What you don't know doesn't hurt much; what hurts is that you know something is there and you cannot find it.
The document management module of Projma's project, portfolio and program management solution helps you manage enterprise-level documents with great ease. It unshackles you from the inefficiencies of paper-based document processing and management. Whether it is one document being managed by multiple team members or one team member managing multiple documents, the intuitive interface and heuristic backend of our document management module, you can share the documents across the continents as if you are sitting in a common room.
Projma's document management module automates the most difficult tasks associated with:
 |
Document imaging |
| |
|
 |
Electronic forms |
| |
|
 |
Document delivery |
| |
|
 |
Searching and finding relevant content |
| |
|
 |
Routing documents for approval (workflow) |
| |
|
 |
Creating custom portals for employees and customers |
Its multi-user environment supports:
 |
Folder and file permissions: Documents are very critical to your business processes and you should be able to control who can do what with your documents, and the folder that contain these documents. You can set different permission levels such as: |
| |
| |
|
 |
Read-only-people can just read the documents. |
| |
|
 |
Create new versions-they can create new, altered versions of the documents but cannot alter the existing ones. |
| |
|
 |
All-they can do whatever they want to do with the document, or a group of documents in a folder. |
| |
|
 |
Block them altogether-they cannot access anything in the folder or the chosen documents. |
| |
|
 |
and much more |
| |
|
|
 |
Group permissions: This is more or less the same thing discussed above. You can assign permission levels to groups, instead of files and folders so that a group of people can perform certain operations on your document. |
Any system is as good as it is easy to use. With Projma's document management module we've made sure you can manage your documents seamlessly because sometimes managing your procedural and project documents is the most important part of your job. Our document management module:
 |
Has an intuitive and simple interface. It doesn't require a steep learning curve. It's simply an off-the-shelf package that you start using from day one. |
| |
|
 |
Sends automatic notifications to you and the different groups you've created. This way your team is continuously updated about the current status of your documents. |
| |
|
 |
Facilitates file and folder monitoring so that no one can intentionally or unintentionally wreck havoc with your documents. This feature keeps your documents secure. |
| |
|
 |
Has an integrated advance search tool so that you can find the needed document within a few seconds amidst even 1000s of documents. You can search within: |
| |
| |
|
 |
Text documents |
| |
|
 |
MS-Word documents |
| |
|
 |
PDF documents |
| |
|
 |
And a horde of other document file formats |
| |
|
|
 |
Lets you perform bulk operations such as: |
| |
| |
|
 |
Moving documents |
| |
|
 |
Deleting documents |
| |
|
 |
Emailing documents |
| |
|
 |
Sending notifications |
| |
|
 |
Setting permissions and assigning access levels |
| |
|
|
The comprehensive but easy to use administration interface delivers you the following awesome features:
 |
Highly scalable and customizable database. Since everything is done through your browser, the capabilities of our document management database are not limited to your hardware capacity. |
| |
|
 |
The event-logging facility lets you keep track of who does what and when. |
| |
|
 |
Our integrated log viewer gives you a broad view of all the events so that you can immediately get a glimpse of the bigger picture. |
| |
|
 |
Different stats and reports let you evaluate how efficiently your documents and the information contained in them are being utilized. |
| |
|
 |
According to your requirement and ease, you can either use the database to store the documents, or the file system. They both have their advantages. You can generate queries using a database and you can create indexes and views using the documents. |
| |
|
 |
Our power-packed backup tool keeps your documents secure 24x7. |
| |
|
 |
The backup system is supported by the version-control feature that lets you save every version of your document. This way you can easily traverse through various revisions and retrieve documents in case of inadvertent damage. |
| |
|
 |
The trash collection features is just like the recycle bin on your PC desktop. In case you delete documents by mistake you can easily retrieve them from your trashcan. |
| |
|
 |
If you are not satisfied with your current document types you can even create your own document types. Such a situation arises rarely but creating your own document types helps you organize and retrieve your information exactly the way you want. |
The "peer review" and "customizable workflow" features allow your team members to review each others' documents. The peer review feature greatly improves the quality of document management and gives you tighter control over the review and refinement process. Workflow assigns specific document management tasks to the right people at the appropriate time with built-in approval and escalation alarms, along with deadlines, according to your need. |