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Virtual document folders (Basic features)

Virtual document folders are the central storage element in Realify PaperOffice™ DMS and are best compared with a transparent envelope or hanging folder and act as information collection container.

You can save in a virtual document folder everything what belongs together (Binder) and then categorize, link to contacts, put keywords, put for resubmission, provide with user rights.

Virtual document folders are st...
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This module contains total 11 subfeatures, availability may depend on the used edition
  • 8 from 11 thereof in Starter
  • 11 from 11 thereof in Basic
  • 11 from 11 thereof in Business
  • 11 from 11 thereof in Corporate

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Virtual document folders (Advanced features)

Advanced features add to the virtual document folder additional features and expand by this way the application possibilities.

Thus, for example, helps to create own customized fields, deposit keywords and visual markings.

This module contains total 3 subfeatures, availability may depend on the used edition
  • 0 from 3 thereof in Starter
  • 2 from 3 thereof in Basic
  • 3 from 3 thereof in Business
  • 3 from 3 thereof in Corporate

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Virtual document folders (Completion option)

You can provide document folders with a completion option to indicate by this way, that in this document folder something should be completed. Completion options can be provided to one or several users.

It can even be set individually for each user a completion date and comprehensive work instructions or comments.

The user must confirm the completion with its digital user certificate. Completion options are network-wide and ca...
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This module contains total 8 subfeatures, availability may depend on the used edition
  • 0 from 8 thereof in Starter
  • 0 from 8 thereof in Basic
  • 8 from 8 thereof in Business
  • 8 from 8 thereof in Corporate

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Virtual document folders (Contacts | Addresses)

Virtual document folders can be linked with contacts or addresses in order to filter them later directly.

To which customer exist which document folders?

Just call the contact in the contact and address management to get to see all existing document folders.

Or, choose View Manager to select "Display for contacts".

Furthermore, individual comments can be deposited to each linked contact. In conjunction with...
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This module contains total 4 subfeatures, availability may depend on the used edition
  • 0 from 4 thereof in Starter
  • 0 from 4 thereof in Basic
  • 4 from 4 thereof in Business
  • 4 from 4 thereof in Corporate

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Virtual document folders (Events | Resubmission)

This allows you to set document folders on events and resubmissions to not miss important deadlines or events.

All items are clearly automatically entered in the scheduling and resubmission management.

All automatic entries are linked to this document folder.

With multiple appointments or more events, these are clearly summarized to see at a glance what dates are available in total.

This module contains total 3 subfeatures, availability may depend on the used edition
  • 0 from 3 thereof in Starter
  • 0 from 3 thereof in Basic
  • 3 from 3 thereof in Business
  • 3 from 3 thereof in Corporate

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Virtual document folders (Object management)

The object management is the central control element, to store files and documents in any format and from almost any source object virtually comfortably in the document folder.

Each added item is displayed and listed directly as a preview.

New objects can be added, for example, fast by the scanner, hard drive or network and new Office files can be created and inserted directly.

Also, logical links between multiple documen...
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This module contains total 11 subfeatures, availability may depend on the used edition
  • 8 from 11 thereof in Starter
  • 10 from 11 thereof in Basic
  • 10 from 11 thereof in Business
  • 10 from 11 thereof in Corporate

Detailed view

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Virtual document folders (Safety | History)

Here can be accurately set in addition to the established settings for security, access, and user settings, which users have what kind of access to the document folder.

Furthermore, the document folder can be provided with an additional password protection.

The list of the entire document folder history saves the information about who, where, what has changed.

This module contains total 3 subfeatures, availability may depend on the used edition
  • 0 from 3 thereof in Starter
  • 0 from 3 thereof in Basic
  • 3 from 3 thereof in Business
  • 3 from 3 thereof in Corporate

Detailed view

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Virtual document folders (Custom forms)

The custom forms open maximum customization of the virtual document folder. So not only custom fields can be added, but it can be added to individually created forms whole new tabs.

You need for quality management or contract administration an individual surface?

With the FormDesigner, new forms are quickly rebuilt and are directly involved in the document folder on request. Even templates with different tabs can be realized....
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This module contains total 5 subfeatures, availability may depend on the used edition
  • 0 from 5 thereof in Starter
  • 0 from 5 thereof in Basic
  • 0 from 5 thereof in Business
  • 5 from 5 thereof in Corporate
This module includes a total of 8 subfeatures
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