Document Management & Workflow Management
Streamline Your Documents
Empower Your Business with our Document Management Solution.
Document management helps your organization store, manage and track documents electronically. It incorporates document and content capture, repository management, versioning, access control, comprehensive indexing, search and retrieval capabilities.
The product offers the following benefits to its customers:
- Improve organizational productivity
- Automate business processes
- Get a deep insight into what is going on in the organization
- Monitor transactions and outcomes
- Delight customers with exceptional service
Features
Repository & Federation
Pistaceo provides a robust, highly scalable and secure repository to store the content. Besides it provides federation capabilities to unify popular ECM repositories using CMIS and other cloud based storage repositories. Pistaceo will manage and federate all content, wherever they are.
Events & Subscription
Users can subscribe to events and get notified when such events happen in the system. Be it creation, updation or deletion of documents, assignments or completion of tasks, expiry of documents or elapsed deadlines of workflows – Pistaceo will notify you.
Retention & Disposition
Create your record categorizations and filing plans. Declare records. Set retention schedules on your records or any aggregations. Define your disposition policies and schedules. Place holds on records or aggregations. Pistaceo has everything in store for your records.
Document Capture
Ingesting documents into the content repository is simplified in Pistaceo. Whether you scan documents individually or in batches, upload from local or cloud folders or drag and drop emails – Pistaceo allows you to capture the documents and metadata. Intellegently.
Electronic Forms
Move away from paper forms. Create electronic forms using our form editor. Validate data inputs against your systems and databases. Set auto-numbering and calculations. Generate presentable documents using templates and form data. Push data to workflows.
E-Signature
Signing documents has never been easy. Route documents to the signatories in workflows and get them signed automatically on approval. Alternately you can place a signholder and get the signatory to sign there. Send to external users on email and get signed too.
Annotations
People like scribbling on paper. Whether it is comments, notes or approvals. With Pistaceo you can do the same. Scribble on the documents on screen. or from your mobile. Besides you can add sticky notes as well. Download the documents with or without the annotations too.
Access Control
Pistaceo works on the principle of necessity and sufficiency. Give access to people who absolutely need it. Give only enough privileges they require. Secure individual documents. Or set inheritable permissions on folders or document types. You get simple, yet sophisticated security.
API's & Integration
Pistaceo radiates openness. You get all the APIs that we used to build our client applications. Integrate with any systems. Our APIs are published and accessible from any language or script. REST is with you. Built-in integrations with your LDAP and email systems.
Benefits
Being a no-code platform, implementation will be extremely quick and can be done at a fraction of the cost, effort and time it would take to implement other legacy products
It is an accessible platform where engineers can self-train and get certified. This will eliminate the need for expensive resources to carry out implementation and maintenance
Pistaceo is a new age platform that is built on the latest technology stacks. It is lean and less resource hungry as compared to its competitors
It is an open platform and provides APIs that can be used to integrate with other systems
Customers are entitled for all product upgrades (major and minor) as part of warranty and annual maintenance
All-in-one bundle. Document, Workflow, Records and Capture. No need to buy individual modules separately
Flexible licensing - Perpetual as well as subscriptions
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SmartFox provides seamless integration capabilities. It offers REST APIs that can be used to integrate the solution tightly with any ERP or CRM system. Since REST is language independent you can use any of the programming languages or frameworks to integrate with us.