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Helping Organizations
Overcome the Document
Management Challenge
WHATISGLOBODOX?
GLOBODOX is a document management software suite designed for the Medium to
Large business.
Is the result of feedback received from our customers around the world.
It features an integrated set of tools for scanning, indexing, searching, securing,
sharing, auditing and workflow.
Is one of the simplest and fastest document management solutions in the
market today!
GLOBODOX lets you manage your documents exactly how you want to...!
DOCUMENT MANAGEMENT SOFTWARE
AddFiles&Folders
Drag & Drop File and
Folders directly from
Windows Explorer
Search and Add Files
Monitor Multiple
Folders to add files
Scan & Batch Scan
DOCUMENT MANAGEMENT SOFTWARE
OrganizeFiles
Attaching simple text Tags to each
document
Attaching structured
indexing information
to each document
Document Types
Group multiple documents under
common indexing information as
Stacks
Storing them in a simple
Folder hierarchy
DOCUMENT MANAGEMENT SOFTWARE
DocumentSearch
Quick Search
Get results on the fly as you
type
Document Full Text Search
Look for words within the document text
Advanced Search
 Combine multiple conditions and create a single
advanced search
 Save Advanced Searches for regular use
 You can even search for saved searches!
Search Folders
Easily search for a particular folder
DOCUMENT MANAGEMENT SOFTWARE
DocumentSecurity
Roles and Privileges
Define Roles for users and set
privileges at the top level.
Hierarchical Security Groups
This security feature ensures that users in
a group can only access documents
owned by their group and documents of
their sub groups.
Share, Assign or Restrict
Users can control by simply sharing
and restricting.
Security Labels
Create Security Labels to assign
custom security to objects.
Control Printing and Saving
Disallow printing, saving to local
machine, emailing by simply denying
the Distribute permission for a
document.
Event Logging / Auditing
Log details about user actions like
addition and modification with the
Event Logging feature.
DOCUMENT MANAGEMENT SOFTWARE
Reports&Notifications
Dashboard
Review document activity for
any period. .
Built-in Reports
Downloadable reports to help you plan for
future activities
Export to Excel
Export reports directly to Microsoft
Excel with a single click
Field Notification
Get email notification when a
specified field meets a
criteria.
Task Assigned Notification
Get notification a task is assigned or
reassigned to you.
Document Shared Notification
Get notification when a document is
shared with you.
DOCUMENT MANAGEMENT SOFTWARE
AutomateBusinessProcess
Easily automate business processes and create rule based procedures
Create procedures similar to those used by your organization to do the same task in real life scenarios.
Documents can never be lost or misplaced. Documents are always passed on to the right person.
Thus, eliminating the chances of sensitive/ confidential data being leaked.
DOCUMENT MANAGEMENT SOFTWARE
AccessDocumentsFromAnywhere
GLOBODOX Web Client, can be used to access your documents and data over your corporate Intranet or
even over the Internet using a web browser.
DOCUMENT MANAGEMENT SOFTWARE
Integratewithyoursystems
Use GLOBODOX’s REST API to integrate its document management capability into applications you use in
your organization using virtually any programming language and platform.
DOCUMENT MANAGEMENT SOFTWARE
CustomerPortal
GLOBODOX Customer Portal module will allow you to give customers, vendors or partners authorized
access, to select documents in your GLOBODOX Database via your website.
DOCUMENT MANAGEMENT SOFTWARE
Customer Portal
DocumentRetention
GLOBODOX’s Document Retention module helps organizations to retain/archive documents for a specific
time period as required by law.
DOCUMENT MANAGEMENT SOFTWARE
AQUICK GUIDED TOUR
Modes of Adding Documents to
Globodox – Either Create once,
Scan one or else add from Disk Check-out a document to edit. Document is
locked while you edit. Check in and
Globodox manages versions
Route Documents by Email, Fax or else by
Workflow that you create
In the default view, you
can see the document in
it’s original format
This is the annotation bar that
lets you manipulate the
documents by adding a
signature, stamp or highlight,
comment to the same.
This is the tab pane that
lets you view and add
additional information
related to the document
This is the list of documents that
match the nodes selected on the
workspace
This is the workspace which lets
you browse and select
documents based on folders,
rules or else tags
This is the scan window which
lets you decide which scanner
and scanning profile to use and
also document specific settings
This pane lets you modify information about
the document, its author, folders and
organizations it is related to. Now lets see
what the other tabs lead us to
Add tags to make your document
searchable using them
Globodox automatically tracks
and manages all versions of the
same document
Using the Event Log tab you can
see how changes were made to
each document and by whom.
The links tab lets you create and view
links between this document and
other documents or else stacks of
documents.
Globodox has basic as well as advanced
search functionality letting you create a
custom rule and get results based on
the same.
A view of the Settings tab. You
can see different types of users,
set up groups, roles, connected
users and security labels.
You can define different security roles
with different levels of access to
documents. Users can then be
assigned to one or more roles.
You can also simply share documents
with one or more users .
You can use a web browser to
access your documents and data
over your corporate Intranet or
even over the Internet.
SomeofOur Clients
DOCUMENT MANAGEMENT SOFTWARE
 Thermo Shandon Ltd, United Kingdom
 Translation Bureau, Canada
 University of Philippines, Philippines
 Osram, Malaysia
 Tata Memorial Hospital, India
 Hutchinson, Sri Lanka
Food and Drug
Administration, USA
Marshal Space Flight
Center -NASA, USA
Westpac Bank, New
Zealand
Department of
Justice, USA
 Ministry of Health, Medina, Saudi Arabia
 Lulu Hypermarket, Bahrain
 Dubai South, UAE
 Department of Immigration, Rwanda
 Toyota Nigeria Limited, Nigeria
AboutGLOBODOX
GLOBODOX document management software (DMS) has been a widely recognized
name in the document management space for more than 22 years. GLOBODOX lets
you switch to a completely paperless office by digitizing & automating your
document processes. GLOBODOX has helped thousands of clients manage their
paperwork more efficiently, across various sectors like construction, healthcare,
education, engineering, mining, oil & gas, retail, etc. GLOBODOX offers the best-in-
industry features, a simplified user experience, and top notch customer support.
Phone:
+1 650 785 2414 (USA)
Email:
sales@globodox.com
Website:
www.globodox.com
DOCUMENT MANAGEMENT SOFTWARE

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globodox-presentation-v14.ppsx

  • 1. Helping Organizations Overcome the Document Management Challenge
  • 2. WHATISGLOBODOX? GLOBODOX is a document management software suite designed for the Medium to Large business. Is the result of feedback received from our customers around the world. It features an integrated set of tools for scanning, indexing, searching, securing, sharing, auditing and workflow. Is one of the simplest and fastest document management solutions in the market today! GLOBODOX lets you manage your documents exactly how you want to...! DOCUMENT MANAGEMENT SOFTWARE
  • 3. AddFiles&Folders Drag & Drop File and Folders directly from Windows Explorer Search and Add Files Monitor Multiple Folders to add files Scan & Batch Scan DOCUMENT MANAGEMENT SOFTWARE
  • 4. OrganizeFiles Attaching simple text Tags to each document Attaching structured indexing information to each document Document Types Group multiple documents under common indexing information as Stacks Storing them in a simple Folder hierarchy DOCUMENT MANAGEMENT SOFTWARE
  • 5. DocumentSearch Quick Search Get results on the fly as you type Document Full Text Search Look for words within the document text Advanced Search  Combine multiple conditions and create a single advanced search  Save Advanced Searches for regular use  You can even search for saved searches! Search Folders Easily search for a particular folder DOCUMENT MANAGEMENT SOFTWARE
  • 6. DocumentSecurity Roles and Privileges Define Roles for users and set privileges at the top level. Hierarchical Security Groups This security feature ensures that users in a group can only access documents owned by their group and documents of their sub groups. Share, Assign or Restrict Users can control by simply sharing and restricting. Security Labels Create Security Labels to assign custom security to objects. Control Printing and Saving Disallow printing, saving to local machine, emailing by simply denying the Distribute permission for a document. Event Logging / Auditing Log details about user actions like addition and modification with the Event Logging feature. DOCUMENT MANAGEMENT SOFTWARE
  • 7. Reports&Notifications Dashboard Review document activity for any period. . Built-in Reports Downloadable reports to help you plan for future activities Export to Excel Export reports directly to Microsoft Excel with a single click Field Notification Get email notification when a specified field meets a criteria. Task Assigned Notification Get notification a task is assigned or reassigned to you. Document Shared Notification Get notification when a document is shared with you. DOCUMENT MANAGEMENT SOFTWARE
  • 8. AutomateBusinessProcess Easily automate business processes and create rule based procedures Create procedures similar to those used by your organization to do the same task in real life scenarios. Documents can never be lost or misplaced. Documents are always passed on to the right person. Thus, eliminating the chances of sensitive/ confidential data being leaked. DOCUMENT MANAGEMENT SOFTWARE
  • 9. AccessDocumentsFromAnywhere GLOBODOX Web Client, can be used to access your documents and data over your corporate Intranet or even over the Internet using a web browser. DOCUMENT MANAGEMENT SOFTWARE
  • 10. Integratewithyoursystems Use GLOBODOX’s REST API to integrate its document management capability into applications you use in your organization using virtually any programming language and platform. DOCUMENT MANAGEMENT SOFTWARE
  • 11. CustomerPortal GLOBODOX Customer Portal module will allow you to give customers, vendors or partners authorized access, to select documents in your GLOBODOX Database via your website. DOCUMENT MANAGEMENT SOFTWARE Customer Portal
  • 12. DocumentRetention GLOBODOX’s Document Retention module helps organizations to retain/archive documents for a specific time period as required by law. DOCUMENT MANAGEMENT SOFTWARE
  • 14. Modes of Adding Documents to Globodox – Either Create once, Scan one or else add from Disk Check-out a document to edit. Document is locked while you edit. Check in and Globodox manages versions Route Documents by Email, Fax or else by Workflow that you create In the default view, you can see the document in it’s original format This is the annotation bar that lets you manipulate the documents by adding a signature, stamp or highlight, comment to the same. This is the tab pane that lets you view and add additional information related to the document This is the list of documents that match the nodes selected on the workspace This is the workspace which lets you browse and select documents based on folders, rules or else tags
  • 15. This is the scan window which lets you decide which scanner and scanning profile to use and also document specific settings
  • 16. This pane lets you modify information about the document, its author, folders and organizations it is related to. Now lets see what the other tabs lead us to Add tags to make your document searchable using them
  • 17. Globodox automatically tracks and manages all versions of the same document
  • 18. Using the Event Log tab you can see how changes were made to each document and by whom.
  • 19. The links tab lets you create and view links between this document and other documents or else stacks of documents.
  • 20. Globodox has basic as well as advanced search functionality letting you create a custom rule and get results based on the same.
  • 21. A view of the Settings tab. You can see different types of users, set up groups, roles, connected users and security labels.
  • 22. You can define different security roles with different levels of access to documents. Users can then be assigned to one or more roles.
  • 23. You can also simply share documents with one or more users .
  • 24. You can use a web browser to access your documents and data over your corporate Intranet or even over the Internet.
  • 25. SomeofOur Clients DOCUMENT MANAGEMENT SOFTWARE  Thermo Shandon Ltd, United Kingdom  Translation Bureau, Canada  University of Philippines, Philippines  Osram, Malaysia  Tata Memorial Hospital, India  Hutchinson, Sri Lanka Food and Drug Administration, USA Marshal Space Flight Center -NASA, USA Westpac Bank, New Zealand Department of Justice, USA  Ministry of Health, Medina, Saudi Arabia  Lulu Hypermarket, Bahrain  Dubai South, UAE  Department of Immigration, Rwanda  Toyota Nigeria Limited, Nigeria
  • 26. AboutGLOBODOX GLOBODOX document management software (DMS) has been a widely recognized name in the document management space for more than 22 years. GLOBODOX lets you switch to a completely paperless office by digitizing & automating your document processes. GLOBODOX has helped thousands of clients manage their paperwork more efficiently, across various sectors like construction, healthcare, education, engineering, mining, oil & gas, retail, etc. GLOBODOX offers the best-in- industry features, a simplified user experience, and top notch customer support. Phone: +1 650 785 2414 (USA) Email: sales@globodox.com Website: www.globodox.com DOCUMENT MANAGEMENT SOFTWARE