Document Management System Software Demo (DMS/EDMS): Version Control, Workflows, OCR | Folderit скачать в хорошем качестве

Document Management System Software Demo (DMS/EDMS): Version Control, Workflows, OCR | Folderit

Document Management System (DMS/EDMS) demo: secure document control with workflows, eSign, OCR full-text search, metadata, retention, audit trail, and granular access control. See Folderit: https://www.folderit.com Folderit helps teams store, organize, approve, sign, and securely share documents — with strong security and an interface built for everyday use. What you’ll see in this DMS walkthrough ✅ Admin dashboard with organization-wide oversight and reports ✅ Granular permissions & groups (file/folder/section/account-level access control) ✅ Custom metadata templates + automated document numbering ✅ Document workflows: approval, acknowledgement, review, and e-signing (Folderit eSign + DocuSign integration) ✅ Version history + full audit trail of user/system activity ✅ Retention policies & automations for lifecycle management and compliance ✅ Microsoft 365 integration + Outlook add-in (email-to-folder filing) ✅ Secure sharing: public links, preview-only access, expiring access options ✅ OCR-powered full-text search (multi-language) for scanned PDFs/images ✅ API-ready integrations (ERP/CRM/custom apps) ✅ Dynamic watermarking for previews and downloads ✅ SSO: Microsoft Entra ID, Google Workspace, Okta Whether you manage HR files, legal contracts, invoices, engineering drawings, or compliance documentation, this covers the core capabilities modern organizations expect from a DMS/EDMS. Chapters 00:27 Customizing folder views 00:57 List and Thumbnail views 01:01 In-system document preview 01:12 Importing or creating documents (Microsoft 365 integration) 01:24 Email documents to the system 01:38 Form templates (eForms) 02:20 Document detail view: metadata, versioning, related items, audit trail 02:54 Editing Office files in-system 03:02 Reminders 03:11 Data retention policies 03:24 Check-out / Check-in 03:33 Workflows: approval, acknowledgement, review, e-signing 04:42 Personal dashboard and task list 04:55 Using Folderit eSign 05:49 Admin dashboard: company-wide reports 06:09 User management 06:27 User groups 06:38 Permission management 07:55 Tag-based access management 08:05 Watch files/folders 08:18 Recycle bin 08:25 Global audit trail: reports and exporting 08:37 Document numbering schemes 08:59 Advanced search (OCR, metadata) #DocumentManagement #DMS #EDMS #DocumentControl #WorkflowAutomation #OCR #eSign #AccessControl