Functionality
- Systematized storage and cataloging of information by document type: documents of individuals, sole proprietors, legal entities with an indication of their location
- Registration of documents, search for cases, volumes and documents, including full-text search based on the content of documents
- Client dossier card with information on client documents, document description, and other information
- Case designer in accordance with the structure and approved provisions of archival storage, generation of a consolidated file register, structural division files
- Monitoring the completeness of client dossiers and sending messages about detected errors
- Scanning of paper documents with import to archive, including documents in electronic format
Issuance and return of files, volumes, and documents - Generation of an acceptance and transfer certificate, certificate of document transfer to divisions, certificate of destruction of documents
- Audit of operations, report generation
softXspace Archive integration with automated banking information system (ABIS) - Loading a group/role model from external systems (Active Directory)
- Configuring the role model and access rights to System objects
Implementation results
Implementation of softXspace Archive provided structured storage of documents in electronic form, minimized the cost of maintaining a paper archive, increased the efficiency of work with document management in general, and simplified work with archival documents (withdrawal, sending for storage)
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