There was a time when Records Management mostly encompassed deciding where the physical files would be sent to an off-site archive. Today, Records Management often is more about managing the lifecycle of the electronic records in addition to or instead of the paper records. Matter-centricity in WorkSite allows you to organize eletronic records the same way you organize paper records, essentially duplicating the folder/subfolder concept.
DocAuto products can help you to manage your WorkSpaces in WorkSite from the cradle to the grave. From WorkSpace creation to metadata and security management, then aging and archiving, our products can assist you in automating the entire document management lifecycle and ensure compliance with your Records Management policies.
Click on the product names below to learn how DocAuto products can help manage your environment.
Watchdog Module™ for DocAuto Server lets you know what’s happening in WorkSite as it happens. This module helps prevent content theft, checks for unauthorized use of intellectual property, and provides you with an instant notification of suspicious, or desired, user activity at an organizational level.
Watchdog Module continuously monitors all document activities within any number of WorkSite servers and databases. Watchdog Module reports on and takes action if a specific activity threshold is met and can instantly notify any combination of users or distribution groups using SMTP, SMS, or RSS about these monitored activities. The module can even disable a user’s WorkSite account if necessary. Business rules can be easily incorporated into a Watchdog configuration using data from any external data source.
DocAuto’s WorkSpace Manager is the gold standard for matter-centric management with WorkSite. This application is the only single tool for automating creation and management of the entire matter-centric environment while exclusively utilizing the WorkSite three-tier architecture for unparalleled scalability, performance and availability.
This comprehensive solution empowers users to efficiently manage every aspect of the WorkSite environment throughout a workspace’s entire lifecycle.
WorkSpace Manager Desktop
WorkSpace Manager Desktop™ is a suite of client-side add-ins to DeskSite and/or FileSite that allow users to perform "managed" operations within WorkSite in Matter-centric or non-Matter-centric environments, or as part of the migration or conversion of an environment to one that uses WorkSpaces.
All of these utilities can be run as a "proxied" user, using secured credentials, so that users without WorkSite Role Privileges can still use the tool to perform necessary operations. A simple, user-friendly interface can be pre-configured and locked down for easy use by non-technical users. Most of these applications are completely client-side applications, and require no dedicated hardware, servers, or system modifications. All of these utilities work with existing WorkSpaces regardless of how they were created.