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custom applications » document management

Document Management
Document management systems are a great way to centralize information for key members of an organization or team. EffectiV’s secure document management sites allow users to share information with a limited number of individuals across multiple organizations.

These tools streamline the process of delivering key information and documents to all people involved in a project. The tool serves as a central repository, allowing project participants to access key documents from anywhere in the world.

Users of the document management site can access all project information from a project dashboard screen. From this screen the user will be able to link to a number of documents grouped into specific categories, or folders. Administrative users will be able to add new documents and create new folders on the site.

Key Features:
  • Create / Rename and Delete an unlimited number of folders (admin only)
  • Upload documents of various formats (Word, PDF, Excel) in any of the folders (admin only)
  • Delete Documents (admin only)
  • Add / Edit / Delete Users (admin only)
  • View and Download Documents

Optional Features:

  • Multi-tier approval process to publish documents
  • Assign user rights to each folder (read / write)
  • Group Discussion: threaded comments on various aspects of project
  • Individual Message Boxes: create message mailboxes, users can send messages to other users
  • Web-based admin to launch new sites for other projects

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Financial Services
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EffectiV Internet Solutions, Inc.