WORKFLOW SOFTWARE

WORKFLOW SOFTWARE

ImageSite's engineering workflow module automates the engineering change process, including requests and authorizations. Route work packages for review and approval and then forward the change request to users who need to make modifications, including CAD users and drafters.

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Automatic version control of updated drawings

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Different schedules for workflows can be used for expediting
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Complete tracking of all actions and associated comments
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Templates for easy implementation
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Delegate assignment of responsibility or request input from other users

Issue Management

Establish structured response strategies, through resolution, for all types of business and engineering issues. Tailored uniquely to your business, issue management can range from simple routing slips, to complex, multi-step processes with critical schedule deadlines. Create queues for document processing and approval, rejection, or dispute resolution.

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Files move automatically to applicable folders for queue management
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Send emails to third parties as each step is initiated
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Automatic application of approval or rejection watermarks for printing
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Specific workflows for dispute resolution

New Document Indexing and Review

ImageSite Workflow module provides structured review and approval processes for new documents going into ImageSite. Documents can be automatically routed to designated users for quality control review, indexing and release approval. In combination with SimpleIndex, scanned files can be automatically indexed and routed for review.

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Propagation rules can automatically assign metadata values
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Use Simple Index to rotate, deskew, and clean up scanned documents
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Set up acquisition queues for uploading of scanned and electronic files
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Notifications for uploaded documents and drawings

Company to Company Collaboration

ImageSite can be configured to send and receive files to/from vendors, contractors, customers and employees automatically. Route information for review and approval with applicable email notifications. External contacts set up as users can be given a Dashboard showing outstanding items and files recently downloaded or uploaded.

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Full audit tracking of all file movements, including downloads and markups

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Real-time collaboration using mobile devices and markup
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Set up notifications when files are received
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With eSync=Site files can be provided to third parties without emailing as attachments

Interested in seeing more of ImageSite? Schedule a demo today!

IMAGESITE

eQuorum’s comprehensive, yet easy-to-use Workflow and Document Management Software provides the solution to manage data - from design through manufacturing and production, to sales, support and administration.