What does it do?
DocBeans is a data tracking/document management application that provides a secure and easily accessible location for storing and disseminating information.
What are the benefits?
• 100% web-based (works in IE and Firefox)
• No software to download or install
• Hosted (SAAS) or On Premise (Onsite) options
• Offsite backup and storage
• No need for an IT department / little to no maintenance*
What are the features?
• Multi-tier / Access and Control: Create multiple user groups and grant/restrict access to application databases,
features and modules
• Virtual Databases: Create databases on the fly to different departments in your organization. Grant/restrict databases
access and searching capabilities in real time. Data can be routed across databases and offices without the need for
replication.
• Routing and Workflow: Users can route data to other people within your organization with ease, using the integrated
workflow. Create workflow lists on the fly as well as predefined workflow lists.
• Document Storage and Versioning: Store documents within the integrated document database. Upload multiple
versions of documents with full version control management.
• Comprehensive Search: Perform basic and advance searches of data within the application. Search results can be
exported to MS Excel, PDF, HTML or MS Word format. Save previous search queries for later use.
• Reporting and Scheduling: Create reports on a variety of data elements and data sets within the application. Schedule
reports to be delivered via email to recipients on a schedule determined by users. Export data into MS Excel, PDF,
HTML or MS Word format.
• Email notification: Send an email to users concerning status of data and records.
• Push-to-Web: Publish documents stored within DocBeans to any web property. No need to replicate documents and
data.
Why do I need it?
• Provide a central and secure location for staff to store and route documents for review and action.
• Increase productivity and accountability of staff by utilizing the integrated routing and workflow with audit trail.
• Enable management and key stakeholders with the ability to generate reports on progress and activity.