InteliDoc Elite - overview
InteliDoc Elite is a powerful tool that enable you to move to a digital way of working. Your business will become more organized, faster and flexible and at the same time it will respect the way you did the business before.
InteliDoc Elite is an integration of several applications that are tightly binded together in a simple and powerful tool. Our clients says that they are amazed by the functionality and ease InteliDoc brought them.
Document Management
keywords: documents, templates, central storage, secure access, full-text search
InteliDoc brings you central document storage. Beside standard storage it will enable you to classify documents, search them, edit them in place without detaching to local storage in then uploading it again. Everything is done automatically without user intervention. InteliDoc embeds a powerful security model that enable users to administer access restrictions to documents, projects and other entities. You will not need an administrator to manage your security policy.
If you have repetitive operations like creation of documents or data entry from contact information, you can automatize this with document templates. InteliDoc will gather all important data that you need to fill the document and prepare it for you. You will edit only the custom parts of the documents. This is extremely useful for contracts, financial forms, legal documents and alike, where you simply can't do errors in documents.
Classification of documents can be customized and documents can be grouped by projects, cases, folders and other type of binding operations.
InteliDoc has an embedded full-text engine that enable you to search for documents by keywords, logical operations and all texts that are in documents like MS Word, OpenOffice, and others.
Image - Editing a MS Office document
Project Management
keywords: tasks, services, invoicing
Document and track your projects in a simple way. Create project teams and schedule tasks to be completed. You can monitor the progress in calendar type views or tabular lists. You can bind any type of documents in your project like technical documentation, quotes, invoices, images or other type of documents that you use in your business.
InteliDoc includes Service tracking module, that enables you to track all your spent resources, like working hours, assets used, materials sold. You can even create Invoices and track your project efficency. With InteliDoc project management you will gain a powerful overview of your business status. Like many of InteliDoc customers said: “We don't loose opportunities like before InteliDoc was introduced any more!”.
image / project, technical documents, tasks, services, invoices
Case Management
keywords: events, email, tasks, documents, participants, relationship
Case management module enables you to bind all related information in one case. You can bind emails, documents, events, tasks, participants, mails, invoices, services and other kind of information in an easy to understand overview. Access to all information is fast, easy and reliable. You will stop spending your time on searching for information. Everything will be just there, one click away.
Business events recording will enable you to store all important business information in one place. You will practically store your business know-how in a reusable centralized store. This will enable you to better cooperate within your organization and assure that no important data will be lost cause of human resources fluctuation. Business and case related emails can also be stored in InteliDoc, so you will not have to check personal email databases when you will be searching for business agreements, obligations and other important emails.
You can even record relations to external contacts, like participants in certain case. Everything will be properly linked to Contacts database, so you will enter contact information just once. Of course you can store all kinds of documents, track your work with Tasks and even create Invoices based on your work.
Image - Case details
Imaging
keywords: scanning, PDF conversion, OCR
Even now, many of business documents arrive by classical postal mail in real paper. You can store this documents in classical binders and lose your precious time every-time you search for some important information. Or you can image these documents and store them in InteliDoc.
Access to imaged documents is fast, reliable and easy. You can access a required documents in seconds, not minutes. In InteliDoc all imaged documents are converted to PDF document so you can read them on every system available. This way you will get a secure archival system that will serve you for years to come.
If you need an editable document you can use OCR function that will convert PDF document in editable text that you can reuse.
Image / scanning window / pdf documents
Mail Processing
keywords: capture, delegation, classification, binding to case or project
Beside imaging of classical postal mail with belonging attributes, InteliDoc has also functionality to process received and sent documents. Documents can be delegated for further processing trough the organization, different workflows can be applied on them and every step will be tracked and notified. This way you will decrease a need for constant coordination activities that burdens your concentration like constant phone calls and meetings. This module will be a real time saver in your company.
Image / mail captured with some details
Email Archiving
keywords: central email archive, email classification
Email is defacto become a standard way to conduct business. Agreements, invoices, technical documents, all these business documents pass trough email and you probably consider them crucial for your business. InteliDoc enables you to securely archive in and centralize all business email documents. And not only archive, you can even send and receive emails directly from InteliDoc, so you don't have store them in InteliDoc, they will be there from the start.
Emails will be archived with all attributes and content like they were received. You can classify emails to projects or cases or by user defined tags specific to your business. All conversation that matters certain project or case will be transparently accessible to all project members. You will not have to search each persons email box to find an important email. All important email will be easily accessible in matter of seconds.
Image / email in elite copied from personal mailbox
CRM
keywords: contact management, mailing, grouping, analysis
InteliDoc system has an embedded contact management module. InteliDoc Contacts let you store all kind of information about your clients, from contact info like phones, emails, addresses, to detailed financial data or those that are important to you. Contacts database will help you develop a targeted and effective sales strategy, customer service or marketing campaign. You will get a complete overview of your customers or potential new clients.
Image / contact manager, detail from organization form
Company Calendar
keywords: scheduling, group calendars
Coordination and time scheduling is an important part of project and case management. InteliDoc Elite includes project calendars, tasks and event notification based on teams, users, or different kind of organization. There are also many different types of notification based on due dates, contracts definitions and other types of rules. With InteliDoc Elite you will never miss a scheduled obligation or commitment again.
Image / calendar screenshot
Automations
keywords: workflow, document processing, notification, batch processing
Workflows are predefined procedures that have to be followed to accomplish certain task. These procedures can be tracked with workflows. Workflows can be based on cases, documents, or other types of forms. Participants in the workflow will be notified about the progress, changes and due dates. Using workflow functionality is very simple in InteliDoc.
InteliDoc has also an extensive functionality of Batch processing that can be used for automated data processing.
Image / workflow detail
Integrations
keywords: MS Office, SQL Server, finance applications, data integration
InteliDoc Elite integrates with Outlook, Lotus Notes, MS Office, OpenOffice, SQL Servers (MSSQL, DB2, MySQL, ...), finance applications (Navision, Scala, …).
Data in InteliDoc Elite can be replicated to external systems for usage in other systems. Data can be also integrated with scheduled import and pair functionality. You can easily integrate InteliDoc with your inhouse financial system.
Image / SQL integrator
Email Server
keywords: solid email server, secure central storage, remote working
With purchase of InteliDoc elite you get also a license for a rock solid email server with all standard functionality like web access, out of office notification, server based email storage and other functions. You do not need to purchase other email systems.
Image / mail box