DocTrix DocFlow 2013

DocTrix DocFlow 2013.
Electronic document workflow
based on SharePoint

Table of contents
• DocTrix Product Line – great tools for business process automation
• DocTrix DocFlow 2013: main components
• Ease of use
• Ease of deployment
• Ease of operation and development
• DocTrix DocFlow: system performance while working with large volumes of data
• About “i-Sys Labs” company

DocTrix Product Line
DocTrix Product Line is a series of commercial software created by i-Sys Company on the
platform of Microsoft SharePoint.

DocTrix DocFlow 2013
DocTrix DocFlow 2013 is an electronic document
management system developed in accordance with
the standards of business workflow and
documentary maintenance.
Modularity of the system powered by high level of
customizability allows automation of electronic
workflow and business processes in state and
holding companies as well as in small businesses.
Incoming and
outgoing
correspondence
Execution
control
Internal
correspondence
Contracts
Electronic
archive
Organizational,
administrative and
regulatory
documents

Functional benefits
Availability of standardized system
modules that meet standards and
requirements of the document
workflow.
Users can create customized standard
routes of document processing by the
profile professionals. Simple and easy-
to-use builder.
Support of holding companies
structure. There’s no data input
duplication in the intercompany
workflow. Distribution of access to the
documents by legal entities.
Users can create document cards from
the templates.
Improved personal account pages that
enable users to customize views of
different roles.
Printing forms of the documents can be
easily created and configured by the
administrators of the electronic
document management system.

Technical advantages
• Support of work with a large number of documents;
• Advanced access control system that allows overcoming limitations of the SharePoint;
• Advanced search capabilities taking into account presence of large number of documents;
• DocTrix DocFlow 2013 can be easily integrated with external systems
Digital signature Barcoding and stream input
Additional modules of the Electronic Document Workflow system:

DocTrix DocFlow 2013: homepage
Homepage and user’s menu can be flexibly configured and displayed in
accordance with the user’s role in the System.

Organizational structure
Functionalities of the DocTrix
DocFlow are aimed at meeting the
needs of both big holding
companies with advanced
organizational structure and
small- and midsize businesses.
The “Organizational structure”
component of the System allows
taking into account hierarchy de
jure and de facto in a company.
“Organizational structure” can be
easily integrated with an external
Human Resource system.

Document card
The universal ergonomic document card
contains all necessary information
related to the document.
Users can create document cards from
the templates (based on the previously
created copies). Information from the
document cards can be easily exported
to a MS Word file.

Kinds of documents
New kinds of documents can be easily
added without the help of developers.
For example, employees of the legal
department can add new types of
contracts with appropriate
reconciliation routes; employees of HR
department can add their own internal
processes into the System, and so on.
As a part of this, DocTrix DocFlow also
features easy-to-use route
reconciliation builder. Routes of
document reconciliation can be
associated with the kinds of documents.

Execution control
All data about completed and
overdue assignments can be
displayed in generated Excel
spreadsheets with numerous
filters and groupings.
It is also possible to apply color
coding to the tasks in the list
depending on the pre-configured
conditions.
Execution control is provided by means of assigning tasks related to the documents and
subsequent setting them under control.

Execution control
A task in the System can be assigned to a
particular employee, to a group of
employees or addressed to a role in the
system.
The System allows assigning responsible
executors and co-executors, create child
assignments, as well as request for
change of the assignment deadline.
When the tasks and assignments related
to the document are completed, author
of the assignment or a supervisor can
check the result; if necessary, assignment
can be returned for revision.

Monitoring
Tracking the progress of document
processing in a visual editor.
Administrators of the System can
automate processes for the new
documents using a visual editor.

Search
Handy search for documents
in the list and subsequent
export of the found data to an
Excel file.
When the exporting process
finishes, output Excel file
contains all filters and
conditions that had been
previously configured to
display the data in the System.

Mobile application for DocTrix DocFlow
You can use your iOS devices to work with tasks in any
system based on the DocTrix Platform. The mobile
application, Doctrix Mobile, is compatible with SharePoint
Foundation and SharePoint Server 2010/2013.
DocTrix Mobile also supports work with Nintex Workflow
tasks.
• Current tasks become available immediately after the
logging in the System;
• Search for tasks and attached documents;
• Display attachments (docx, xlsx, pdf, jpg and other file
types);
• Different types of tasks are supported in the System,
including the Nintex Workflow tasks;
• Instant sync with the server.

Ability to work with the System both within the network and remotely
using different web browsers, including Safari on your iPad
Convenient web interface
Alerts and notifications are sent via e-mail
Ease of use…
You can track the progress of document processing through the e-mail.
You will also receive all necessary notifications and reminders about the
necessity to perform an action.
Users can work with the system via mobile devices (i.e. iPad and iPhone)
using the mobile application.
Mobile users support
You can approve, review, execute and read the documents via you favorite
e-mail program or service, without logging in the System.
Making decisions via e-mail

Rapid deployment of the box edition of the system with preconfigured
processes, ready for test running.
Box edition of the system
Availability of documentation to the System
Ease of deployment…
Our product comes with detailed documentation; therefore, users can quickly
learn how to work with the System. Performing a preliminary system
configuration for testing is not a problem as well.
According to the results of test operation of each module of the System,
modernization requirements are formed – with subsequent
implementation and deployment.
An iterative approach to deployment

Ease of operation
and development…

Administrators of the system can flexibly upgrade document cards and
the organizational structure during the operation of the System.
DocTrix DocFlow is built on the strong foundation of the DocTrix Platform
Visual business process editor
Ease of operation and development…
No development expertise required to configure the logic of operation of the
System using a Nintex Workflow visual editor.
Functionality and interface of the System have great potential for
expansion because the System itself is built on the basis of SharePoint API,
and also due to the presence of the extension points and API for DocTrix
and Nintex.
Functionality of the System can be extended significantly by the
external developers

SharePoint-based electronic document workflow
for big companies
0
1000
2000
3000
4000
5000
6000
7000
20.02.2012
22.02.2012
24.02.2012
26.02.2012
28.02.2012
01.03.2012
03.03.2012
05.03.2012
07.03.2012
09.03.2012
11.03.2012
13.03.2012
15.03.2012
17.03.2012
19.03.2012
21.03.2012
23.03.2012
25.03.2012
27.03.2012
29.03.2012
31.03.2012
02.04.2012
04.04.2012
06.04.2012
08.04.2012
10.04.2012
12.04.2012
14.04.2012
16.04.2012
18.04.2012
20.04.2012
Dynamics of DocTrix usage between February 20, 2012, and April 20, 2012
Количество пользователей Количество документов Количество задачNumber of users Number of documents Number of tasks

The advantages of our approach to the development of
DocTrix systems
All the benefits of SharePoint are still
here!
• Our solutions are built on Microsoft
SharePoint2013, what allows combining the
functional benefits of the platform with the
advantages of the software product built on
it.
Cross-browser compatibility
• The work is done through the web-
browsers, including the ones in the mobile
devices. No additional client-side software
is required.
It is very easy to get started
• Users can easily get started with any of the
DocTrix products, because their user
interface is very handy, – it is built by
analogy with office software from Microsoft.
Set of functions can be enhanced
significantly
• Nintex Workflow and Doctrix Platform provide
administrators with ample opportunities to
expand functionalities of the System as well as
to rebuild the logic of the business processes
without attracting developers. All of this
reduces the total cost of ownership
significantly.

Technical support
Software Assurance,
Warranty Service
Incident and consulting support
 Customer will receive updates and/or new
versions of the licensed DocTrix products;
 Support on technical issues, including installation
and configuration of the system;
 Both technical and business users will get answers
to their questions about product functionality.
At the first purchase of license to any of the DocTrix
products, additional purchase of the 1-year technical
support – Software Assurance – is obligatory.
 Consultation service with higher priority;
 The right to receive 3 annual licenses for
developers;
 Consultation service and solving issues with the
following products: DocTrix, Nintex Workflow and
SharePoint 2010/2013.
“Incident and consulting support” is a paid support
program and sold separately (in addition to the
Software Assurance program).

completed projects in Italy, Portugal,
Russia and Kazakhstan;
i-Sys stands for…
years (and counting) in the IT business;
project offices: in Samara, Moscow,
Kiev and Astana;
development centers: in Orenburg,
Samara and Tolyatti;
highly-skilled and experienced
engineers.
12
150+
4
3
140+

Our development team is really big
Команда
Project
Managers
Business
Analysts
Java/J2EE Certified
Specialists
.NET, DB
Developers
8
17
10
50
Team
Java
Developers
Microsoft Certified
Professional
Support
specialists
19
10
8
30
QA
Specialists

Areas of Expertise
i-Sys
Business-process
automation and
portals
Mobile
solutions
E-government
Integration
projects
Information systems
for
telecommunication
companies
1С automation
Technical support
Financial and
investment systems

Get in touch with us
But wait, there’s more!
• Visit our web-sites http://doctrix.ru/en/ and http://www.i-sys.ru/en/;
• Be the first to see the new videos about our products on our YouTube channel.
sales@doctrix.ru
Samara: +7 (846) 3411411
Moscow: +7 (916) 0928274
Kiev: +38 (095) 7282005

DocTrix DocFlow 2013

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