for WSDM
• FILE LEVEL FUNCTIONS
• DOWNLOAD:
Download the file to open or save to a folder on your local PC. Whatever the file type, the installed application software on the users PC is used to open and display the file.
• PROPERTIES:
Displays all relevant file information
• DELETE:
If user has the rights, delete the file
• APPEND PDF:
A user can append another PDF file to a PDF file already existing in WSDM
• CHECK OUT/CHECK IN:
Users with this permission have the ability to check out a file. While the file is checked out, other users have READ only rights to this file until it is checked in.
• REPLACE/EDIT:
Users with this permission can replace a file with a new file version or edit the file.
• WATCH FILE NOTIFICATION: Users can set a "watch file" command on any single file they deem important. Anyone who accesses this file for any reason the user "watching" this file will receive an e-mail notifying them of the file name, folder location, date/time of access, the user who accessed the file and what was the file operation used by this user on the file.
• ACCESS LOG:
WSDM keeps track of what user accessed any file. A log entry of file access is maintained for viewing.
• VERSION/HISTORY:
WSDM keeps a version history log on each file. The log tracks what user and what action was performed on the file.
• NOTES: Users within a group can attach/post notes to any file. These notes can be read by all users of the workgroup. The note content can be searched on by all users in the group.
• E-MAIL INFORMATION ON A DOCUMENT: Any user within a group can right click on a document and send anyone within the group an e-mail concerning that document. The content of that e-mail automatically becomes part of the stored notes about that document. The entire content of the e-mail then becomes searchable just like the contents of the note feature.
• WORKFLOW ADD/CHANGE:
Users with this permission can add or change a workflow at the document level. See more about document workflow above.

This product is designed to be used in conjunction WITH our product documentINDEXER+ OR can be used independently (as a stand alone product). WSDM's repository (where your document files are stored) can be automatically built by documentINDEXER+ or the user can upload single files, ten files at a time or a mass upload of all the files in a given folder (that the user creates - if they have the " user rights") or both.

If your need is to use the Repository (where files are stored) for functions such as workflow processing, collaboration, scheduling or task management then WSDM is the product for your office. You may need the ability to “check out” a file so that no one can change it, or you may require folder/file security, or file access reporting, then WSDM is a great product.

A key component of a Repository is the method of retrieval. You may prefer folder navigation. You may want to retrieve files by entering a “key word” (Content Management). Or, you may want to access a database by “indexes” or tags. Or, you may want to use all three retrieval options. Beside using the internal database (MySQL) that comes with WSDM, an external MySQL database can be set up for document retrieval from that source. Using an external database as a source can be useful if the goal is file archive/retrieval only (without any collaboration, task management, access logging, etc) from a LAN or WEB or BOTH.

You may prefer a client/server environment. Or, you may prefer a web based deployment. Or, you may want both. Again WorldSoft Document Management LAN or WEB is the product to choose.

WSDM is an aid to compliance with both the Sarbanes-Oxley Act of 2002 (SOX) and Health Insurance Portability and Accountability Act of 1996 (HIPPA). The implementation and use of WSDM does not imply full and complete compliance with either of these laws. However concerning document access control, document/file history audit trail and version control, WSDM does aid in compliance with this part of these laws.

For a complete review of the Sarbanes-Oxley Act of 2002 (SOX), please research the resources at this web site:
http://thecaq.aicpa.org/Resources/Sarbanes+Oxley/

For a complete review of the Health Insurance Portability and Accountability Act of 1996 (HIPAA), please research the resources at this web site:
http://www.cdc.gov/mmwr/preview/mmwrhtml/m2e411a1.htm

WorldSoft Document Management LAN or WEB brings on-line records management, document management, enterprise content management (ECM), to the small business user where it was price prohibitive before now.

The WSDM software is licensed for unlimited users LAN or WEB

A user login allows an administrator to establish security levels, access rights and user privileges.

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This is the first screen following LOGIN. The sections can be moved (drag and drop) to each users preferred position. The sections to display (or not displayed) can be configured by the administrator globally.