WorldSoft Document Management Document Work Flow LAN or WEB (WSDM)

FEATURE HIGHLIGHTS
• Install on a Desktop class PC:
WSDM just needs a TCP/IP Address on your LAN in order to be accessed by users.
• Installation is Self-Contained:
WSDM has eveything it needs within its installation in order to operate as a Browser based application. Apache Web Server amd MySQL database are the underlying applications that support WSDM. Therefore, if you need to install it for an internal LAN only use or an external Internet use, it is ready to perform either way.
• Thin-Client, Browser Only User Application on their desktop
• Unlimited Users
• Up to 99 Different Web Groups - each having their own user community and search indexes and document files
• Group Interactive Sharing of Documents, Tasks, Events, Collaboration, Document Workflow Approval, E-Mail Notification
• Can be installed on Private LAN network - Users only need to use a Browser to access WSDM
• Can be installed on Public Internet web access - Users only need to use a Browser to access WSDM
• User login/password access
• Users can upload single documents, up to 10 documents, or an entire folder of 1,000's of documents
• Use documentINDEXER+ to upload documents: our automatic document search indexing software product, documentINDEXER+, has a built-in release process that will publish document search indexes and their associated documents (file names and storage path) directly into WSDM automatically! This way you streamline the business process of both automatically indexing the searching of your documents, converting scanned TIF images into searchable PDF files, and using an unlimited multi-user browser based thin-client document management application to find, share documents, collaborate, use document workflow approval and much more. Best yet do all of this without spending $10,000!
• My Desktop: A configurable desktop (opening screen) can display a calendar, task management, document management, bulletin board notices, and a list of newest files added to the library.
• CALENDAR: See a calendar of events for all users in group. Filter calendar by selectable event types.
• Task Management
• Task Management: Assign users within a group a task
• Task Management: Users report action taken on task
• Task Management: Display all group or single user tasks in a GANTT Chart
• Document Workflow (Document or Folder Level) (Optional Add-On):
• Document Workflow (Document Level): Assign a user to a document, give description of document task, user is e-mail notified about the document task
• Document Workflow (Document Level): User reports action taken on document task, document task assigner is e-mail notified of progress/action taken
• Document Workflow (Automatic Folder Level): Any file that comes into this type of folder is automatically assigned a document task and the user assigned the document task is e-mail notified automatically.
• Document Workflow (Approval): The document workflow used automatically at the folder level can be used in a series of approval processes among several group users.
• SEARCH FOR INFORMATION:
• FOLDER SEARCH: Use this function to search for and display only the target folder(s) needed. Very helpful when searching for a folder among hundreds of folders. Time saving feature especially using it on-line with an Internet connection.
• INDEX SEARCH: File Name, Title, Author, Description, plus content (if a DOC, TXT, XLS or searchable PDF file), Document Type, Revision Number, Notes, Creation Date, Revision Date, Upload Date or range of any of these dates
• FULL CONTENT SEARCH: Search for a word or group of words in any DOC, TXT, XLS, or searchable PDF file
• EXTERNAL DATABASE SEARCH: Can use this feature to search for documents related to a different MySQL database outside of the one used for WSDM
• FILE LEVEL FUNCTIONS
• DOWNLOAD:
Download the file to open or save to a folder on your local PC. Whatever the file type, the installed application software on the users PC is used to open and display the file.
• PROPERTIES:
Displays all relevant file information
• DELETE:
If user has the rights, delete the file
• APPEND PDF:
A user can append another PDF file to a PDF file already existing in WSDM
• CHECK OUT/CHECK IN:
Users with this permission have the ability to check out a file. While the file is checked out, other users have READ only rights to this file until it is checked in.
• REPLACE/EDIT:
Users with this permission can replace a file with a new file version or edit the file.
• WATCH FILE NOTIFICATION: Users can set a "watch file" command on any single file they deem important. Anyone who accesses this file for any reason the user "watching" this file will receive an e-mail notifying them of the file name, folder location, date/time of access, the user who accessed the file and what was the file operation used by this user on the file.
• ACCESS LOG:
WSDM keeps track of what user accessed any file. A log entry of file access is maintained for viewing.
• VERSION/HISTORY:
WSDM keeps a version history log on each file. The log tracks what user and what action was performed on the file.
• NOTES: Users within a group can attach/post notes to any file. These notes can be read by all users of the workgroup. The note content can be searched on by all users in the group.
• E-MAIL INFORMATION ON A DOCUMENT: Any user within a group can right click on a document and send anyone within the group an e-mail concerning that document. The content of that e-mail automatically becomes part of the stored notes about that document. The entire content of the e-mail then becomes searchable just like the contents of the note feature.
• WORKFLOW ADD/CHANGE:
Users with this permission can add or change a workflow at the document level. See more about document workflow above.

This product is designed to be used in conjunction WITH our product documentINDEXER+ OR can be used independently (as a stand alone product). WSDM's repository (where your document files are stored) can be automatically built by documentINDEXER+ or the user can upload single files, ten files at a time or a mass upload of all the files in a given folder (that the user creates - if they have the " user rights") or both.

If your need is to use the Repository (where files are stored) for functions such as workflow processing, collaboration, scheduling or task management then WSDM is the product for your office. You may need the ability to “check out” a file so that no one can change it, or you may require folder/file security, or file access reporting, then WSDM is a great product.

A key component of a Repository is the method of retrieval. You may prefer folder navigation. You may want to retrieve files by entering a “key word” (Content Management). Or, you may want to access a database by “indexes” or tags. Or, you may want to use all three retrieval options. Beside using the internal database (MySQL) that comes with WSDM, an external MySQL database can be set up for document retrieval from that source. Using an external database as a source can be useful if the goal is file archive/retrieval only (without any collaboration, task management, access logging, etc) from a LAN or WEB or BOTH.

You may prefer a client/server environment. Or, you may prefer a web based deployment. Or, you may want both. Again WorldSoft Document Management LAN or WEB is the product to choose.

WSDM is an aid to compliance with both the Sarbanes-Oxley Act of 2002 (SOX) and Health Insurance Portability and Accountability Act of 1996 (HIPPA). The implementation and use of WSDM does not imply full and complete compliance with either of these laws. However concerning document access control, document/file history audit trail and version control, WSDM does aid in compliance with this part of these laws.

For a complete review of the Sarbanes-Oxley Act of 2002 (SOX), please research the resources at this web site: http://thecaq.aicpa.org/Resources/Sarbanes+Oxley/

For a complete review of the Health Insurance Portability and Accountability Act of 1996 (HIPAA), please research the resources at this web site: http://www.cdc.gov/mmwr/preview/mmwrhtml/m2e411a1.htm

WorldSoft Document Management LAN or WEB brings on-line records management, document management, enterprise content management (ECM), to the small business user where it was price prohibitive before now.

The WSDM software is licensed for unlimited users LAN or WEB

A user login allows an administrator to establish security levels, access rights and user privileges.

Click to view full size

WSDM now includes Document Workflow as an optional Add-On Feature. Document Workflow can be added at the file level or automatic document processing workflows can be added at the folder level all with e-mail notification.

Click to view full size

This is the first screen following LOGIN. The sections can be moved (drag and drop) to each users preferred position. The sections to display (or not displayed) can be configured by the administrator globally.

A user can enter an EVENT into the calendar so that all members of the web group (project) can view all the scheduled events.

Click to view full size

Click to view full size

A user may enter a TASK (with related data) so that all members of the web group (project) can VIEW the status of assigned tasks. A Gantt chart will be displayed.

Announcements can be entered that can seen by all authorized users of that web group (project).

Click to view full size

All authorized members of the web (project) group can VIEW from My Desktop the latest files that have been added to the site.

The WSDM administrator can create an unlimited number of web (project) groups. Each web (project) group can be customized and a unique security protocol can be applied. The WSDM can assign a user Administrator rights to a web group. Therefore, the WSDM Administrator can not only create an unlimited number of web groups, but also can assign an administrator to each web group.

The Library is the file storage area. Each web (project) group has a unique Library. An unlimited number of folders and subfolders can be created to assist in the organization of files.

Click to view full size

Each folder within the Library has options that may be applied. The options include: upload 1 file, Upload 10 files at once, create a new sub folder, edit a folder properties, delete the folder, cut a folder, mass import (any number of files imported, source files WILL NOT be delted, including sub-folders below the source target folder you are importing), mass capture (any number of files captured, source files WILL BE deleted, will created folders and sub-folders wihtin the WSDM repository ONLY if they are new, and add/edit a workflow at the folder level.

Click to view full size

Each file within the Library has options that may be applied. They include Download (open or save), Text Version (see a text version of the original document without downloading it - valid for TXT, DOC, Searchable PDF, XLS files), Edit file properties, Delete, Append PDF - if the file is a PDF file, you can use this command to append another page or pages to this PDF file dynamically on-line, Checkout, Replace/Edit with new version, Watch File (send email alerts if file changed), view Access log, view Version history, add Notes about the file - contents can be searched by group members, Send E-mail about the file - contents are added for group searches, add/edit Workflow at the file level.

Click to view full size

Each file maintains an audit trail of access by users. The log shows when and who accessed the file.

Click to view full size

Each file maintains a history of movement and revision showing who, what and when.

Click to view full size

File Notes can be added to any file by any user in the web/project group. The content of the notes can be viewed by any user within the group. The contents of the notes can be searched by group users as well.

Click to view full size

A document repository can contain hundreds if not thousands of folders. Expanding a document tree on-line can be a time consuming task and this is especially true depending on your Internet connection speed. Folder Search can solve this problem. You can target the particular folder you are looking for be using this search without having to use the entire folder tree to expand and find that same folder. Can be a huge time saver.

Click to view full size

Indexing data may be entered into each file manually. Or using a batch mode, WSDM is designed to be used in conjunction WITH our product documentINDEXER+ to automatically create the index used for INDEX SEARCH. The SQL based database engine provides efficient retrieval when an exact word or elements of a word (string) is entered for searching. Both Files Notes and E-mail content can be searched at the file level.

Click to view full size

The following file types can be searched by keyword or wildcard for content imbedded within the file: MS Word, MS Excel, searchable PDF’s and Text files. The search functionality extends to and includes the content of the file name.

Click to view full size

A specific document type may not require access history or version control. In that case, an external database (MySQL) is required. Files can be accessed by the client/server retrieval (LAN) or from the web (See below). It may be that you have an outside group wanting web access to document files but does not need the capability of collaboration, access history or version control. The External Database Search would fit perfect for such an application.

The External Database Search is designed to be used ONLY in conjunction WITH our product documentINDEXER+. The indexes for the external database will be automatically created and the files uploaded by documentINDEXER+ to the hosting PC where WSDM is installed through an ODBC connection.

Click to view full size

"Usually" means usually. We do our best to get ALL orders that come through this web store by 3:30 PM EST shipped out the same day. Therefore, "Next Day" orders we do our best to get them out the day of the order to arrive at the designated address "Next Day". Warehouse hours are 8 AM to 3:30 PM EST (Mon - Fri). Realize that orders placed outside of these hours (After 3:30 PM EST) are already into the next calendar day. NOTE: We stock all products/parts displayed in this store. On occasion a product/part may be back ordered. If shipment is delayed more than 48 hours, we will do our best to contact you via the e-mail address you gave to us. However, when your order is shipped it will ship according to the shipping service purchased (Next Day, 2nd Day, Ground, etc).

All prices are subject to change without notice. This store monitors price changes with various manufacturers. Every attempt is made to post these changes in a timely manner. Various manufacturers offer "bundled software" and other bundled deals with their products from time to time. These bundles will change from the manufacturer often without notice to WSC as a reseller. WSC is not responsible for any changes in bundled offers. The limit of our responsibility is offer a return and refund of your purchase. This offer is good only for bundle changes and our standard, current Return Policy will govern this return. All returns follow current return policy.

The final price and shipping and/or tax is determined at this store. Daily Feeds of product information are uploaded automatically to a dozen or more "shopping search engines". WSC is not responsible for incorrect information found on any other site but our own store site. If the shopping search engine has incorrect information, please report it to WSC (this store) and to the shopping search engine. We will do our best to get that search engine to correct their error.

Credit Card Payment Choices:
WHICH PAYMENT METHOD DO I CHOOSE?
1. "Pay Using Credit Card" (Checkout Button in Shopping Cart): When you are on the payment screen choose this selection to process VISA, MasterCard, Discover Card or American Express orders.
2. "PayPal" (PayPal Button in Shopping Cart): Choose this payment method if you are a PayPal member and have "any" credit card registered to your account. NOTE: If you are processing your credit card through PayPal and are NOT a PayPal member or do not have the credit card used for this order registered with PayPal, then on-line orders are limited to purchases below $2,000. However, WSC can process PayPal purchases over $2,000 up to $60,000 CALL 888-254-0636 ext 1.

WSC will prosecute ANY fraudulent purchase and ANY non-payment of an order. All Attorney and or collection fees incurred pursuing recovery of ANY payment due WSC will also be owed and recovered from the customer.

Shipping Charges are not included in the price of any product. The accuracy of shipping charges is not the responsibility of this store. We have accessed the technology of UPS on-line rating system through YAHOO store services. If, on a rare occasion, shipping charges are found incorrect then we will notify you within that business day via e-mail to request your approval of any correction. This may effect the delivery of an order specified for "Air" delivery.

The final price and shipping and/or tax is determined at this store. Daily Feeds of product information are uploaded automatically to a dozen or more shopping search engines. WSC is not responsible for incorrect information found on any other site but our own store site.

WSC does offer FREE GROUND SHIPPING for orders over $1,000 - AND - A LOW FLAT RATE for GROUND SHIPPING for all orders below $1,000. To see if your order qualifies, see information about this offer at the top of any page.

NOTE: SHIPPING TO APO Addresses for Military paying on-line with a credit card
WSC will ship to an APO address. Your shipping WILL NOT CALCULATE correctly for an APO address on-line. If your order is OVER $1,000 then Ground/Surface shipping will record as free. However, understand that this is not correct. APO shipping charges will be whatever the US Postal Service charges to ship your order to your APO address. Our system can not calculate that since it is tied to UPS. Therefore understand that while your order may show NO SHIPPING CHARGES, a second charge on your credit card will show and this will be for shipping charges. This charge may show 10 days to 14 days AFTER the date of your on-line order was placed which will be the first charge on your credit card for the actual ordered product(s).

"Usually" means usually. We do our best to get ALL orders that come through this web store by 3:30 PM EST shipped out the same day. Therefore, "Next Day" orders we do our best to get them out the day of the order to arrive at the designated address "Next Day". Warehouse hours are 8 AM to 3:30 PM EST (Mon - Fri). Realize that orders placed outside of these hours (After 3:30 PM EST) are already into the next calendar day. NOTE: We stock all products/parts displayed in this store. On occasion a product/part may be back ordered. If shipment is delayed more than 48 hours, we will do our best to contact you via the e-mail address you gave to us. However, when your order is shipped it will ship according to the shipping service purchased (Next Day, 2nd Day, Ground, etc).

INTERNATIONAL ORDERS TAKE NOTE
(Including Canada and Mexico):
ANY SCANNER shipped outside the USA the manufacturer will void its warranty. Some customers do not care. They look at the exchange rate of the US dollar to their currency + shipping costs + securing a service contract within their country = a good deal for them. Other customers do not will not order for this reason. ALL INCOMING DUTIES, CUSTOM FEES, TAXES, ETC IS PAID BY THE CUSTOMER AT TIME OF DELIVERY WITHIN YOUR COUNTRY OR WHATEVER THE LOCAL POLICY/LAWS APPLY. This store can not calculate what that amount will be. Therefore, it is up to the customer to find this out and factor this amount into their purchase decision. ANY ORDER REFUSED WILL BE REFUNDED LESS SHIPPING AND A 15% PROCESS FEE.