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Oxygen Document
Management
Intuitive cloud document solutions. Helping
you securely file and find information, fast
Smart & intuitive document management
In this digital age, where data is more prolific than ever, the need to
intelligently manage your business documents is vital.
Thankfully, retaining important documents is easier than before, thanks in the
main to low cost cloud data storage. The challenge comes in the process –
how easy is to file, find and collaborate on your documents?
The Oxygen Document Management Solutions from ISAAC provides:
• Secure and scalable storage
• Simple filing process with intelligent metadata application
• Fast and logical access to the documents you need – from any device
• Easy sharing and collaboration with co-authoring and reduced duplication
• Improved business productivity with automated document related
business processes
Oxygen Document Management Solutions apply context and process driven
methodology to document storage processes. Utilising robust and secure
Microsoft storage, and built into Office 365 & SharePoint Online, document
libraries can be created, managed and related directly to specific business
content. Metadata is applied intelligently so filtering and searching is simple.
Oxygen
Documents
Collaboration
Security
ScalabilityUsability
Consistency
Retain, secure and easily find documents
Accessible straight
from your Office 365
App Launcher, via
your usual login,
Oxygen Document
Solutions are built in
SharePoint Online,
giving you instant
access to all your
documents,
categorised by
context and security
requirements.
Project
Documents
Super Fast
Search &
Indexing
Customer
Documents
Employee
Documents
Marketing
Contracts
& Purchase
Orders
Subject Based
Metadata
Policies &
Procedures
Context
Specific
Libraries
Automated Document Management
• New ‘Smart-Folders’ are created, automatically,
at point of record creation, standardising your
document management structure and
automatically linking folder contents back to
the related record.
• Categorise documents by type; i.e. Contract,
Invoice, Order etc
• Add useful metadata, such as document date,
comments and annotations, to help with
document identification and discovery
• Standardise document creation by creating
embedded document templates for letterhead,
quotes and contracts etc
• See documents right next to their related
record, be that product, employee, customer,
etc.
• Easily browse using the SharePoint web
experience or intuitive ISAAC app for Outlook
Easily navigate
back to client or
case record via
automated link
Context Specific Libraries Libraries can be related to any
primary subject, with connected
libraries automatically created for
any new record.
Documents categories, relating to
the primary subject help classify
document type.
• Storing documents by
subject., i.e: Customers,
Employees, Products,
Projects, etc
• Classifying documents in a
way that makes sense to
your business. i.e: Contracts,
Invoices, Orders, Letters, etc
Great for:
Customer
A
• A unique library created for
every new customer
• Documents automatically
link back to customer record
• Documents are classified by
document type
Customer
B
• Contracts
• Invoices
• Orders
• Quotes
Customer List
Example: Customer Documents
Category Specific Metadata Document categories, matching
your business context, can be
created with appropriate
metadata requirements.
With key subject metadata applied
automatically and simple forms
aiding user input of required
information.
• Simple information
capture to aid in
filing and searching
• Easily filtering your
documents by
category or
associated metadata
Great for:
Invoice
•Invoice Date
•Invoice Number
•Supplier Name
•Payment Status
Contract
•Contract Reference
•Customer Name
•Start Date
•Renewal Date
Order
•Order Number
•Order Date
•Delivery Status
•Customer Name
Intelligent Document Processing
• Consistent and quick
document filing, avoiding
mistakes and ensuring
key information is
captured.
• Fast, secure access, from
anywhere.
• Putting your finger on the
right document, instantly.
• Reducing duplication,
effort and confusion.
• Increasing collaboration
and productivity.
Great for:
Share links to
original
documents,
avoiding
duplication and
confusion.
Retain version
history to easily
correct mistakes
or track change
history.
Simple co-
authoring allows
colleagues to
collaborate easily
and quickly.
Share &
Collaborate
Search via web
interface, our
Outlook
integration tool
or mobile app.
Filter libraries by
document
category or
associated
metadata.
Browse straight
from related
customer,
employee or
project record
Find
Documents are
stored securely
in the cloud, in
the
appropriate
library with
appropriate
access
permissions
and sharing
rights
Store
Upload
documents via
the simple web
interface or using
our Outlook
integration tool.
Choose
document type
and apply
relevant
metadata
File
Powerful Search
Use SharePoint’s powerful search capabilities to return
results from anywhere in your management system.
Use intuitive search terms and easily browse and filter
results to pinpoint the information you need, quickly
• Providing fast access to all
documents and searching by
document type, related
subject or associated
metadata
• Quickly sifting through large
collections of information
• See related results from
multiple lists and libraries
Great for:
Search all content;
title, author, client
name, document copy,
associated metadata
Filter results
Feature rich previews to
help pinpoint the content
you’re looking for
Future Enhancements: Automate Business Processes
ISAAC help improve business process.
Further development of your document management systems
can streamline workflows and increase efficiency and
consistency.
Trigger creation of business tasks, notification emails or approval
requests, following creation of new documents or a change in
document status.
• Managing document
related tasks
• Automating
notifications and
alerts.
• Improving business
process and reducing
unnecessary effort
and confusion.
Great for:
Invoice Received
•File invoice in
appropriate
library,
specifying
payment due
date etc
Request Payment
Approval
•Payment
approval task
added to
finance team
task list
Invoice Marked as
Paid
•Automated
remittance
notification
sent to supplier
Example: Invoice processing

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Collaborative Document Management Solution for Office 365 - Oxygen from ISAAC

  • 1. Oxygen Document Management Intuitive cloud document solutions. Helping you securely file and find information, fast
  • 2. Smart & intuitive document management In this digital age, where data is more prolific than ever, the need to intelligently manage your business documents is vital. Thankfully, retaining important documents is easier than before, thanks in the main to low cost cloud data storage. The challenge comes in the process – how easy is to file, find and collaborate on your documents? The Oxygen Document Management Solutions from ISAAC provides: • Secure and scalable storage • Simple filing process with intelligent metadata application • Fast and logical access to the documents you need – from any device • Easy sharing and collaboration with co-authoring and reduced duplication • Improved business productivity with automated document related business processes Oxygen Document Management Solutions apply context and process driven methodology to document storage processes. Utilising robust and secure Microsoft storage, and built into Office 365 & SharePoint Online, document libraries can be created, managed and related directly to specific business content. Metadata is applied intelligently so filtering and searching is simple. Oxygen Documents Collaboration Security ScalabilityUsability Consistency
  • 3. Retain, secure and easily find documents Accessible straight from your Office 365 App Launcher, via your usual login, Oxygen Document Solutions are built in SharePoint Online, giving you instant access to all your documents, categorised by context and security requirements. Project Documents Super Fast Search & Indexing Customer Documents Employee Documents Marketing Contracts & Purchase Orders Subject Based Metadata Policies & Procedures Context Specific Libraries
  • 4. Automated Document Management • New ‘Smart-Folders’ are created, automatically, at point of record creation, standardising your document management structure and automatically linking folder contents back to the related record. • Categorise documents by type; i.e. Contract, Invoice, Order etc • Add useful metadata, such as document date, comments and annotations, to help with document identification and discovery • Standardise document creation by creating embedded document templates for letterhead, quotes and contracts etc • See documents right next to their related record, be that product, employee, customer, etc. • Easily browse using the SharePoint web experience or intuitive ISAAC app for Outlook Easily navigate back to client or case record via automated link
  • 5. Context Specific Libraries Libraries can be related to any primary subject, with connected libraries automatically created for any new record. Documents categories, relating to the primary subject help classify document type. • Storing documents by subject., i.e: Customers, Employees, Products, Projects, etc • Classifying documents in a way that makes sense to your business. i.e: Contracts, Invoices, Orders, Letters, etc Great for: Customer A • A unique library created for every new customer • Documents automatically link back to customer record • Documents are classified by document type Customer B • Contracts • Invoices • Orders • Quotes Customer List Example: Customer Documents
  • 6. Category Specific Metadata Document categories, matching your business context, can be created with appropriate metadata requirements. With key subject metadata applied automatically and simple forms aiding user input of required information. • Simple information capture to aid in filing and searching • Easily filtering your documents by category or associated metadata Great for: Invoice •Invoice Date •Invoice Number •Supplier Name •Payment Status Contract •Contract Reference •Customer Name •Start Date •Renewal Date Order •Order Number •Order Date •Delivery Status •Customer Name
  • 7. Intelligent Document Processing • Consistent and quick document filing, avoiding mistakes and ensuring key information is captured. • Fast, secure access, from anywhere. • Putting your finger on the right document, instantly. • Reducing duplication, effort and confusion. • Increasing collaboration and productivity. Great for: Share links to original documents, avoiding duplication and confusion. Retain version history to easily correct mistakes or track change history. Simple co- authoring allows colleagues to collaborate easily and quickly. Share & Collaborate Search via web interface, our Outlook integration tool or mobile app. Filter libraries by document category or associated metadata. Browse straight from related customer, employee or project record Find Documents are stored securely in the cloud, in the appropriate library with appropriate access permissions and sharing rights Store Upload documents via the simple web interface or using our Outlook integration tool. Choose document type and apply relevant metadata File
  • 8. Powerful Search Use SharePoint’s powerful search capabilities to return results from anywhere in your management system. Use intuitive search terms and easily browse and filter results to pinpoint the information you need, quickly • Providing fast access to all documents and searching by document type, related subject or associated metadata • Quickly sifting through large collections of information • See related results from multiple lists and libraries Great for: Search all content; title, author, client name, document copy, associated metadata Filter results Feature rich previews to help pinpoint the content you’re looking for
  • 9. Future Enhancements: Automate Business Processes ISAAC help improve business process. Further development of your document management systems can streamline workflows and increase efficiency and consistency. Trigger creation of business tasks, notification emails or approval requests, following creation of new documents or a change in document status. • Managing document related tasks • Automating notifications and alerts. • Improving business process and reducing unnecessary effort and confusion. Great for: Invoice Received •File invoice in appropriate library, specifying payment due date etc Request Payment Approval •Payment approval task added to finance team task list Invoice Marked as Paid •Automated remittance notification sent to supplier Example: Invoice processing