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Key Highlights of Good Archive Administration Programming

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Key Highlights of Good Archive Administration Programming

Let's look at the standard features of a management software and workflow automation as well as system integration.

· Integration Zone ·
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The new Gartner Critical Capabilities report explains how APIs and microservices enable digital leaders to deliver better B2B, open banking and mobile projects.

The successful implementation of a document management software starts with a detailed understanding of the specific challenges and requirements of the organization. But in turn, knowledge of the capabilities of archive administration programming is essential for the development of a requirements document that facilitates the process of supplier selection and project management.

The key features of a good document management software include both some standard features like more advanced other security related, automation of workflows, and systems integration.

Standard Features of a Management Software

Although the features of archive administration programming can vary a lot, you should look for these standard features when selecting your provider:

  • Searchable: Many document management software uses powerful granular search functions to help users find documents and data quickly. A variety of search functions can be supported (for example, search using the autocomplete function, full-text search, or "similar look" search).
  • Check-in/check-out: Check-in/check-out allows employees to open a document and block the file so that no one can make changes simultaneously. This helps ensure that edits are not made to multiple files, creating more work in the future.
  • Version control: With version control, different versions of a document are saved, allowing the user to return to previous versions if necessary. This can be useful if someone realizes, for example, that a key section of a Word file was accidentally deleted.
  • Audit records: An audit record is a complete record of any activity performed on a file within the document management software. This includes actions such as creating, changing, copying, moving, and deleting documents. This feature helps organizations identify unnecessary processes, prevent security breaches and comply with regulatory compliance standards.
  • Marked: The markup feature allows organizations to assign documents an expiration date. When the date arrives, either the document is automatically deleted, or the user receives a notification that it is time to get rid of the file. This feature can be useful to meet the requirements that dictate the duration of document retention.
  • Annotations: Annotations work like post-it, allowing users to add or delete information about a document without permanently altering the original image. Because annotations are simply overlays, documents can be printed with or without them.

Security of Archive Administration Programming

The security instruments offered by a record administration programming permit controlling who approaches distinctive parts of the framework and what moves they can make. The authorization that is built up decides how clients collaborate with the data contained in the framework.

The document management software must allow multiple levels of permission:

  • At the department level: All rights (system, group, and user) are assigned by department.
  • At the system level: Global permissions are established that apply to all groups
  • At the group level: It is the most efficient way to manage security because you only need to configure security permissions once for multiple users.
  • At the user level: Permissions are established for individual users.

A detailed audit chart is needed to fully understand what is happening and to help with legal compliance. The audit table shows a history of transactions in the system based on defined criteria.

The available audit information should include the following points:

  • ID: ID generated by the system for each transaction.
  • Username: The name of the user who made the transaction.
  • Date and time: The date and time the transaction was made.
  • Information: Detailed information about the transaction.
  • Action: What specific action was taken.

Workflow Automation

The automation of repetitive business processes that involve the movement of documents or files can significantly improve efficiency and return on investment. However, these routine repetitive business processes can be complex, with multiple points of contact where new information is introduced into a process and decisions must be made. Rarely is it as simple as just accepting or rejecting a document. Therefore, the workflow function of the document management software that you select must be flexible and powerful enough to reflect your processes. The system should allow you to create and edit your own workflows without the need for a professional programmer or services from the provider.

System Integration

How effective would it be if all the documents and files associated with a customer or provider were literally one click away? In many cases, archive administration programming without integration is an incomplete solution. The integration of this software with the applications that employees use every day accelerates user adoption, increases productivity, and reduces organizational costs. These integrations allow you to take advantage of the investment throughout the company.

The new Gartner Critical Capabilities for Full Lifecycle API Management report shows how CA Technologies helps digital leaders with their B2B, open banking, and mobile initiatives. Get your copy from CA Technologies.

Topics:
integration ,security ,administration ,workflow automation ,system integration ,archive administration

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