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Vitalij Petrov, Sales director doclogix.lv

DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE. Vitalij Petrov, Sales director www.doclogix.lv. IMPROVED FEATURES. NEW FEATURES. COMPATIBILITY. Automatic task completion Contact and registry number based search Automated acquaintance with documents

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Vitalij Petrov, Sales director doclogix.lv

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  1. DocLogix 2014 • MORE SIMPLICITY AND EVEN BETTER PERFORMANCE Vitalij Petrov, Sales director www.doclogix.lv

  2. IMPROVED FEATURES NEW FEATURES COMPATIBILITY

  3. Automatic task completion • Contact and registry number based search • Automated acquaintance with documents • “One man several desktops” NEW FEATURES

  4. Automatic task completion NEW FEATURES

  5. Automatictaskcompletion MAIN BENEFITS The deadlines for task completion will not be missed anymore The process will not stop if somebody forgets or lags behind with task completion

  6. Automatictaskcompletion • Assign a task with a settled deadline for its completion • Predetermine a task result for the case if a task is not completed on time (i.e. the system will complete the task automatically) • A responsible person will receive a task with special notifications about task’s due date and possible system actions. • If deadline is missed, the auto completion functionality turns on and the system completes the task and processes the document further.

  7. Automatictaskcompletion Pick a workflowaction

  8. Automatictaskcompletion Selectautocompleationfunctionality

  9. Automatictaskcompletion Set the preferences what action should the system take if the task is not completed on time

  10. Automatictaskcompletion The user receives task with notification when the task will be completed automatically and what the result will be

  11. Automatictaskcompletion The system includes holidays when calculating the deadline

  12. Automatictaskcompletion Seealltaskcompleationdetails

  13. Contact and registry number based search NEW FEATURES

  14. Contact and registry number based search MAIN BENEFITS: Quicker search engine with more relevant and structured search results. Find all documents related to your customer, partner, particular registration number

  15. Contact and registry number based search Choose the search criteria straight in the single search field Start typing and system will instantly provide suggestions for your convenience Click the search icon or press “Enter” and the relevant results will be displayed instantly Search results will be grouped for your convenience Security: as usual, every employee can only access only the information that is allowed according to company’s security policy.

  16. Contact and registry number based search Choose the search criteria straight from the single search field

  17. Contact and registry number based search Search results will be grouped for your convenience

  18. Automated acquaintance with documents NEW FEATURES

  19. Automatedacquaintance MAIN BENEFITS DocLogix automatically sends relevant rules to new employees for acquaintance Notifies existing employees of any changes. All employees are automatically acquainted with valid rules and procedures relevant to their position

  20. Automatedacquaintance Issue a task for a group and attach the documents they must get acquainted with. Enable document validation and group changes tracking functionality DocLogix automatically sends relevant rules to existing employees for acquaintance The system automatically notifies existing and new employees of any changes.

  21. Automated acquaintance Create a task and enable document validation and group changes tracking functionality

  22. “One man several desktops” NEW FEATURES

  23. “One man severaldesktops” • MAIN BENEFITS • Usermayworkin: • differentpossitionswithin a company • differentcompanies • No more misunderstandings after the surname change DocLogix 2014 recognizes the user and provides him with particular DocLogix working desktop depending on his chosen role.

  24. “One man severaldesktops” Change your working desktop according to your position in one click. Access different documents, receive tasks and be involved in different processes according to your possition or company you are working for at the moment

  25. “One man severaldesktops” Choosethecompanyyouwillperformfor Choosethepositionyouwillperformfor

  26. Optimized document registration • Resolution management • Multi-signing functionality out from the task IMPROVED FEATURES NEW FEATURES

  27. Optimized document registration IMPROVED FEATURES NEW FEATURES

  28. Optimizeddocumentregistration Documentregistration just in 30s.

  29. Optimizeddocumentregistration Preferences will be provided when filling the document card, so your typing efforts will be reduced. Multiple file upload is available from all most popular internet browsers. The system may delete original files automatically, once they have been converted into pdf.. Start the document related process automatically when creating a document.

  30. Resolution management IMPROVED FEATURES NEW FEATURES

  31. Resolutionmanagement Always be sure who is the main responsible person for the resolutions More convenient and even more transparent functionality for resolution management

  32. Resolutionmanagement Assign the same resolution to several responsible persons Mark the main responsible person Assign several resolutions for the same document Track the resolution completion status in the hierarchically grouped and visualized resolution history

  33. Resolutionmanagement Indicate the main responsible person for the resolution

  34. Resolutionmanagement Delegate the resolution

  35. Resolutionmanagement The resolution history represents the main responsibleperson

  36. Resolutionmanagement You may recall a resolution, ifneeded

  37. Multi-signing functionality out from the task IMPROVED FEATURES NEW FEATURES

  38. Multi-signing Complete multiple tasks even if they require e- signature Complete multiple TASKS that require digital signature at once

  39. Multi-signing Choose a group of tasks you want to complete (for instance: waiting for approval) A task completion dialog opens with a multi-action button Turn on the multi-action button and mark all the tasks that you wish to complete Chose the purpose of the signature and e-document format as well as certificate And sign.

  40. Multi-signing Open task module and find all tasks grouped according the action required Enable multi complete button

  41. Multi-signing Mark all the tasks that you wish to complete

  42. Multi-signing Gothroughthesigningprocedure

  43. Multi-signing Check the results

  44. x64 Architecture • Windows Server 2012 / SQL Server 2012 / Windows 8 /MS Office 2013 • Microsoft Internet Explorer 11; Google Chrome; Mozilla Firefox; Apple Safari COMPATIBILITY NEW FEATURES

  45. x64 Architecture When used on a 64 bit machine DocLogix 2014 can now use terabytes of operating memory and, as the load increases, the system can be scaled and its performance kept in check

  46. THANK YOU www.doclogix.eu

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