|
DeskSite, FileSite and OffSite
Sophisticated document management for the Windows desktop
Interwoven provides two full-featured document management clients—Interwoven DeskSite and FileSite. These applications offer out-of-the-box, tight integration with popular Windows applications such as Microsoft Office, WordPerfect, Microsoft Outlook, Lotus Notes and Novell GroupWise.?Users can create a new document, open an existing document, save a document as a new version, change profile information and perform many other document management functions — all without ever leaving their familiar application interface. Interwoven OffSite enhances the experience by enabling mobile professionals to have offline access to their critical content via advanced synchronization and transparent integration into the DeskSite and FileSite desktop clients.
Interwoven DeskSite provides a Windows-based document management solution that is fully integrated with popular productivity tools such as Microsoft Office,?Novell GroupWise, WordPerfect and Lotus Notes. FileSite provides all the functionality that is in DeskSite but is also tightly integrated with Microsoft Outlook, enabling users to drag and drop e-mail messages from their Outlook inbox directly into the WorkSite DM repository.
WorkSite stores files in an electronic file folder, called a WorkSpace that is the virtual equivalent of the paper file folder. The WorkSpace is the core element of matter-centric or project-centric collaboration, and – unlike other document management solutions – each WorkSpace can be accessed from both DeskSite and FileSite, as well as from WorkDocs – a browser-based UI, without the need to maintain and synchronize multiple databases. Both DeskSite and FileSite provide tree views that enable users to navigate these WorkSpaces in a contextual information hierarchy that matches their day-to-day organizational experience.
The newest releases, DeskSite 8 and FileSite 8, introduce streamlined document filing capabilities that work the way a business user does, virtually eliminating the need for manual entry of profile data. During matter or project creation, metadata, such as matter/project name, author, description, and more, is assigned to the project folders. When a user selects a folder in which to store a file or e-mail message, the document will automatically inherit the metadata and security from the folder, eliminating the need to manually enter profile values. The result? Happier users, and better search results.
In today’s fast-paced environment, business users need the ability to access information at any time, from any location. This is especially true for users who spend a substantial amount of time on the road or at client sites. Until now, mobile users had the ability to download specific files to a laptop for remote use, but they have lacked the ability to use document management features such as check-in/check-out, versioning and search while disconnected from the network.
Interwoven OffSite is an add-on for DeskSite and FileSite that provides users with the virtual equivalent of their matter or client/project file, making all files stored in WorkSite, including documents, e-mails, scanned images and other content, readily accessible from the users laptop, even when disconnected from the network. A fully portable version of WorkSite, OffSite uses the same familiar user paradigms and interfaces available in online mode, enabling users to browse the file hierarchy, view and modify existing documents, create new documents and search repository content. On reconnection to the network, OffSite automatically synchronizes the entire file, and OffSite’s sophisticated synchronization algorithm resolves any content conflicts quickly and accurately. Interwoven OffSite provides the anytime, anywhere availability that today’s highly mobile, fast-paced business professional demands.
- Folder hierarchy for easy organization and sharing
- Check-in/check-out capabilities to maintain document integrity
- Sophisticated version control to ensure accuracy and currency
- Audit trails to track document histories
- Automated?profiling capabilities to tag and classify each document
- Quick access lists to last 40 documents, last 10 searches
- Powerful Boolean, wildcard, number or date range searches
- Document viewing capability
- Publishing in PDF format automatically linking to original file
- Archiving and retrieval features to manage the entire information lifecycle
- Customizable forms
- Integration with other desktop applications
- Optional Add-on: OffSite (offline capability)
By combining the familiar user interface of these frequently used applications with powerful document management functionality, DeskSite and FileSite ensure rapid adoption of document management functions with minimal training -- with the addition of OffSite users are empowered to take their information on the road; having the same user experience they do in the office.
Resources
|
