The Refiling Module™ for WorkSite replaces our legacy Refiling Server and Refiling Server Enterprise applications with a DocAuto Server Module that has even more features and capabilities than before. The Refiling Module takes refiling out of the hands of end-users and completely eliminates user-driven or client-side refiling of document metadata and/or security.
- Allows the metadata and/or security on documents to be refiled as they are added to, or moved between, folders and/or workspaces
- Provides comprehensive “compliance” refiling of all workspaces, folders, and documents
- Filters workspaces, folders, or searches by any combination of metadata, security, or parent-child relationships between structures
- Changes metadata values (search parameters) on searches, if desired
- Allows security changes to be pushed to all structures and all documents within a workspace
- Allows documents that exist in multiple folders to have combined security in order to make sure all ethical wall and other security requirements are maintained
- Records changes made to document metadata or security in the document history
- Allows total control over which metadata fields are changed on documents or structures, when, and why
- Excludes specific users or metadata changes from history tracking, if desired
- Notifies users or administrators when specific refiling events occur
- Improves the performance of WorkSite servers
- Enforces consistent application of metadata/security policies
- Preserves audit trail by recording changes in document history and/or external databases
- Eliminates error-prone and time-consuming client-side refiling
- Automates refiling with no end user action required
- Includes all the power of the DocAuto Server platform, such as: scheduling, centralized maintenance, and distributed processing
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What our customers say
You can't do matter-centric Autonomy without your tools. The responsiveness of people at DocAuto and the quality of products does create your volunteer sales force.
- Joseph Fousek - Kirkland & Ellis
We're the acknowledged leader when it comes to legal IT in UK and Europe and, in partnership with DocAuto, we've been able to leverage this position and optimize the possibilities that this relationship presents.
- Gareth Thomas - Tikit
DocAuto Support has been fantastic, responsive, and very helpful!
- Adam Klein - Loeb & Loeb LLP
Twice in the space of a few days we have contacted DocAuto to ask for changes to help with our implementation. On the first occasion they responded same day, and within 3 days on the second, with new versions of the product! This is fantastic. I wish all our vendors were as good!
- Richard Latham - Watson, Farley & Williams LLP
DocAuto's products add significant value to the Autonomy technology proposition as powerful tools for implementing and maintaining the Matter-Centric-Architecture in WorkSite; as such they add real value to our client base.
- Gareth Thomas - Tikit