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DocuKlaud - Modern Document Management

avtor: KLAUDXYS SPA

(82 ocene)

Optimize document processes with custom workflows, version control, and flexible security

DocuKlaud - Modern Document Management is an advanced solution designed to empower organizations in optimizing their document classification, review, approval, and signing processes through flexible and efficient workflows. With a robust set of features, DocuKlaud offers a comprehensive document management experience, including:

  1. Custom Workflows: Design tailored approval workflows by defining specific stages and determining if approval is required from all participants at each phase or only from the first person to approve or reject.

  2. Electronic Signature: Integrate a signing stage into your workflows, allowing the participation of both internal and external users to your organization.

  3. Document Templates: Create documents from predefined templates that are automatically populated with the information entered upon uploading a document.

  4. Advanced Version Control: Customize versioning nomenclature to clearly and efficiently track document iterations.

  5. Document Coding: Automatically assign a code to all documents based on the hierarchical folder structure.

  6. Detailed Document History: Access a comprehensive history that details previous workflows and the actors involved in each review stage, providing transparency throughout the process.

  7. Expiration Management: Get a panoramic view of documents that are about to expire or have already expired, helping you maintain effective control and take timely action.

  8. Transmittals: Facilitate formal tracking of document delivery to your stakeholders, ensuring smooth and well-documented communication.

  9. Flexible Permission System: Implement a flexible permission system that allows you to set specific authorizations for your folders and maintain rigorous control over information access.

  10. DocuKlaudGPT: Use artificial intelligence to allow users to ask questions and receive answers about document content in formats like docx, PDF (with searchable text), CSV, and txt.

  11. Custom Fields: Incorporate tags and custom fields for document classification, adapting them to your specific requirements.

  12. Bulk Upload: Mass tag your documents and send them to approval workflows efficiently.

  13. Customize Your Corporate Identity: Set up your company logo and colors so that the platform aligns with your brand image.

  14. Optical Character Recognition (OCR): Convert scanned PDF documents into searchable formats, facilitating information search and enabling DocuKlaudGPT to answer questions about the document.

  15. Auditing: We leverage Office 365 Management Activity API to collect detailed event logs related to documents and users in SharePoint. This allows administrators to gain visibility into who accessed, modified, downloaded, or performed specific actions on documents, which is essential for complying with security and auditing regulations.

    This feature is especially useful for organizations that need to comply with security and audit regulations such as GDPR or Data Protection Laws, as it provides a clear traceability of events related to document management. All logs collected are securely managed in accordance with security best practices.

Installation and Configuration

If you need help with the installation process, we offer free support. Request a session at support@docuklaud.com.

Environments

DocuKlaud can be installed as a SharePoint Page, SharePoint Web Part, or a Teams Tab.

Where are documents and data stored?

All document-related information and workflows are stored in lists and libraries on your organization's SharePoint site, ensuring that the data remains within your secure environment. This includes interactions with DocuKlaudGPT.

However, audit logs are securely stored in an external database. This allows you to access them easily and quickly from the DocuKlaud interface.

14-day Free Trial

When installing DocuKlaud, a 14-day free trial subscription is activated. For a commercial version, contact us at sales@docuklaud.com.

Supported Languages

Currently, the application supports the following languages:

  • Spanish
  • Portuguese
  • English
  • German
  • French

Hiter pregled

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