Deal management software in IS standard documents

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the viewers navigational structure consists of filing cabinets drawers folders and then you have your documents the way documents are searchable and classified as by metadata or index fields you are always going to have a document type and a set of indexes that goes along with that type one more example is resumes here they are searchable by last name date received and the department they were applying in here we have a compound document this document is six pages long and each of the pages are different file formats when you look at the bottom of the viewer it always tells you what you're dealing with so the employment contract is typed up in word we have a scanned driver's license the w-4 form is a saved pdf and the bonus plans are all set up in excel you'll also notice that we're looking at all these documents in the viewwise client that is because of uis has a viewer that supports over 400 different file formats to set up security in our system you simply right click at the node level you would go to security your users and then you select from this list on what they could do view wise also supports audit trails which tells you what's happening with your documents you right click on your document you go to history and this will tell you everything that has ever happened to the document since it has been saved into viewwise tells you when it happened which user and what i p address it happened at you could save any file format interviewis if you were to save a word document or office document you would use the microsoft office integration you select where you're going to save the document and it will also tell you if you apply the wrong password you pick the document type and then you apply your indexes after that you simply select index and the document would be saved in the viewwise viewis also supports mfp network scanners as well as desktop scanners that would sit right on your desk twain and isis to search for documents we are going to begin with a full text search any document that you save into viewwise we could extract and read the text on the documents by using our ocr engine at that point you type in your value you select text contains and here we have two documents in the hit list that have the word bellower typed on them or name if it's a native file format the value will also be highlighted on the document to do an index search here we go you hit enter the hit list gave us one document it's an invoice and it brought up this invoice because what i typed in the search box equals one of these index fields viewis also supports advanced boolean searching in this type of search what we will be doing is looking for invoices that we did with vendor abc let's only look for invoices that were done this year and on top of that invoices that are greater than 100 here are the buttons to export the documents through emailing faxing printing and export you