Exchange

Over the Realify PaperOffice™ DMS Exchange documents of any kind can be saved, which should be stored in Realify PaperOffice™ DMS, and extensively edited before saving.

After processing and determination of required information the document can be passed by a simple mouse click to Realify PaperOffice™ DMS.

Principally it is responsible for a quick indexing and is the interface between the import module of Realify PaperOffice™ DMS and the storage in Realify PaperOffice™ DMS.



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Integration in importing modules (Subfunction 1 from 10)

Realify PaperOffice™ DMS Exchange interacts with other import modules barrier-free .

available in all editions

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Flexible saving locations (Subfunction 2 from 10)

You can specify if the new object has to be stored in a new virtual document folder, in an existing virtual document folder or should it be added to Realify PaperOffice™ DMS storage tray.

available in all editions


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Automatic object designation (Subfunction 3 from 10)

The file name of the saved document is extracted automatically and will be used as the object name for the storage. This file name is proposed as the document folder name.

available in all editions


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Categorization (Subfunction 4 from 10)

It can be determined, which categories you want to associate with the new virtual document folder. You can edit the category structure within Realify PaperOffice™ DMS and then re-read the Exchange dialog even during the dialogue Exchange.

available in all editions


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Live Update (Subfunction 5 from 10)

You want to add the new object into a new document folder and provide with a category, which does not exist? Just leave the Exchange dialog open, switch to Realify PaperOffice™ DMS, make necessary changes in the category management and click in the Exchange dialog on the reload button in the category selection: The new created category is available. The same also works with document folder.

available in all editions


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Document folder type (Subfunction 6 from 10)

Even the document folder type you can specify in the Exchange dialog and set, if you are creating a new document folder.

Starter-Editionavailable from Basic edition


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Document folder date (Subfunction 7 from 10)

Even the document date you can specify in the Exchange dialog and set, if you are creating a new document folder.

available in all editions


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Reference number (Subfunction 8 from 10)

Even the document number you can specify in the Exchange dialog and set, if you are creating a new document folder.

available in all editions


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Assign with contacts (Subfunction 9 from 10)

You can assign new document folder with one or more contacts. Exchange can also access your Outlook contacts and use them.

Starter-EditionBasic-Editionavailable from Business Edition


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Integrated Exchange actions (Subfunction 10 from 10)

Once you have provided your object in Exchange with categories, named it and specified document folder types, you can decide what is to be done with the object further.

Starter-Editionavailable from Basic edition

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This module includes a total of 10 subfeatures
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