Enterprise Document Management System (EDMS) is a comprehensive solution designed to streamline document control and management processes for organizations aiming to achieve higher levels of compliance, efficiency, and operational excellence. Built on the robust Salesforce platform, this system offers unparalleled security, scalability, and integration capabilities, making it an ideal choice for businesses of all sizes across various sectors.

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Enterprise Document
Management System
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2. Proprietary, © Copyrighted and Confidential Information of Qualityze Inc.
The effective management of quality documents such as SOPs, change controls, quality records, process narratives, work
instructions, compliance records, or regulatory filings, is very critical to a quality organization. Organization knows that a
manual and paper-based approach for managing quality documents is inefficient, costly, and unsustainable.
Qualityze leverages the latest cloud technology, Salesforce, to offer the best in class Enterprise Document Management
System. Our robust, secure and an easy-to-implement solution complements your established document management
process to
With functionalities such as email approval, collaboration tools, electronic signature, revision control and many more,
accelerates review and approval cycles of a document.
Create Collaborate Review Approve Release Obsolete Archive
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Document Management

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Qualityze Document Management Solution
Ensuring ISO 9001 & Regulatory Compliance
Capabilities Benefits
Industry Best
Practices
Implement your Document Management with
industry-proven best practices to improve your
product and process quality.
Electronic or
Digital Signature
Centralized
Document
Database
An electronic signature for every action and
decisions performed. Includes the name of the
signatory, the date and time of signature
execution.
Track all your quality documents in a validated
system with detailed audit trail for a regulatory
environment.

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Qualityze Document Management Solution
Ensuring ISO 9001 & Regulatory Compliance
Capabilities
Dashboards &
Reports
Users can create any number of
Dashboards and reports.
Proactive Input
Validation
Iconic Color Code
Managed Workflow
Process
Proactive input validation helps guide
the user while reducing errors on later
steps.
The color-coded icons quickly help the
user know “WHERE AM I” in the
managed workflow process.
Benefits

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Capabilities
File Attachments Multiple files of any type can be attached to
a documents and files are identified by steps
of the process.
Follow or
subscribe to your
important quality
records
Automated
Dynamic
Workflows
Follow feature allows user to keep track on
progress of the document that they are
interested in, even though they do not own or
have any active task. The system will create an
alert on the dashboard anytime the document
records that they are following is updated.
Dynamic workflow configuration allows
user to create variations of workflow for
every document.
Benefits
Qualityze Enterprise Document Management System
Ensuring ISO 9001 & Regulatory Compliance

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Qualityze Document Management Solution
Ensuring ISO 9001 & Regulatory Compliance
Capabilities
Notes for
important
reminders
Allows user to create a ‘sticky note’ to the self in
the portal. Use it as a personal reminder or to
remind yourself of work that needs to be done
for a document or a specific task.
Portal Page
Alerts &
Notifications
Dynamic portal page provides a quick overview
of all the tasks for a user to complete. Approval,
Task Completion, Alerts, Notes, followed
documents and documents that the user owns
are all displayed in the portal page
A content change notification service that
provides information in the homepage
anytime any type of updates occurs to a
document records that the user own.
Benefits

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Quality Management Software
Ensuring ISO 9001 & Regulatory Compliance
Capabilities
Task List Approval With task list approval, approver will have the
capability to approver right from the task list
without having to go into the detail of the
document record.
Chronology
Outlook Email
Approval
Every document records have a timeline of an
event which tells the user what happened when.
In other word a very high-level audit trail that
allows user to quickly understand the sequence
of activities that occurred in the life cycle of
document record.
With this feature, approver do not have to sign into
the application to approve. User can simply reply
back with words like ‘APPROVE’, ‘APPROVED’,
‘REJECT’, or ‘REJECTED’, as a response.
Benefits

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Thank you!
www.qualityze.com
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