Document Management
Document Management
Loading of Documents
Individual Documents
Bulk Import Utility
Drag & Drop
MS Office Add-in
Scanning
Individual Documents
Capture required meta-data, then drag and drop document directly into Docwize to upload.
Docwize QuickBox
For super quick loading drag and drop single or multiple documents into a floating Docwize QuickBox, capturing the minimum meta-data required to describe the documents.
Multiple QuickBoxes, each with its own meta-data setup, can be displayed.
Bulk Import Utility
Import high volumes of documents into Docwize with detailed indexing including folders, locations, projects and other Docwize structures allocations
Drag & Drop
Drag and drop files directly into Docwize.
Import existing Excel registers and drag and drop files to entries
MS Office Add-in
Save emails from Outlook and extract attachments automatically.
Save documents directly from Word and Excel into Docwize with automatic revision control.
Scanning
Supports high speed scanning directly into the application.
Predictive Text
Pick-lists with predictive text to maximize the consistency of the data captured and the speed of processing
Powerful Searching Functionality
Structured and matrix-like index of meta-data allows for detailed searches 
Search using any combination of meta data AND / OR document contents
Quick access to documents using:
Folder view – same document can be linked to multiple virtual folders
Location view – view documents by area, for example, building and unit;
Work Break-down Structure; area of work; venues
Project view – track project by status, type, owner or any other meta data.
Revision Control
Revisions are controlled and tracked
- Current and superseded revisions are clearly identified
- A complete history of previous revisions is maintained
- Warning if reference number already exists
- Easy to create new revisions from existing revisions
- Check-in Check-out history
Tracking Documents & Statuses
Track all important dates and document statuses.
Tracking status and due date
Document Templates & PDF Forms
Generate Word documents, for example, formal letters, from your Templates made available in the system.
Supports PDF forms. Submitted forms can automatically be processed and indexed by the system.
Reference Number Templates
Generate reference numbers from pre-defined templates.
Cross-referencing
- Find all related documents fast
