ImageSite is a comprehensive yet easy to use Engineering Document Management system that automates the three distinct phases of the engineering data lifecycle into one integrated solution for:
Design Data Management
Released Document Control
Long Term Archival
ImageSite provides this solution through the intelligent integration of Review & Approval Workflows, Document Lifecycles, Version Control and User/Group Security; providing real world solutions for engineering customers.
A design oriented solution that manages the complex engineering data requirements of CAD users.
ImageSite is great with large engineering files like CAD and scanned drawings, handles complex reference file associations, provides integrated viewing and markup, and directly integrates CAD file properties with ImageSite search.
Engineering Change Management functions automate document approvals, revisions and control for design users.
Automatically triggers "Minor Versions" for each "Major Revision" of a document.
Major Revisions (A, B, C, etc.)
Minor Versions (A.1, A.2, B1, C.1, C.2, C.3, etc.)
Enables review and approval workflows.
Dynamically assigns document security.
Change Management
ImageSite's integrated Workflow, Lifecycle, Revision, and Security subsystems provide a highly configurable and extremely powerful Engineering Change Management capability.
Configure ImageSite for design file review and approval with automatic assignment of correct document security for documents that are "Released" for general use versus documents in the "Design" lifecycle stage.
Version Control
ImageSite automatically recognizes new versions of documents as they are Checked-in. Documents are assigned the next available version number and the previous version is automatically archived along with any markups that may have been created.
Configure ImageSite so that "Released" drawings have a "Major Revision" scheme (like A, B, C, etc..).
While "Non-Released" files (work in progress) iterate through "Minor Revisions" (like "C.1, C.2, C.3, etc).
"Released Documents" remain available for widespread corporate use while the "Non-Released" files are securely routed to only authorized users within the design group until the changes are approved.
Lifecycle
ImageSite Lifecycle subsystem automatically assigns documents to a Lifecycle based on the type or category of document and its intended use. Each Lifecycle typically contains multiple Lifecycle States signifying an important change in the status of that document. A variety of actions can be automatically performed as documents change from one Lifecycle State to another such as:
Change a document's metadata (such as an Approval Status value).
Modify the document's security settings.
Copy, Move, Delete, or Archive a document.
Trigger a Major Revision or Minor Version.
Launch a review and approval Workflow.
Workflow
ImageSite Workflow is flowchart based and schedule driven; it "carries" documents (and markups and folders) from user(s) to user(s) to automate virtually any business process.
Each ImageSite Workflow is represented as a series of flowchart steps.
Each step contains a title, instructions, a deadline and a list of users who are expected to perform tasks outlined by that step.
As a Workflow "lands" on a particular step, the assigned users at that step are notified by email that they have work to do.
A web link drives users to ImageSite where they will see one or many assigned tasks in their ImageSite Workflow Inbox.
Workflows contain an audit trail with linked documents, user comments, and date-time stamps to record when workflows were advanced from step to step.
Approvals
Configure ImageSite's Workflow and Lifecycle subsystems to automate a wide variety of review and approval processes.
Route documents automatically to users for approval to greatly shorten reviews while maintaining a complete audit trail of approval actions by participants.
ImageSite Workflow is schedule based and notifies users by email when they have actions to perform or if they are late with assigned tasks.
Nothing falls through the cracks!
Reference Files
ImageSite's CAD Connectors ensure that reference files are captured, uploaded and correctly linked together in the ImageSite database.
Then when CAD files are "Checked-Out" for editing, ImageSite provides users with all required reference files needed to do their work.
Title Blocks
ImageSite CAD Connectors automatically capture CAD Title Block information (file property values) and link them to corresponding search fields (index values or metadata) within ImageSite.
Documents are automatically indexed, eliminating user data entry steps and reducing the possibility of manual errors.
Released Document Control
An integrated Document Control solution to store, manage, and distribute "Released" (Approved) documents for use by the broader organization.
ImageSite can be used as a stand alone "Released Document Management System" or as a highly integrated solution to manage the entire Design, Release and Archive process.
Use Engineering Change Request workflows to create new revisions of currently released documents and to approve changes to previously released documents.
A "Family History" to conveniently navigate between multiple versions of the same document with links between a document's Major "Released" Revisions and its Minor "Non-Released" Versions.
Change Requests
Change Request Workflows streamline the entire revision processes from request submission, to document review and approval, to "Releasing" new document revisions.
ImageSite's integrated Workflow, Lifecycle, Revision, and Security subsystems provide a highly configurable and extremely powerful Engineering Change Management capability.
Enables Review and Approval Workflows.
Dynamically assigns document security.
Automatically triggers new "Major" Revisions to "Released" documents when changes are approved.
Collaboration
"to work jointly with others or together especially in an intellectual endeavor" - (Merriam-Webster Dictionary)
Collaboration is all about moving beyond simple file storage and retrieval in document management; it's about using those stored documents to work more efficiently with others.
ImageSite offers extensive collaboration features to perform real work more efficiently than ever before.
Workflows automate review and approvals.
Extensive engineering markup (redlining) capabilities with custom symbol support.
Electronic "sticky notes" to add text notes to documents or to a specific portion of a document.
Event monitors to automatically notify users when changes of interest occur.
Transmittals
ImageSite offers an extensive Engineering Transmittal capability including:
Automated creation of transmittal cover letters using customizable templates.
Transmission of source files or PDF copies generated automatically.
Paper or Electronic Transmittals.
Email links drive recipients to transmitted documents.
Transmittal storage within ImageSite as a permanent record of contractual activities.
Distribution
Electronically distribute documents by sending lightweight emails with hot links that drive any user to where you want them to go in ImageSite. Use a variety of direct links (URLs) to get them there.
Documents
Markups
Folder (containing documents)
Sets of Documents
Searches
More
Change Control
Use ImageSite as a stand alone "Released Document Management System" or as a highly integrated solution to manage the entire Design, Release and Archive process.
Use Engineering Change Request Workflows to create new revisions of currently Released documents and to approve changes to previously Released Documents.
A "Family History" to conveniently navigate between multiple versions of the same document with links between a document's Major "Released" Revisions and its Minor "Non-Released" Versions.
ImageSite's integrated Workflow, Lifecycle, Revision, and Security subsystems provide a highly configurable and extremely powerful Engineering Change Management capability.
Use Tracking
ImageSite stores a complete audit trail of users who have viewed, downloaded, checked out, checked in, and marked up documents in ImageSite. Other actions tracked include:
Add Folder
Update Folder
Add Document
View Document
Update Document
Rotate Image
Create Snapshot
Download Document
Check-In Document
Delete Document
Create New Markup
Open Existing Markup
Delete Markup
Create Note Thread
Delete Note Thread
Create New Note
Delete Note
Enter Note Thread
Enter Project
Exit Project
Print (At Server)
Delete Folder
Create Revision
Merge Revision
Notifications
The ImageSite event subsystem allows users to "subscribe" to documents so that they are notified by email when activities of interest occur such as when the document is revised, viewed or even printed.
Email notifications are also sent to users when workflows require user actions and when document lifecycle changes trigger user notification.
Long Term Archival
An engineering data archive solution.
Documentation of previous projects represents a tremendous investment in your business and provides a huge advantage in efficiently completing new projects.
However if users can't find relevant prior work they are forced to re-design projects from scratch.
Store previous designs, calculations, contract documents, drawings, and other corporate records with search criteria that allow it to be easily found and reused years later.
Establish a long term document retention management strategy.
Meet industry and compliance requirements.
Content Reuse
Are you making the best use of your intellectual property?
Use ImageSite to store your existing intellectual property so it can be found and reused again.
Store previous designs, calculations, contract documents, drawings, and other corporate records with search criteria that allow it to be easily found and reused years later.
Audit History
ImageSite not only stores documents securely, but it tracks access to those documents by authorized users. See exactly who has "touched" your documents and what they did with them.
Add Folder
Update Folder
Add Document
View Document
Update Document
Rotate Image
Create Snapshot
Download Document
Check-In Document
Delete Document
Create New Markup
Open Existing Markup
Delete Markup
Create Note Thread
Delete Note Thread
Create New Note
Delete Note
Enter Note Thread
Enter Project
Exit Project
Print (At Server)
Delete Folder
Create Revision
Merge Revision
Reporting
Generate the document management statistics you need with standard ImageSite reports or with custom reports you develop directly from ImageSite's extensive database.
ImageSite is based upon an industry standard SQL Database (Oracle or Microsoft SQL Server) so your options to generate new custom reports are unlimited.
Compliance
Sarbanes-Oxley, HIPPA, CFR-21Part11; the list goes on and on.
Maintaining legal compliance with industry regulations is a critical aspect of any business whether you are a large publicly traded corporation, a small privately held business, or something in between.
Use ImageSite Lifecycle to manage your document retention policy; keeping documents required for industry compliance and discarding irrelevant documents over time.
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