ECM, Enterprise content management

File plan

A file plan is a comprehensive outline that includes the complete life cycle of the contents ( business process ), file organization, active file locations, file transfer instructions, file retention and disposition instructions, and other specific instructions that provide guidance for effective management of contents.

OpenKM file plans specify how content is to be organized once it has been created or received, providing a "roadmap" to the contents created and maintained by an organizational unit, and facilitate disposing of them.

Collaboration

• Universal multi-device access ( web content management )
• Task management.
• Calendar.
• Forum.
• Wiki.
• Notes and annotations in documents.
• Collaborative editing.
• Electronic signature.
• Forms processing.

Modules

• Multitenant.
• Mail archiver.
• Digital Signature and Cryptography.
• Integrated BPM engine.
• Stamp ( Watermark ).
• Reporting engine.
• Search engine.
• Digital transformation.

Automatic cataloging

OpenKM tasks are based on document events - like firewall paradigm concept, validate the rules and apply some actions - and helps you to automatically set your business logic. You can set rules based on events and for example move documents to new destination, change security, apply document transformations (converting to PDF with group4 compression) among others. Thanks to OpenKM plug-in architecture, it is possible to make it easily extensible.

Automatic metadata capture

OpenKM Zone OCR - character recognition - is a data capture and document process. It is designed to transform streams of documents of any structure into business-ready data. Thanks to OpenKM architecture it is possible to integrate with commercial technology like Abby Flexicapture, Kofax and Cognitive Forms among others.

Classification of business activities

Classification of business activities acts as a powerful tool to assist the conduct of business and in many of the processes involved in the management of records:

• Providing linkages between individual records with accumulate to provide a continuos record of activity.
• Ensuring records are named in a consistent manner over time.
• Assisting in the retrieval of all records relating to a particular function or activity.
• Determining security protection and access appropriate for sets of records.
• Allocating user permissions for access to, or action on, particular groups of records.
• Distributing reponsibility for management of particular sets of records.
• Distributing records for action.
• Determining appropriate retencion periods and disposition actions for records.

Version control

Version control is the management of changes to documents. Changes are usually identified by a number or letter code, termed the "revision number". Each revision is associated with a timestamp and the person making the change. Revisions can be graphically compared and reverted.

Connectivity

REST, SOAP and CMIS Webservices

Networking CIFS, FTP and WebDAV protocols supported.

OpenKM can be quickly integrated with third-party applications. There are available integrations with Bonitasoft BPM, Joomla, WordPress, Google Drive, Microsoft Office and Vtiger among others.

Advanced preview

There are available extensions for previewing AutoCAD and DICOM files. Thanks to OpenKM plug-in architecture, it is possible to make it easily extensible to other formats.

Tracking

OpenKM offers a complete and configurable audit trail. With it you have documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure or event.

Integrations

OpenKM can be quickly integrated with third-party application. There are available integrations with Bonitasoft BPM, Joomla, WordPress, Google Drive, Microsoft Office, Vtiger among others.