Refiling Server optimizes systems performance and increases control by eliminating user-driven (native Autonomy) refiling in favor of finely-controllable server-side refiling. Refiling Server offers fast, consistent and efficient options for managing how, when, and why items are refiled. In addition, Refiling Server inserts audit trails, ensures document security and metadata inheritance, and puts control back in your hands.

Refiling Server allows documents to be refiled as they are added to or moved between folders by any means, with very precise management of:

• Which documents are processed
• Which metadata fields are processed
• Whether or not security and/or metadata are processed
• What happens to documents that exist in multiple locations
• History and data tracking of all changes made to documents

The Enterprise Edition extends the refiling capabilities to structures.

Key Features

• Control and manage the entire refiling process from the server side.
• Don’t refile any metadata or security value unless it actually needs to be changed for improved server performance.
• Continuously monitor any number of WorkSite servers and databases.
• Ensure that documents retain proper security and metadata as they are moved from folder to folder, optionally removing documents from other folders in the process.
• Eliminate desktop user-driven refiling, to eliminate the risk of prompting end users with powerful refiling commands that they do not understand or do not consistently or correctly apply.
• Track changes to document metadata and security in the history of every document, and/or record all changes in SQL database for full audit trail reporting.
• Flexible processing for documents in multiple folders.
• Powerful filtering on documents to be refiled.

Additional Features of Enterprise Edition

• Control over which structural metadata fields are refiled, including how and when.
• Filtering on Initial Structure and Substructures to be refiled.
• Refiling of user-created structures.