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| Document Manager | Explanation | Xpress | Full |
| | | | |
| Document Storage | Secure document sharing and repository | yes | yes |
| Version Control | Automatic version control and roll-back | yes | yes |
| Bulk Upload | Upload multiple files as a single archive | yes | yes |
| Download cart | Download multiple files as a single archive | yes | yes |
| Bookmarks | Bookmarking | yes | yes |
| Image Gallery | Store images with automatic resizing | yes | yes |
| Backup | Document backup | Standard Daily | Customisable |
| Reporting | Document reporting | no | yes |
| File system import | Server import document utility | no | yes |
| Scanning and Routing | Capture scanned documents | no | yes |
| Optical Character Recognition | Translate images of handwritten or typewritten text into machine readable text which is then searchable | no | Run time license apply |
| Folder Templates | Ability to create a pre-made folder structure | no | yes |
| Workflow | Ability to move documents from one location to another based on approvals or time-based triggers | no | yes |
| Workflow reporting | Generate reports based on workflow | no | yes |
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| Records Manager | Explanation | | |
| | | | |
| Use of Classes | Special types of folders that can only be managed by admin. | no | yes |
| | Imposes some rules and structure on storage areas. | | |
| Records | Special types of documents which can't be edited in any way | no | yes |
| Markers | Special files that ae only metadata - such as references to physical assetts | no | yes |
| Record Types | Named sets of metadata that can be applied to documents | no | yes |
| Multicomponent documents | Documents that have more than one component bound together | no | yes |
| Security level | Additional security is provided through an extra perms layer | no | yes |
| | Can include timed security level changes | | |
| Hashing | MD5 hashing to verufy document has not been altered outside the system | no | yes |
| Schedules | Document retention by timed or manual schedule | no | yes |
| Refcodes and Name Patterns | Special numeric identifiers that must be unique within a folder. | no | yes |
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| Content Manager | Explanation | | |
| | | | |
| Intranet Pages | Build intranet pages | yes | yes |
| Templates | Ready made templates | standard templates provided | Customisable |
| Page Editor | WYSIWYG editor | yes | yes |
| Version Control | Control version history and roll back features | yes | yes |
| Approval | Bookmarking | yes | yes |
| Scheduling | Schedule publishing | yes | yes |
| Reporting | Automatic report generation | yes | yes |
| Scripting | Ability to insert custom code | yes | yes |
| External Website | License to content manage external site | maximum 5 | Unlimited |
| Menu Builder | Creates and maintain menu | maximum 5 | Unlimited |
| | | | |
| Sales Manager | | | |
| | | | |
| Projects and territories | Complete definition or territories and projects allowing scaleable systems | yes | yes |
| Opportunity metadata forms | Custom metadata about each opportunity | One form up to 3 standard tabs created for you | customisable |
| Stages | Opportunity stages match your bsuiness process | Set up once | Customisable |
| Multi Currency | Opoprtunities can be in any currency | yes | yes |
| Stage transitions | The way oportunities can move between stages is controlled appropriately | Linear | Customisable |
| Strong stages and approval | Some stages need notification and approval from particular users | yes | yes |
| Company metadata | Data about companies should be set up to meet your needs | standardand set up once to meet your needs | customisable |
| Contacts Metadata | Data about contacts should be set up to meet your needs | standardand set up once to meet your needs | customisable |
| Embedded InfoCapture | E-forms can be embedded in crm and so directly accessed from the opportunity to raise any issue or make any request | no | yes |
| Automated integration with the document store | At any stage the opportunity can create documents into the opportunity toolkit from the version controlled document store | yes | yes |
| Win Loss | Options on closing an oportunity, each possibel outcome has reasons | standardand set up once to meet your needs | Customisable |
| Collaboration Tools | Explanation | | |
| | | | |
| Messaging & Notification | Build intranet pages | email | IM, email, sms (Customisable) |
| Forum | Forum | yes | yes |
| Special Forum | Tailored Forum to use with other purposes | no | yes |
| User Database | Staff database | yes | yes |
| User Metadata | | standardand set up once to meet your needs | Customisable |
| RSS News reader | RSS reader | standardand set up once to meet your needs | Customisable |
| Extranet access | Secure access to partners or client | yes | yes |
| Company Infobar | Creates company shortcuts to frequently used links | yes | yes |
| Calendar & Task | Share Calendar with team and partners | yes | yes |
| Personalised Infobar | Personalised shortcuts to frequently used links | yes | yes |
| News | Creates news | yes | yes |
| Announcement | Create quick announcements | yes | yes |
| Webmail | POP3 or IMAP based webmail | yes | yes |
| Survey | Launch survey or questionaire | no | yes |
| WIKI | Media wiki | no | yes |
| Holiday | Holiday booking application | no | yes |
| Room booking | Room booking application | no | yes |
| | | | |
| | | | |
| InfoCapture | | no | yes |
| Process Manager | | no | yes |
| Project Manager | | no | Customisable |
| | | | |
| Design & Branding | | | |
| Colour and Logo | Changing colour and logo to match corporate branding | yes | yes |
| Interface Customisation and design | Tailore all elements of visual interface to match business need | no | yes |
| Visual Interface | User Interface set | 1 | multiple |
| Services | | | |
| Administration | Administration panel | basic | advanced |
| Help and Web resources | Online help and web resources | yes | yes |
| Discover access | Claromentis support portal | limited | yes |
| Help and Support | Help to get you going | telephone support for 10 working days then email support afterwards | Claromentis Support Package |
| | | | |
| Hardware | | | |
| Server | | Shared | Dedicated Server |
| Location | | Datacentre | Customisable |
| Storage Space | | 50Gb including backup | Customisable |
| Database | | Mysql | Mysql, oracle, MS Sql |