Tools

Choose the tools that fit your work.

Each tool solves a specific step. Availability depends on licence, permissions and configuration.

Tool catalogue

Intake

Document import

Create documents and check their data.

Input
Selected files
Result
Document ready for review and saving
Licence module
Document import
Editions
ADVANCED, FULL or CUSTOM
Intake

Batch import

Review and correct values in the validation workspace.

Input
Several files and source data
Result
Validated batch of documents
Licence module
Batch import
Editions
ADVANCED, FULL or CUSTOM
Collaboration

Tasks

Pass work between people.

Input
Request and linked document
Result
Assigned and tracked task
Licence module
Tasks
Editions
ADVANCED, FULL or CUSTOM
Preservation

Disposition

Control and audit disposal.

Input
Documents selected by retention rules
Result
Controlled disposition process
Licence module
Disposition
Editions
FULL or CUSTOM
Preservation

Long-term preservation

Track long-term preservation.

Input
Documents to preserve
Result
Preservation and evidence
Licence module
Long-term preservation
Editions
FULL or CUSTOM
Administration

Code lists

Manage values used in your work.

Input
Controlled values
Result
Consistent metadata values
Licence module
Core administration
Editions
By configuration
Processing

File templates

Manage reusable document templates.

Input
Reusable template
Result
New document or output file
Licence module
File templates
Editions
FREE, BASIC, ADVANCED, FULL or CUSTOM
Administration

Structure changes

Change archive structures through a managed process.

Input
Existing organisation
Result
Controlled restructuring
Licence module
By configuration
Editions
By configuration
Collaboration

Shared documents

Manage access to shared documents.

Input
Document and permissions
Result
Controlled recipient access
Licence module
By configuration
Editions
By configuration
Administration

Audit

Review operational and security events.

Input
Time period and permissions
Result
Traceable events
Licence module
By configuration
Editions
By configuration
Administration

Signed-in users

Review current user sessions.

Input
Active sessions
Result
Access overview
Licence module
Core administration
Editions
By permissions
Administration

AI statistics

Track use of connected AI.

Input
AI usage
Result
Operational overview
Licence module
AI extraction
Editions
By licence and configuration
Processing

Data Box and messages

Receive and send messages in dedicated application areas.

Input
Data and internal messages
Result
Communication linked to documents
Licence module
Data Box integration
Editions
ADVANCED, FULL or CUSTOM
Processing

AI Knowledge Base

Ask questions about document content.

Input
Documents and natural-language question
Result
Answer with source links
Licence module
AI Knowledge Base
Editions
ADVANCED, FULL or CUSTOM

Tools at work

Tasks
Import validation
Messages