{"id":4301,"date":"2018-11-06T15:10:52","date_gmt":"2018-11-06T15:10:52","guid":{"rendered":"https:\/\/web2019.adapting.com\/?page_id=4301"},"modified":"2021-06-21T09:09:50","modified_gmt":"2021-06-21T14:09:50","slug":"document-management-core","status":"publish","type":"page","link":"https:\/\/www.adapting.com\/en\/document-management-core\/","title":{"rendered":"Document Management (Core)"},"content":{"rendered":"[vc_row fullwidth=&#8221;true&#8221; parallax=&#8221;content-moving-fade&#8221; css=&#8221;.vc_custom_1537266585556{background-image: url(https:\/\/www.adapting.com\/wp-content\/uploads\/2018\/09\/abox-ecm-modulos.jpg?id=4057) !important;background-position: center;background-repeat: no-repeat !important;background-size: contain !important;}&#8221;][vc_column][mk_padding_divider size=&#8221;250&#8243;][mk_fancy_title color=&#8221;#ffffff&#8221; size=&#8221;46&#8243; font_weight=&#8221;600&#8243; txt_transform=&#8221;uppercase&#8221; letter_spacing=&#8221;6&#8243; font_family=&#8221;none&#8221; align=&#8221;center&#8221;]MODULES[\/mk_fancy_title][mk_padding_divider size=&#8221;200&#8243;][vc_column_text css=&#8221;.vc_custom_1537262941377{margin-bottom: 0px !important;}&#8221;]<div id=\"mega-menu-wrap-fourth-menu\" class=\"mega-menu-wrap\"><div class=\"mega-menu-toggle\"><div class=\"mega-toggle-blocks-left\"><\/div><div class=\"mega-toggle-blocks-center\"><\/div><div class=\"mega-toggle-blocks-right\"><div class='mega-toggle-block mega-menu-toggle-block mega-toggle-block-1' id='mega-toggle-block-1' tabindex='0'><span class='mega-toggle-label' role='button' aria-expanded='false'><span class='mega-toggle-label-closed'>MENU<\/span><span class='mega-toggle-label-open'>MENU<\/span><\/span><\/div><\/div><\/div><ul id=\"mega-menu-fourth-menu\" class=\"mega-menu max-mega-menu mega-menu-horizontal mega-no-js\" data-event=\"hover_intent\" data-effect=\"fade_up\" data-effect-speed=\"200\" data-effect-mobile=\"disabled\" data-effect-speed-mobile=\"0\" data-mobile-force-width=\"false\" data-second-click=\"close\" data-document-click=\"collapse\" data-vertical-behaviour=\"standard\" data-breakpoint=\"600\" data-unbind=\"true\" data-mobile-state=\"collapse_all\" data-hover-intent-timeout=\"300\" data-hover-intent-interval=\"100\"><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6325' id='mega-menu-item-6325'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/document-management-core\/\" tabindex=\"0\">DOCUMENT MANAGEMENT<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6326' id='mega-menu-item-6326'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/archive-records-management\/\" tabindex=\"0\">RECORDS MANAGEMENT<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6327' id='mega-menu-item-6327'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/physical-custody-module\/\" tabindex=\"0\">PHYSICAL CUSTODY<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6328' id='mega-menu-item-6328'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/capture-module\/\" tabindex=\"0\">CAPTURE<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6329' id='mega-menu-item-6329'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/bpm-workflow-module\/\" tabindex=\"0\">BPM \u2013 WORKFLOW<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6330' id='mega-menu-item-6330'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/reports-analytics-module\/\" tabindex=\"0\">REPORTS<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6331' id='mega-menu-item-6331'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/cms-content-management-module\/\" tabindex=\"0\">CMS<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6332' id='mega-menu-item-6332'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/interoperability-module-api\/\" tabindex=\"0\">INTEROPERABILITY<\/a><\/li><\/ul><\/div>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][mk_padding_divider size=&#8221;60&#8243;][mk_fancy_title strip_tags=&#8221;true&#8221; color=&#8221;#333333&#8243; size=&#8221;25&#8243; font_weight=&#8221;500&#8243; font_style=&#8221;normal&#8221; txt_transform=&#8221;uppercase&#8221; margin_bottom=&#8221;0&#8243; font_family=&#8221;none&#8221; align=&#8221;center&#8221;]RECORDS MANAGEMENT (CORE)[\/mk_fancy_title][mk_divider style=&#8221;thin_solid&#8221; divider_width=&#8221;custom_width&#8221; custom_width=&#8221;100&#8243; thin_single_color=&#8221;#7e9022&#8243; thickness=&#8221;4&#8243; margin_top=&#8221;10&#8243; margin_bottom=&#8221;40&#8243;][mk_padding_divider size=&#8221;30&#8243;][\/vc_column][\/vc_row][vc_row fullwidth=&#8221;true&#8221; equal_columns=&#8221;true&#8221; css=&#8221;.vc_custom_1537265311933{border-top-width: 1px !important;border-bottom-width: 1px !important;background-color: #efefef !important;border-top-color: #cecece !important;border-top-style: solid !important;border-bottom-color: #cecece !important;border-bottom-style: solid !important;}&#8221;][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1542230595015{margin-top: 0px !important;margin-right: 0px !important;margin-bottom: 0px !important;margin-left: 0px !important;border-top-width: 0px !important;border-right-width: 0px !important;border-bottom-width: 0px !important;border-left-width: 0px !important;padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;background-image: url(https:\/\/www.adapting.com\/wp-content\/uploads\/2018\/11\/document.png?id=5018) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221;][\/vc_column][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1537263227417{padding-top: 40px !important;padding-right: 5% !important;padding-bottom: 40px !important;padding-left: 5% !important;}&#8221;][mk_padding_divider size=&#8221;100&#8243;][mk_fancy_title strip_tags=&#8221;true&#8221; color=&#8221;#333333&#8243; size=&#8221;20&#8243; font_weight=&#8221;500&#8243; font_style=&#8221;normal&#8221; txt_transform=&#8221;uppercase&#8221; margin_bottom=&#8221;0&#8243; font_family=&#8221;none&#8221; responsive_align=&#8221;left&#8221; animation=&#8221;bottom-to-top&#8221;]THE CORE OF THE ABOX ECM SYSTEM[\/mk_fancy_title][mk_divider style=&#8221;thin_solid&#8221; divider_width=&#8221;custom_width&#8221; custom_width=&#8221;100&#8243; align=&#8221;left&#8221; thin_single_color=&#8221;#7e9022&#8243; thickness=&#8221;4&#8243; margin_top=&#8221;10&#8243; margin_bottom=&#8221;40&#8243; animation=&#8221;right-to-left&#8221;][mk_padding_divider size=&#8221;20&#8243;][mk_icon_box icon=&#8221;mk-li-light&#8221; title=&#8221;Saves paper and storage space&#8221; text_size=&#8221;18&#8243; font_weight=&#8221;500&#8243; icon_color=&#8221;#7e9022&#8243; icon_circle_color=&#8221;&#8221; margin=&#8221;16&#8243; animation=&#8221;right-to-left&#8221;][\/mk_icon_box][mk_icon_box icon=&#8221;mk-li-light&#8221; title=&#8221;Find your documents quickly&#8221; text_size=&#8221;18&#8243; font_weight=&#8221;500&#8243; icon_color=&#8221;#7e9022&#8243; icon_circle_color=&#8221;&#8221; margin=&#8221;16&#8243; animation=&#8221;right-to-left&#8221;][\/mk_icon_box][mk_icon_box icon=&#8221;mk-li-light&#8221; title=&#8221;Unify your documents in a central repository 100% web&#8221; text_size=&#8221;18&#8243; font_weight=&#8221;500&#8243; icon_color=&#8221;#7e9022&#8243; icon_circle_color=&#8221;&#8221; margin=&#8221;16&#8243; animation=&#8221;right-to-left&#8221;][\/mk_icon_box][mk_icon_box icon=&#8221;mk-li-light&#8221; title=&#8221;Manages any type of format, physical or electronic&#8221; text_size=&#8221;18&#8243; font_weight=&#8221;500&#8243; icon_color=&#8221;#7e9022&#8243; icon_circle_color=&#8221;&#8221; margin=&#8221;16&#8243; animation=&#8221;right-to-left&#8221;][\/mk_icon_box][mk_icon_box icon=&#8221;mk-li-light&#8221; title=&#8221;Classifies documents according to international best practices&#8221; text_size=&#8221;18&#8243; font_weight=&#8221;500&#8243; icon_color=&#8221;#7e9022&#8243; icon_circle_color=&#8221;&#8221; margin=&#8221;16&#8243; animation=&#8221;right-to-left&#8221;][\/mk_icon_box][mk_icon_box icon=&#8221;mk-li-light&#8221; title=&#8221;Total share audit&#8221; text_size=&#8221;18&#8243; font_weight=&#8221;500&#8243; icon_color=&#8221;#7e9022&#8243; icon_circle_color=&#8221;&#8221; margin=&#8221;16&#8243; animation=&#8221;right-to-left&#8221;][\/mk_icon_box][mk_icon_box icon=&#8221;mk-li-light&#8221; title=&#8221;Official check-in and check-out package (correspondence)&#8221; text_size=&#8221;18&#8243; font_weight=&#8221;500&#8243; icon_color=&#8221;#7e9022&#8243; icon_circle_color=&#8221;&#8221; margin=&#8221;16&#8243; animation=&#8221;right-to-left&#8221;][\/mk_icon_box][mk_icon_box icon=&#8221;mk-li-light&#8221; title=&#8221;Barcode label printing + batch import&#8221; text_size=&#8221;18&#8243; font_weight=&#8221;500&#8243; icon_color=&#8221;#7e9022&#8243; icon_circle_color=&#8221;&#8221; margin=&#8221;16&#8243; animation=&#8221;right-to-left&#8221;][\/mk_icon_box][mk_content_box heading=&#8221;OPTIONAL: ABOXSIGNER &#8211; ELECTRONIC SIGNATURE PACKAGE&#8221; icon=&#8221;mk-moon-puzzle-2&#8243; animation=&#8221;right-to-left&#8221;][vc_single_image image=&#8221;4054&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css_animation=&#8221;fadeInRight&#8221;][\/mk_content_box][mk_padding_divider][\/vc_column][\/vc_row][vc_row][vc_column][mk_padding_divider size=&#8221;60&#8243;][mk_fancy_title strip_tags=&#8221;true&#8221; color=&#8221;#333333&#8243; size=&#8221;20&#8243; font_weight=&#8221;500&#8243; font_style=&#8221;normal&#8221; txt_transform=&#8221;uppercase&#8221; margin_bottom=&#8221;0&#8243; font_family=&#8221;none&#8221; align=&#8221;center&#8221;]FEATURES[\/mk_fancy_title][mk_divider style=&#8221;thin_solid&#8221; divider_width=&#8221;custom_width&#8221; custom_width=&#8221;100&#8243; thin_single_color=&#8221;#7e9022&#8243; thickness=&#8221;4&#8243; margin_top=&#8221;10&#8243; margin_bottom=&#8221;40&#8243;][mk_padding_divider size=&#8221;30&#8243;][\/vc_column][\/vc_row][vc_row fullwidth=&#8221;true&#8221; equal_columns=&#8221;true&#8221; css=&#8221;.vc_custom_1531658643509{background-color: #ffffff !important;}&#8221;][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1537265465346{padding-top: 20px !important;padding-right: 5% !important;padding-bottom: 20px !important;padding-left: 5% !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1541517760950{margin-bottom: 0px !important;}&#8221;]\n<ul>\n<li>management of users (active and passive users) and organizations<\/li>\n<li>management of user roles and groupings<\/li>\n<li>management of permissions for access to folders and documents, visibility control and metadata editing<\/li>\n<li>graphic configuration of the website and custom link manager<\/li>\n<li>powerful document search engine (simple and advanced), including attachment search<\/li>\n<li>multiple annexes in the document details sheet<\/li>\n<li>online viewer for multiple formats (pdf, pdf\/a, office, tiff, jpeg, png, emails, audios and videos) and parallel metadata editing<\/li>\n<li>version management (numbering possible) and blocking of documents<\/li>\n<li>possibility of relating documents to each other<\/li>\n<li>document tagging using a self-manageable keyword dictionary<\/li>\n<li>basic workflow for 4-step documents: draft, pending, published and archived<\/li>\n<li>flexible management of folders\/trays with possibility of automation by various criteria<\/li>\n<\/ul>\n[\/vc_column_text][mk_padding_divider size=&#8221;100&#8243;][\/vc_column][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1537265480762{margin-top: 0px !important;margin-right: 0px !important;margin-bottom: 0px !important;margin-left: 0px !important;border-top-width: 0px !important;border-right-width: 0px !important;border-bottom-width: 0px !important;border-left-width: 0px !important;padding-top: 20px !important;padding-right: 5% !important;padding-bottom: 20px !important;padding-left: 5% !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1541517938072{margin-bottom: 0px !important;}&#8221;]\n<ul>\n<li>file management (documents organized in folders structured by doc. series)<\/li>\n<li>Basic workflows of filing, processing and closing of files (excludes archive)<\/li>\n<li>metadata management in all background entities, multi-format fields, multimedia, references, etc.<\/li>\n<li>closing and securing of folders\/trays<\/li>\n<li>possibility to send document by link or by PDF to e-mails<\/li>\n<li>possibility of direct link to documents from any internal application (browser)<\/li>\n<li>annotations, marks, highlights within PDF files<\/li>\n<li>massive importer from CSV\/Excel file (users, organization, folders, exptes, documents and metadata)<\/li>\n<li>user statistics and documents<\/li>\n<li>history of actions in documents, audit of critical user actions (logs)<\/li>\n<li>download of documents in ZIPs by dates and folders\/trays<\/li>\n<\/ul>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row fullwidth=&#8221;true&#8221;][vc_column][vc_column_text css=&#8221;.vc_custom_1537262941377{margin-bottom: 0px !important;}&#8221;]<div id=\"mega-menu-wrap-fourth-menu\" class=\"mega-menu-wrap\"><div class=\"mega-menu-toggle\"><div class=\"mega-toggle-blocks-left\"><\/div><div class=\"mega-toggle-blocks-center\"><\/div><div class=\"mega-toggle-blocks-right\"><div class='mega-toggle-block mega-menu-toggle-block mega-toggle-block-1' id='mega-toggle-block-1' tabindex='0'><span class='mega-toggle-label' role='button' aria-expanded='false'><span class='mega-toggle-label-closed'>MENU<\/span><span class='mega-toggle-label-open'>MENU<\/span><\/span><\/div><\/div><\/div><ul id=\"mega-menu-fourth-menu\" class=\"mega-menu max-mega-menu mega-menu-horizontal mega-no-js\" data-event=\"hover_intent\" data-effect=\"fade_up\" data-effect-speed=\"200\" data-effect-mobile=\"disabled\" data-effect-speed-mobile=\"0\" data-mobile-force-width=\"false\" data-second-click=\"close\" data-document-click=\"collapse\" data-vertical-behaviour=\"standard\" data-breakpoint=\"600\" data-unbind=\"true\" data-mobile-state=\"collapse_all\" data-hover-intent-timeout=\"300\" data-hover-intent-interval=\"100\"><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6325' id='mega-menu-item-6325'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/document-management-core\/\" tabindex=\"0\">DOCUMENT MANAGEMENT<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6326' id='mega-menu-item-6326'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/archive-records-management\/\" tabindex=\"0\">RECORDS MANAGEMENT<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6327' id='mega-menu-item-6327'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/physical-custody-module\/\" tabindex=\"0\">PHYSICAL CUSTODY<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6328' id='mega-menu-item-6328'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/capture-module\/\" tabindex=\"0\">CAPTURE<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6329' id='mega-menu-item-6329'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/bpm-workflow-module\/\" tabindex=\"0\">BPM \u2013 WORKFLOW<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6330' id='mega-menu-item-6330'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/reports-analytics-module\/\" tabindex=\"0\">REPORTS<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6331' id='mega-menu-item-6331'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/cms-content-management-module\/\" tabindex=\"0\">CMS<\/a><\/li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-align-bottom-left mega-menu-flyout mega-menu-item-6332' id='mega-menu-item-6332'><a class=\"mega-menu-link\" href=\"https:\/\/www.adapting.com\/en\/interoperability-module-api\/\" tabindex=\"0\">INTEROPERABILITY<\/a><\/li><\/ul><\/div>[\/vc_column_text][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"<p>[vc_row fullwidth=&#8221;true&#8221; parallax=&#8221;content-moving-fade&#8221; css=&#8221;.vc_custom_1537266585556{background-image: url(https:\/\/www.adapting.com\/wp-content\/uploads\/2018\/09\/abox-ecm-modulos.jpg?id=4057) !important;background-position: center;background-repeat: no-repeat !important;background-size: contain !important;}&#8221;][vc_column][mk_padding_divider size=&#8221;250&#8243;][mk_fancy_title color=&#8221;#ffffff&#8221; size=&#8221;46&#8243; font_weight=&#8221;600&#8243; txt_transform=&#8221;uppercase&#8221; letter_spacing=&#8221;6&#8243; font_family=&#8221;none&#8221; align=&#8221;center&#8221;]MODULES[\/mk_fancy_title][mk_padding_divider size=&#8221;200&#8243;][vc_column_text css=&#8221;.vc_custom_1537262941377{margin-bottom: 0px 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[&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.adapting.com\/en\/wp-json\/wp\/v2\/pages\/4301\/"}],"collection":[{"href":"https:\/\/www.adapting.com\/en\/wp-json\/wp\/v2\/pages\/"}],"about":[{"href":"https:\/\/www.adapting.com\/en\/wp-json\/wp\/v2\/types\/page\/"}],"author":[{"embeddable":true,"href":"https:\/\/www.adapting.com\/en\/wp-json\/wp\/v2\/users\/7\/"}],"replies":[{"embeddable":true,"href":"https:\/\/www.adapting.com\/en\/wp-json\/wp\/v2\/comments\/?post=4301"}],"version-history":[{"count":2,"href":"https:\/\/www.adapting.com\/en\/wp-json\/wp\/v2\/pages\/4301\/revisions\/"}],"predecessor-version":[{"id":7969,"href":"https:\/\/www.adapting.com\/en\/wp-json\/wp\/v2\/pages\/4301\/revisions\/7969\/"}],"wp:attachment":[{"href":"https:\/\/www.adapting.com\/en\/wp-json\/wp\/v2\/media\/?parent=4301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}