LiveFile Integrated Document Management / CRM

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Overview

LiveFile is an Enterprise Document Management (EDM) module providing a centralized repository for all corporate documents and files. LiveFile is a complete platform for capturing, managing and archiving large volumes of documents and electronic files. LiveFile employs a tight security rule matrix which controls access to various types of content - this is complimented by a full audit trail and document version history which records all activity within LiveFile including document movements, version changes and user access.

The LiveFile document management EDM system has been built from the ground up to seamlessly integrate with the enCentral CRM module (a "party-based" CRM system designed for service firms). In addition to attaching extensive Meta data, each file is directly linked to one or more CRM client entities during the publishing process. The result is that all documents linked to an entity are available to all system modules including compliance, sales and marketing, billing and even accounting transactions, subject of course to security. Essentially LiveFile documents and files become part of the overall "360 degree" information view of the client entity.

Key Features

  • Intelligent linkage to CRM client entities, minimising error and enhancing productivity
  • Rapid Document Capture, including auto publishing
  • Automatic key summary (search) text creation
  • Full text search including relevance ranking
  • Smart finding tools
  • Auto email capture (enEvent)
  • Full document workflow
  • Tight user security
  • Full version control
  • Definable retention controls
  • Tight document access security
  • Document check-in / check-out
  • Document merge facilities
  • Full audit trail and document history
  • Can be deployed via Cloud or client-server

Key Benefits

The result is that all documents linked to an entity are available to all system modules including compliance, sales and marketing, billing and even accounting transactions, subject of course to security. Essentially LiveFile documents and files become part of the overall "360 degree" information view of the client entity.

Product/Service details

Geographic Availability
Asia-Pacific, Europe, North America