Document Management

Advanced Document Management: Your Process, Your Way

Many document management systems require you to adapt your business processes to fit the software. Xybion believes this should be the other way around – the software should be adaptable to your business processes.

CQRM XD’s Document Management System (DMS) fully supports the way YOU work. Key platform features are highly configurable to support you in holistically managing compliance-related information across an organization’s entire value chain.

Cloud-Based Digital Platform

Based on our Digital Accelaration Platform (XDP), CQRM XD provides a single, secure cloud platform architected to integrate end-to-end enterprise processes and content. Intelligent process rules, security features, faceted search capabilities, a powerful query builder and report capabilities allow data to be retrieved at the right time by the appropriate people.

The platform drastically cuts time when managing vast amounts of documents and it can be configured to prompt users to add the right type of documentation at the correct step. Even with file “heavy” processes, intelligent tagging of content metadata allows auto-filing in the content structure along with full text searches and smart views enabling customers to find documents rapidly.

Key Features

Purpose-Built Dashboards

Audit Trail and Visualizing Status

Create, Store and Retrieve Information

Associate Documents / Visualize Records and Workflows

Configurable Document Properties

Templates and Forms

Dual ID / Password; Non-Biometric e-Signatures; Time out Security Expiration

Task Management

Document Hyperlinks

Skill and Training Record Management

Check-In / Check-Out

Capture, record, edit, track and update classification and retention of information on all documents.

Tag Content, Metadata, Document

Full Electronic Signature Manifestation

Quality

Bulk Records

Link Workflows and Documents

Organize departments and workflows by department, location, document type, claims number, job type, etc.

Automatic PDF Conversion

Receive Documents In Multiple Formats

Controlled and Uncontrolled Documents

Achieve Total Compliance with CQRM XD Quality Management Modules

Ready to learn more? Contact us to Setup a Demo.