Records Management
There was a time when Records Management mostly encompassed deciding where the physical files would be sent to an off-site archive. Today, Records Management often is more about managing the lifecycle of the electronic records in addition to or instead of the paper records. Matter-centricity in WorkSite allows you to organize eletronic records the same way you organize paper records, essentially duplicating the folder/subfolder concept.
DocAuto products can help you to manage your WorkSpaces in WorkSite from the cradle to the grave. From WorkSpace creation to metadata and security management, then aging and archiving, our products can assist you in automating the entire document management lifecycle and ensure compliance with your Records Management policies.
Click on the product names below to learn how DocAuto products can help manage your environment.
WorkSpace Manager
WorkSpace Manager is the industry-leading tool for implementing and maintaining matter-centric architectures in WorkSite. No other product is designed to manage every aspect of the matter management architecture within WorkSite.
No other product allows you to extract and combine data from other internal firm applications and conveniently display it within the matter-centric interface. WorkSpace Manager bridges WorkSite with other mission critical systems (e.g., accounting, timekeeping, or matter management databases) for continuous synchronization. Control WorkSpace creation, distribution, security, updates, provisioning, archiving, and more with speed, power and flexibility.
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WorkSpace Manager Desktop
WorkSpace Manager Desktop is a suite of client-side add-ins to DeskSite and/or FileSite that allow users to perform "managed" operations within WorkSite in Matter-centric or non-Matter-centric environments, or as part of the migration or conversion of an environment to one that uses WorkSpaces.
All of these utilities can be run as a "proxied" user, using secured credentials, so that users without WorkSite Role Privileges can still use the tool to perform necessary operations. A simple, user-friendly interface can be pre-configured and locked down for easy use by non-technical users. Most of these applications are completely client-side applications, and require no dedicated hardware, servers, or system modifications. All of these utilities work with existing WorkSpaces regardless of how they were created.
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