Transactional Document Management System

Every organisation relies on transactions between internal departments and external partners, such as customers or suppliers, even globally located offices. tDMS (Transactional Document Management System) helps organisations deliver a more efficient and effective system for managing transaction related documents.

tDMS integrates with existing systems to provide seamless and streamlined business processes ensuring all documents that relate to a transaction, wherever they are generated, are captured, centrally managed and available to users immediately when required, regardless of location.

Document management systems commonly provide storage, versioning, keyword & document text searching together with retrieval capabilities. With the ever-changing financial climate, it is crucial for a business to have a system that can evolve and change with the organization.

Now there is an increased requirement to comply with regulations, audit requirements, integrate with other systems and handle complicated mergers. The Devolution platform provides all our software with flexibility and an ease of change that would be hard met by our competitors.

Centralised Archiving
DMS provides a central repository to archive the high volume of documents that can be accessed and shared between multiple users, disparate locations or the entire enterprise.

Version Control
Preserve all version history and be 100% certain of the most current version.

Audit Trail
A complete audit trail for each document throughout its lifecycle is captured electronically ensuring compliance and industry syandards are achived.

Virtual Folders
Secure internet browser-based virtual views where you can upload, download, browse, search, categorise, index, version, approve, track and discuss documents.

Naming Standards
Enforce company, industry, compliance naming standards electronically.

Store Any File Format
Store any format of file (providing it can be stored on a file system).

Scan Documents / Text Stripping
Scan your documents and strip only the text which is then stored and searchable

Document Text Searching
Search for a text string, reference, case number or via the reporting module search for entries dependant on a number of questions/results.

Keyword Searching
Search a document or a number of documents that contain the keyword.

Wildcard Searching
If you're looking for a little more flexability when you're searching for text within your document or documents, the use of wildcards will help narrow down the search.

Configurable document and store size
Specify as an administrator a maximum file size or document store.

Automated store creation on overflow
As the adminiatrator you can monitor your document stores and ensure you never hit the surprise of no disk space being available.

Transactional Document Storage
Companies are now required to store content for long periods of time for audit and compliance purposes. As a result, the amount of physical storage required is growing astronomically; and as the storage grows so do the costs associated with that storage.
High-volume documents are typically customer-facing documents such as bank statements, phone bills, life insurance policies and much more. High-volume documents are typically created in very large batches, from tens of thousands to millions, in each run. Within a typical high-volume document the proportional size of the transactional data is usually much smaller than the size of the composition resources.

Profile/Role Based Permissions
Access to documents, document srores, search ability can all be managed by role based permissions. Documents may only be seen internally for example but could be department or management sensitive.

Transactional Based Linking
One transaction could have many other transactions associated to it, for example, you select to buy something on the internet, it will create a transaction to the company informing them of the sale, a transaction to your credit card company, one to the warehouse etc, on any of these transactions there could be emails as well as more documents linked to the original transaction, having them linked removes many areas of pain and risk.