DocAuto's Refiling Module moves metadata and security refiling to the server side, eliminating user confusion and frustration with tedious desktop refiling. This solution simplifies your users' day-to-day experience and helps enforce the consistent application of metadata and security policies. At the same time, you will be preserving audit trails and improving the performance of your iManage Work Servers.
Improved User Experience
Eliminates failure-prone and tedious client-side refiling
Removes all user prompts for refiling, eliminating the need to train users on refiling complexities
Automates refiling with no end user action required
Permits documents existing in multiple folders to have “accumulated” security to ensure compliance with all ethical wall and other security requirements simultaneously
Allows custom additional security ACLs to remain on documents after refiling
Control of Changes
Refiles metadata and/or security as documents are added to, or moved between, folders or WorkSpaces
Provides comprehensive compliance refiling of all WorkSpaces, folders, and documents
Filters WorkSpaces, folders, or searches by any combination of metadata, security, or parent-child relationships between structures
Controls which metadata fields are changed on documents or structures, when, and why
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