All electronic documents, including Microsoft Office Suite and PDF files, e-mails from internal or external sources and corporate records like signed minutes of the Board, bylaws and annual financial reports should all have a specific Record Retention and Disposal Policy too.DataView can help. Accounting and finance-related documents like accounts payable ledgers, annual audit reports and financial statements, for example, are typically retained for up to seven years. A properly devised policy provides compliance with local, state and federal laws, and helps your employees fully understand their obligations in retaining electronic documents.Depending on your business and industry, different document types have different retention requirements. Word 2019 Excel 2019 Powerpoint 2019 Access 2019 Outlook 2019 Publisher 2019.We’ll work with you and all stakeholders in your organization to understand each department’s unique document management requirements, challenges, future objectives and available hardware and equipment, and then configure DataView to efficiently and consistently perform in your environment.A fully automated Record Retention and Disposal Policy ensures that documents that are no longer needed or of value are discarded on an established schedule. Whats New.Cng nh hng dn ci t v kch hot Office 2019 chi tit nht. Edition: September 2, 2021.
Reports can show the amount of data for each type of document stored in the system and identify which users have access to the data in the system.Already have a document management system in place? CAI can easily convert data from several input formats, such as AFP, IPDS, or PCL to PDF format to enable document viewing and printing to any laser printer. Documents that are deleted remain on the system until a physical purge process is run on the DataView document management system.We can also create a disaster recovery plan that automatically runs on a regular schedule and ensures that all required documents are stored in DataView. Retention periods can be set for each document type, and the system can be configured to delete empty folders once all of the documents in the folder are deleted.
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Barcodes are proven to be the most accurate and intelligent way to file and recall scanned documents. You can easily view the data as a document rather than as a compressed stream, and the documents can be indexed into DataView automatically each time an EDI transfer is sent.CAI can work with you to add barcodes to any documents from your existing system. Documents in this format can be converted to PDF and stored in DataView automatically when generated.CAI can also convert EDI data streams, in multiple formats, from your customers or vendors to either PDF or a text representation of the data. All information is held in a SQL-compliant database to facilitate improved customer care.Launch external applications, update databases with report data and eliminate re-keying through use of automated extractions.CAI can convert data from IBM’s Host Output AFP (Advanced Function Presentation) and IPDS (Intelligent Printer Data Stream) formats. You can use a host of applications, including Monarch, Java Application, Crystal Reports, Access, Excel and Visual Basic.Data can be sorted, filtered, and formatted as desired, with sorting and report templates can be stored for future use.
This requires no human intervention making it the fastest option for storing documents.
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