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ECM-XD Manage Documents and Metadata

Enterprise document management control is essential to good governance. Xybion offers an integrated document management module that delivers robust enterprise document management capabilities to support your GRC program. Our document management solution provides the ability to quickly find, share and access all document types from an easy-to-use and secured environment.

ECM-XD Document Management module is a secure, cloud-based electronic document management system that offers out-of-the box compliance without customization.

  • Allows creation, storage and retrieval of information in multiple formats. The document management system provides powerful versioning, rendering, approval, search and expiring capabilities.
  • Secures editing through permission check out/check-in. Allows revisions to be done on the laptop and checked back in later.
  • Supports automated versioning and obsoleting of documents when a new version becomes effective.
    Workflow allows documents to be routed for review, approval and distribution.

    • Automated workflows ensure that documents are routed through all applicable reviewers and authorized in a controlled manner that complies with regulated document management requirements, including the collection of electronic signatures for specified workflow actions.

ECM-XD offers a sophisticated linking function which enables relationships to be created between all the objects as necessary.

  • The user can easily see the records as well as the workflows and the status of individual tasks all on a searchable monitoring panel.
  • The system allows users to attach the associated documents and record for the defined task fields and workflows. The linking, however, does not open a “back door” to circumvent security.
  • Documents can be associated to a User or User Group.
  • Records (Task and Workflows) can be assigned to a user or user group.

ECM-XD’s Document Management System (DMS) allows tagging on content, metadata, documents and records.

  • Metadata choices and fields can be modified in ECM-XD’s ListData and UDF (User Defined Forms), respectively and the changes applied through Each user can also configure their private tags on the documents in order to find them more rapidly.
  • ECM-XD document management module provides full document control over different types of file formats, keeping a detailed history of all changes.
  • Provides cycle and status control over the creation, approval, modification and retirement of obsolete versions of documents.
  • Automated workflows ensure that documents are routed through all applicable reviewers and authorized in a controlled manner that complies with regulated document management requirements, including the collection of electronic signatures for specified workflow actions.
  • Document tasks are sent to a centralized workload engine and notifications of status and other events are distributed to the user’s e-mail facilitating the timely completion of critical document activities.

 

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