Refiling Server is the optimal tool for finely-controllable server-side refiling in WorkSite. Replace inefficient, arbitrary, and possibly dangerous user-controlled desktop refiling with faster, more efficient, more powerful server-side refiling.
Refiling Server allows the metadata and security on documents to be refiled as they are added to or moved between folders. Refiling Server Enterprise extends these refiling capabilities to matter-centric structures. With fast, consistent and efficient options for managing how, when and why items are refiled, Refiling Server optimizes system performance and increases control.
- 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
- 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
- Improves performance of WorkSite servers
- Enforces consistent application of metadata/security policies
- Preserves audit trail – record changes in document history and/or external databases
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What our customers say
You can't do matter-centric Autonomy without your tools. The responsiveness of people at DocAuto and the quality of product does create your volunteer sales force.
- Joseph Fousek - Kirkland & Ellis
We're the acknowledged leader when it comes to legal IT in UK and Europe and, in partnership with DocAuto, we've been able to leverage this position and optimize the possibilities that this relationship presents.
- Gareth Thomas - Tikit
DocAuto's products are exceptional in the marketplace!
- Scott Lord - Willkie Farr & Gallagher
DocAuto's products add significant value to the Autonomy technology proposition as powerful tools for implementing and maintaining the Matter-Centric-Architecture in WorkSite; as such they add real value to our client base.
- Gareth Thomas - Tikit