Vitalij Petrov, Sales director DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

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

Transcript of Vitalij Petrov, Sales director DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

Page 1: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

Vitalij Petrov, Sales directorwww.doclogix.lv

DocLogix 2014

MORE SIMPLICITY AND EVEN BETTER

PERFORMANCE

Page 2: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

IMPROVED FEATURES

COMPATIBILITY

NEW FEATURES

Page 3: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

Automatic task completion Contact and registry

number based search Automated acquaintance

with documents “One man several

desktops”

NEW FEATURES

Page 4: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

Automatic task completion

NEW FEATURES

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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

Automatic task completion

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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.

Automatic task completion

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Automatic task completion

Pick a workflow action

Page 8: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

Select autocompleation functionality

Automatic task completion

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

Automatic task completion

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Automatic task completion

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

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Automatic task completion

The system includes holidays when calculating the deadline

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Automatic task completion

See all task

compleation details

Page 13: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

Contact and registry number

based searchNEW

FEATURES

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MAIN BENEFITS:

Quicker search engine with more relevant and structured search results.

Find all documents related to your customer, partner, particular registration number

Contact and registry number based search

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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.

Page 16: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

Contact and registry number based search

Choose the search criteria straight from the single search field

Page 17: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

Contact and registry number based search

Search results will be grouped for your convenience

Page 18: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

Automated acquaintance with

documents

NEW FEATURES

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MAIN BENEFITS

DocLogix automatically sends relevant rules to new employees for acquaintance Notifies existing employees of any changes.

Automated acquaintance

All employees are automatically acquainted with valid rules and procedures relevant to their position

Page 20: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

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.

Automated acquaintance

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Create a task and enable document validation and group changes tracking functionality

Automated acquaintance

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“One man several desktops”

NEW FEATURES

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MAIN BENEFITS

User may work in:• different possitions

within a company• different companies

No more misunderstandings after the surname change

“One man several desktops”

DocLogix 2014 recognizes the user and provides him with particular DocLogix working desktop depending on his chosen role.

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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

“One man several desktops”

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Choose the company you will perform for

Choose the position you will perform for

“One man several desktops”

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Optimized document registration Resolution management Multi-signing functionality

out from the task

NEW FEATURES

IMPROVED FEATURES

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Optimized document

registration NEW

FEATURES

IMPROVED FEATURES

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Document registration just in 30s.

Optimized document registration

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Optimized document registration 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.

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Resolution management

NEW FEATURES

IMPROVED FEATURES

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Always be sure who is the main responsible person for the resolutions

Resolution management

More convenient and even more transparent functionality for resolution management

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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

Resolution management

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Resolution management

Indicate the main responsible person for the resolution

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Resolution management

Delegate the resolution

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Resolution management

The resolution history represents the main responsible person

Page 36: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

You may recall a resolution, if needed

Resolution management

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Multi-signing functionality out from the task

NEW FEATURES

IMPROVED FEATURES

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Complete multiple tasks even if they require e- signature

Multi-signing

Complete multiple TASKS that require digital signature at once

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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.

Multi-signing

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Multi-signing

Open task module and find all tasks grouped according the action required Enable multi complete button

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Multi-signing

Mark all the tasks that you wish to complete

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Multi-signing

Go through the signing procedure

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Multi-signing

Check the results

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x64 Architecture Windows Server 2012 / SQL

Server 2012 / Windows 8 /MS Office 2013Microsoft Internet Explorer

11; Google Chrome; Mozilla Firefox; Apple Safari

NEW FEATURES

COMPATIBILITY

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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

x64 Architecture

Page 46: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.
Page 47: Vitalij Petrov, Sales director  DocLogix 2014 MORE SIMPLICITY AND EVEN BETTER PERFORMANCE.

THANK YOU

www.doclogix.eu