• Globodox is a document management software suite designed for the Medium to Large business. • Is the result of feedback received.
Download ReportTranscript • Globodox is a document management software suite designed for the Medium to Large business. • Is the result of feedback received.
Slide 1
Slide 2
• Globodox is a document management software suite designed for the
Medium to Large business.
• Is the result of feedback received from our customers around the
world.
• It features an integrated set of tools for scanning, indexing,
searching, securing, sharing, auditing and workflow.
• Is one of the simplest and fastest document management solutions
in the market today!
• Globodox lets you manage your documents exactly how you want
to...!
Slide 3
Adding documents
Multiple ways to add documents
• Drag and Drop Files and Folders directly from Windows
Explorer
• Search and Add Files
• Monitor Multiple Folders to add files
• Scan & Batch Scan
Slide 4
Different ways to organize your
documents...
• Storing them in a simple Folder hierarchy
• Attaching simple text Tags to each document
• Attaching structured indexing information to each document
Document Types
• Group multiple documents under common indexing
information as Stacks
Slide 5
Storing them in a simple folder hierarchy
• Create a Folder hierarchy just like in Windows Explorer.
– Folder hierarchy can be multi level and individual folder/sub-folders can be
shared or hidden. High performance because folder hierarchy is backed by
a powerful database.
• This is the fastest way of organizing documents.
Attaching simple text tags to each document
•
Add simple text tags to each document (just like you do on web sites like Flickr,
Facebook etc..). Quickly find documents which contain the tags you are
searching for.
•
Helps you get started with minimal effort. The combination of folders and tags
is an extremely powerful document management solution by itself.
Slide 6
Attaching structured indexing information to each
document…
•
For a more structured approach you can define
Document Types.
Choose the pieces of information you want to store for each
document type.
For e.g. store Invoice No., Invoice Amount with Invoices,
store Agreement Date, Agreement Party with Agreements.
•
Helps you quickly create a highly structured repository
of your documents.
e.g. Quickly find all agreements with Company A which need to be renewed in
December 2008.
Slide 7
Group multiple documents under common indexing
information…
• Documents can be arranged in a Stack. Stacks can have their
own indexing information. So, you can search for documents
by searching for stack's indexing info. Stack of multiple
documents share the same indexing information.
For e.g. all documents for a particular client.
Slide 8
Linking documents to each other
• Link related documents to each other.
You are looking at a cheque and want to take a look at
the invoices paid via that cheque?
The information is just a click away.
Similarly you are looking at an invoice and want to look at all the cheques issued
against that invoice... again the information is just a click away…
Slide 9
Powerful Search
•
Quick Search
Just type in what you want and get results
•
Advanced Search
–
–
–
•
Combine multiple conditions and create a single advanced search
Save Advanced Searches for regular use
You can even search for saved searches!
Document Full Text Search
Look for words within the document text
•
Search Folders
Easily search for a particular folder
Slide 10
Draft Documents
•
Save documents under review as Drafts before you publish
them
Do documents in your organization or department go through multiple
revisions and reviews? Then you can make the edits and save the
document in the Draft Mode as a minor version, until it is ready to be
published in its next version.
E.g. save the document as versions 1.1, 1.2, 1.3 etc. until ready to
be published as version 2.0.
Slide 11
Automate business processes
•
Easily automate business processes.
•
Create rule based procedures.
Similar to those used by your organization to do the same task in real life
scenarios.
•
Documents can never be lost or misplaced.
•
Documents are always passed on to the right person. Thus,
eliminating the chances of sensitive/ confidential data being leaked.
Slide 12
Access Documents from Anywhere
• Use the Web Browser to access your documents from
anywhere
With Globodox Web Client you can use a web browser to
access your documents and data over your corporate
Intranet or even over the Internet.
Slide 13
Security
•
Roles and Privileges
Define Roles for users and set privileges at the top level.
•
Hierarchical Security Groups
This security feature ensures that users in a group can only access documents
owned by their group and documents of their sub groups.
•
Share, Assign or Restrict
Users can control by simply sharing and restricting.
•
Security Labels
Create Security Labels to assign custom security to objects.
•
Control Printing and Saving
Disallow printing, saving to local machine, emailing by simply denying the
Distribute permission for a document.
•
Event Logging / Auditing
Log details about user actions like addition and modification with the Event
Logging feature.
Slide 14
Salient Features
•
Simple... Very Simple...
Globodox offers the familiar “MS Outlook style” user interface. So your users already know
how to use it.
Globodox offers a Windows based Desktop Client and a browser based Web Client and both
clients offer an absolutely identical user interface! So users do not need to learn anything
twice...
•
Search Focused
We recognize the power of a good search tool in quickly locating your documents. Globodox
is built around its powerful search feature. Perform simple or complex searches in seconds.
•
Document Annotation
Annotations such as highlight, line, rectangle, ellipse can be added to each document. Notes
and bookmarks can be added anywhere in the document and users can directly jump to a
bookmark. Redaction helps you hide portions of a document from certain users.
•
Auto Stamp, Auto Publish and Signature
You can add a stamp, a signature and even publish a document automatically in Globodox, as
part of the workflow designed. This set of activities is particularly helpful for organizations
where large teams are split into multiple workgroups.
Slide 15
•
Check-in / Checkout
When you edit a document, you can checkout that document so that other users are
prevented from modifying the same document, till the time you check-in the document.
When a document is checked out, other users will still be able to view the document but
they will not be able to modify the document.
•
Versions
Create and retain multiple versions of the same document. You can easily access the older
version of a document at any time. You can add Version Notes to remember the changes
made for the version.
•
Encryption
Encrypt your documents using industry standard strong encryption algorithms such AES,
Blowfish and Triple-DES.
•
Review Activity in Workflow
Globodox gives you the ability to route to your team members, documents you have revised.
This means your team members can review the changes made by you and add their
comments, if any. It even saves details of who reviewed the document, when and what
comments they left.
Slide 16
More…
•
Bar Code Recognition
Powerful bar code recognition features to help in document separation and automatic
document indexing.
•
OCR
Optional OCR module to recognize and index text from scanned documents.
•
Active Directory Integration
Globodox allows the network administrator to import the entire Windows user database into
the Globodox so that users do not require separate login information to access Globodox,
thereby saving their time daily.
Slide 17
A quick quick guided tour!!
Slide 18
Modes of Adding Documents to
Globodox – Either Create once,
Scan one or else add from Disk
Check-out a document to edit. Document
is locked while you edit. Check in and
Globodox manages versions
This is the workspace which
lets you browse and select
documents based on folders,
rules or else tags
Route Documents by Email, Fax or else
by Workflow that you create
In the default view, you
can see the document
in it’s original format
This is the annotation bar that
lets you manipulate the
documents by adding a
signature, stamp or highlight,
comment to the same.
This is the list of documents that
match the nodes selected on
the workspace
This is the tab pane that
lets you view and add
additional
information
related to the document
Slide 19
This is the thumbnail view
which you can use to navigate
through a longer document
Slide 20
Globodox supports you adding
sub folders to existing folders.
You can also set security
labels, export or clone folders
Slide 21
Add tags to make your document
searchable using them
This pane lets you modify information
about the document, its author, folders
and organizations it is related to. Now lets
see what the other tabs lead us to
Slide 22
The pages tab lets you navigate through the
document. You can also add a bookmark to any
page in a multi-page document and then
navigate directly to the same
Slide 23
The notes tab lets you add
notes to a document
Slide 24
Globodox automatically tracks
and manages all versions of the
same document
Slide 25
Using the Event Log tab you
can see how changes were
made to each document and
by whom.
Slide 26
The links tab lets you create and
view links between this document
and other documents or else stacks
of documents.
Slide 27
Stacks let you group multiple
documents under common
indexing information. For e.g.
all documents for a particular
client.
Slide 28
Globodox has basic as well as
advanced search functionality letting
you create a custom rule and get
results based on the same.
Slide 29
This is the scan window which
lets you decide which scanner
and scanning profile to use and
also document specific settings
Slide 30
Among other things, scan
settings let you specify use of
bar coded separator pages
when batch scanning a stack of
several multi-page documents.
Slide 31
A view of the settings tab. You
can see different types of
users, set up groups, roles,
connected users and security
labels.
Slide 32
An example of how you can setup a document
type – Invoice containing the invoice number,
date, status (paid/ unpaid) etc.
Slide 33
You can define different security
roles with different levels of access
to documents. Users can then be
assigned to one or more roles.
Slide 34
You can also simply share documents
with one or more users .
Slide 35
You can also restrict one or
more users from viewing a
document to which they
otherwise have access.
Slide 36
You can save documents under
review as Drafts before you
publish them
Slide 37
You can use a web browser to
access your documents and data
over your corporate Intranet or
even over the Internet.
Slide 38
Our Clients…
Food and Drug
Administration,
USA
•
•
•
•
•
•
•
•
•
•
•
Marshal Space
Flight Center NASA, USA
Westpac Bank,
New Zealand
Thermo Shandon Ltd, United Kingdom
Translation Bureau, Canada
University of Philippines, Philippines
Osram, Malaysia
Tata Memorial Hospital, India
Hutchinson, Sri Lanka
Ministry of Health, Medina, Saudi Arabia
Lulu Hypermarket, Bahrain
ITP Publications, UAE
Department of Immigration, Rwanda
Toyota Nigeria Limited, Nigeria
Department
of Justice,
USA
Slide 39
About ITAZ Technologies
ITAZ was formed in 1999 to develop and market software solutions
for information management. Our document management product
was launched in January 2001.
Over a period our product established itself with customers in over
50 countries including customers such as the US Food & Drug
Administration and NASA.
Our products are the result of our continuous R&D since 13 years
and our desire to build better software solutions for the global
marketplace.
Slide 40
Thank You…
To Download a 30-day Free Trial
visit www.itaz.com
Contact Us
Email: [email protected]
Telephone: 888-959-7249 (Toll Free - US & Canada)
+1 650-646-2251 (Outside US)
+44 (020) 8133 7349 (UK)
+91 22 6702 0098 (India)
Slide 2
• Globodox is a document management software suite designed for the
Medium to Large business.
• Is the result of feedback received from our customers around the
world.
• It features an integrated set of tools for scanning, indexing,
searching, securing, sharing, auditing and workflow.
• Is one of the simplest and fastest document management solutions
in the market today!
• Globodox lets you manage your documents exactly how you want
to...!
Slide 3
Adding documents
Multiple ways to add documents
• Drag and Drop Files and Folders directly from Windows
Explorer
• Search and Add Files
• Monitor Multiple Folders to add files
• Scan & Batch Scan
Slide 4
Different ways to organize your
documents...
• Storing them in a simple Folder hierarchy
• Attaching simple text Tags to each document
• Attaching structured indexing information to each document
Document Types
• Group multiple documents under common indexing
information as Stacks
Slide 5
Storing them in a simple folder hierarchy
• Create a Folder hierarchy just like in Windows Explorer.
– Folder hierarchy can be multi level and individual folder/sub-folders can be
shared or hidden. High performance because folder hierarchy is backed by
a powerful database.
• This is the fastest way of organizing documents.
Attaching simple text tags to each document
•
Add simple text tags to each document (just like you do on web sites like Flickr,
Facebook etc..). Quickly find documents which contain the tags you are
searching for.
•
Helps you get started with minimal effort. The combination of folders and tags
is an extremely powerful document management solution by itself.
Slide 6
Attaching structured indexing information to each
document…
•
For a more structured approach you can define
Document Types.
Choose the pieces of information you want to store for each
document type.
For e.g. store Invoice No., Invoice Amount with Invoices,
store Agreement Date, Agreement Party with Agreements.
•
Helps you quickly create a highly structured repository
of your documents.
e.g. Quickly find all agreements with Company A which need to be renewed in
December 2008.
Slide 7
Group multiple documents under common indexing
information…
• Documents can be arranged in a Stack. Stacks can have their
own indexing information. So, you can search for documents
by searching for stack's indexing info. Stack of multiple
documents share the same indexing information.
For e.g. all documents for a particular client.
Slide 8
Linking documents to each other
• Link related documents to each other.
You are looking at a cheque and want to take a look at
the invoices paid via that cheque?
The information is just a click away.
Similarly you are looking at an invoice and want to look at all the cheques issued
against that invoice... again the information is just a click away…
Slide 9
Powerful Search
•
Quick Search
Just type in what you want and get results
•
Advanced Search
–
–
–
•
Combine multiple conditions and create a single advanced search
Save Advanced Searches for regular use
You can even search for saved searches!
Document Full Text Search
Look for words within the document text
•
Search Folders
Easily search for a particular folder
Slide 10
Draft Documents
•
Save documents under review as Drafts before you publish
them
Do documents in your organization or department go through multiple
revisions and reviews? Then you can make the edits and save the
document in the Draft Mode as a minor version, until it is ready to be
published in its next version.
E.g. save the document as versions 1.1, 1.2, 1.3 etc. until ready to
be published as version 2.0.
Slide 11
Automate business processes
•
Easily automate business processes.
•
Create rule based procedures.
Similar to those used by your organization to do the same task in real life
scenarios.
•
Documents can never be lost or misplaced.
•
Documents are always passed on to the right person. Thus,
eliminating the chances of sensitive/ confidential data being leaked.
Slide 12
Access Documents from Anywhere
• Use the Web Browser to access your documents from
anywhere
With Globodox Web Client you can use a web browser to
access your documents and data over your corporate
Intranet or even over the Internet.
Slide 13
Security
•
Roles and Privileges
Define Roles for users and set privileges at the top level.
•
Hierarchical Security Groups
This security feature ensures that users in a group can only access documents
owned by their group and documents of their sub groups.
•
Share, Assign or Restrict
Users can control by simply sharing and restricting.
•
Security Labels
Create Security Labels to assign custom security to objects.
•
Control Printing and Saving
Disallow printing, saving to local machine, emailing by simply denying the
Distribute permission for a document.
•
Event Logging / Auditing
Log details about user actions like addition and modification with the Event
Logging feature.
Slide 14
Salient Features
•
Simple... Very Simple...
Globodox offers the familiar “MS Outlook style” user interface. So your users already know
how to use it.
Globodox offers a Windows based Desktop Client and a browser based Web Client and both
clients offer an absolutely identical user interface! So users do not need to learn anything
twice...
•
Search Focused
We recognize the power of a good search tool in quickly locating your documents. Globodox
is built around its powerful search feature. Perform simple or complex searches in seconds.
•
Document Annotation
Annotations such as highlight, line, rectangle, ellipse can be added to each document. Notes
and bookmarks can be added anywhere in the document and users can directly jump to a
bookmark. Redaction helps you hide portions of a document from certain users.
•
Auto Stamp, Auto Publish and Signature
You can add a stamp, a signature and even publish a document automatically in Globodox, as
part of the workflow designed. This set of activities is particularly helpful for organizations
where large teams are split into multiple workgroups.
Slide 15
•
Check-in / Checkout
When you edit a document, you can checkout that document so that other users are
prevented from modifying the same document, till the time you check-in the document.
When a document is checked out, other users will still be able to view the document but
they will not be able to modify the document.
•
Versions
Create and retain multiple versions of the same document. You can easily access the older
version of a document at any time. You can add Version Notes to remember the changes
made for the version.
•
Encryption
Encrypt your documents using industry standard strong encryption algorithms such AES,
Blowfish and Triple-DES.
•
Review Activity in Workflow
Globodox gives you the ability to route to your team members, documents you have revised.
This means your team members can review the changes made by you and add their
comments, if any. It even saves details of who reviewed the document, when and what
comments they left.
Slide 16
More…
•
Bar Code Recognition
Powerful bar code recognition features to help in document separation and automatic
document indexing.
•
OCR
Optional OCR module to recognize and index text from scanned documents.
•
Active Directory Integration
Globodox allows the network administrator to import the entire Windows user database into
the Globodox so that users do not require separate login information to access Globodox,
thereby saving their time daily.
Slide 17
A quick quick guided tour!!
Slide 18
Modes of Adding Documents to
Globodox – Either Create once,
Scan one or else add from Disk
Check-out a document to edit. Document
is locked while you edit. Check in and
Globodox manages versions
This is the workspace which
lets you browse and select
documents based on folders,
rules or else tags
Route Documents by Email, Fax or else
by Workflow that you create
In the default view, you
can see the document
in it’s original format
This is the annotation bar that
lets you manipulate the
documents by adding a
signature, stamp or highlight,
comment to the same.
This is the list of documents that
match the nodes selected on
the workspace
This is the tab pane that
lets you view and add
additional
information
related to the document
Slide 19
This is the thumbnail view
which you can use to navigate
through a longer document
Slide 20
Globodox supports you adding
sub folders to existing folders.
You can also set security
labels, export or clone folders
Slide 21
Add tags to make your document
searchable using them
This pane lets you modify information
about the document, its author, folders
and organizations it is related to. Now lets
see what the other tabs lead us to
Slide 22
The pages tab lets you navigate through the
document. You can also add a bookmark to any
page in a multi-page document and then
navigate directly to the same
Slide 23
The notes tab lets you add
notes to a document
Slide 24
Globodox automatically tracks
and manages all versions of the
same document
Slide 25
Using the Event Log tab you
can see how changes were
made to each document and
by whom.
Slide 26
The links tab lets you create and
view links between this document
and other documents or else stacks
of documents.
Slide 27
Stacks let you group multiple
documents under common
indexing information. For e.g.
all documents for a particular
client.
Slide 28
Globodox has basic as well as
advanced search functionality letting
you create a custom rule and get
results based on the same.
Slide 29
This is the scan window which
lets you decide which scanner
and scanning profile to use and
also document specific settings
Slide 30
Among other things, scan
settings let you specify use of
bar coded separator pages
when batch scanning a stack of
several multi-page documents.
Slide 31
A view of the settings tab. You
can see different types of
users, set up groups, roles,
connected users and security
labels.
Slide 32
An example of how you can setup a document
type – Invoice containing the invoice number,
date, status (paid/ unpaid) etc.
Slide 33
You can define different security
roles with different levels of access
to documents. Users can then be
assigned to one or more roles.
Slide 34
You can also simply share documents
with one or more users .
Slide 35
You can also restrict one or
more users from viewing a
document to which they
otherwise have access.
Slide 36
You can save documents under
review as Drafts before you
publish them
Slide 37
You can use a web browser to
access your documents and data
over your corporate Intranet or
even over the Internet.
Slide 38
Our Clients…
Food and Drug
Administration,
USA
•
•
•
•
•
•
•
•
•
•
•
Marshal Space
Flight Center NASA, USA
Westpac Bank,
New Zealand
Thermo Shandon Ltd, United Kingdom
Translation Bureau, Canada
University of Philippines, Philippines
Osram, Malaysia
Tata Memorial Hospital, India
Hutchinson, Sri Lanka
Ministry of Health, Medina, Saudi Arabia
Lulu Hypermarket, Bahrain
ITP Publications, UAE
Department of Immigration, Rwanda
Toyota Nigeria Limited, Nigeria
Department
of Justice,
USA
Slide 39
About ITAZ Technologies
ITAZ was formed in 1999 to develop and market software solutions
for information management. Our document management product
was launched in January 2001.
Over a period our product established itself with customers in over
50 countries including customers such as the US Food & Drug
Administration and NASA.
Our products are the result of our continuous R&D since 13 years
and our desire to build better software solutions for the global
marketplace.
Slide 40
Thank You…
To Download a 30-day Free Trial
visit www.itaz.com
Contact Us
Email: [email protected]
Telephone: 888-959-7249 (Toll Free - US & Canada)
+1 650-646-2251 (Outside US)
+44 (020) 8133 7349 (UK)
+91 22 6702 0098 (India)