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Globodox document management solution
1.
2. WHAT IS GLOBODOX?
GLOBODOX is a document management software suite designed for the Medium to
Large business.
Is the result of feedback received from our customers around the world.
It features an integrated set of tools for scanning, indexing, searching, securing,
sharing, auditing and workflow.
Is one of the simplest and fastest document management solutions in the
market today!
GLOBODOX lets you manage your documents exactly how you want to...!
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
3. ADDING DOCUMENTS
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Drag & Drop File and
Folders directly from
Windows Explorer
Search and Add Files
Monitor Multiple
Folders to add files
Scan & Batch Scan
4. ORGANIZING DOCUMENTS
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Attaching simple text Tags to each
document
Attaching structured
indexing information
to each document
DocumentTypes
Group multiple documents under
common indexing information as
Stacks
Storing them in a simple
Folder hierarchy
5. HOW SIMPLE CAN IT POSSIBLY GET?
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Create a Folder hierarchy just like in Windows Explorer.
Folder hierarchy can be multi level and individual folder/sub-folders can be shared or
hidden. High performance because folder hierarchy is backed by a powerful database
Add simple text tags to each document (just like you do on web sites like Flickr,
Facebook etc..). Quickly find documents which contain the tags you are searching for.
Helps you get started with minimal effort. The combination of folders and tags is an
extremely powerful document management solution by itself.
6. ATTACH STRUCTURED INFORMATION TO EACH
DOCUMENT
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
For a more structured approach you can define Document Types.
Choose the pieces of information you want to store for each document type.
For e.g. store Invoice No., Invoice Amount with Invoices, store Agreement Date,
Agreement Party with Agreements.
Helps you quickly create a highly structured repository of your documents.
e.g. Quickly find all agreements with Company A which need to be renewed in
December 2008.
7. GROUP MULTIPLE DOCUMENTS UNDER COMMON
INDEXING INFORMATION
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Documents can be arranged in a Stack. Stacks can have their own indexing
information. So, you can search for documents by searching for stack's indexing info.
Stack of multiple documents share the same indexing information.
For e.g. all documents for a particular client.
A CLICK IS ALL IT TAKES
Link related documents to each other.
For e.g. You are looking at a check and want to take a look at the invoices paid via
that check? Similarly you are looking at an invoice and want to look at all the
cheques issued against that invoice... again the information is just a click away…
8. POWERFUL SEARCH
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Quick Search
Get results on the fly as you
type
Document Full Text Search
Look for words within the document text
Advanced Search
Combine multiple conditions and create a single
advanced search
Save Advanced Searches for regular use
You can even search for saved searches!
Search Folders
Easily search for a particular folder
9. DRAFT DOCUMENTS
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Save documents under review as Drafts before you publish them
Do documents in your organization or department go through multiple revisions and reviews? Then you
can make the edits and save the document in the Draft Mode as a minor version, until it is ready to
be published in its next version.
E.g. save the document as versions 1.1, 1.2, 1.3 etc. until ready to be published as version 2.0.
10. AUTOMATE BUSINESS PROCESS
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Easily automate business processes and create rule based procedures
Create procedures similar to Similar to those used by your organization to do the same task in real life
scenarios. Documents can never be lost or misplaced. Documents are always passed on to the right
person. Thus, eliminating the chances of sensitive/ confidential data being leaked.
11. ACCESS DOCUMENTS FROM ANYWHERE
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Use the web browser to access documents from anywhere
With Globodox Web Client you can use a web browser to access your documents and data over your
corporate Intranet or even over the Internet.
12. SECURITY
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Roles and Privileges
Define Roles for users and set
privileges at the top level.
Hierarchical Security Groups
This security feature ensures that users in
a group can only access documents
owned by their group and documents of
their sub groups.
Share, Assign or Restrict
Users can control by simply sharing
and restricting.
Security Labels
Create Security Labels to assign
custom security to objects.
Control Printing and Saving
Disallow printing, saving to local
machine, emailing by simply denying
the Distribute permission for a
document.
Event Logging / Auditing
Log details about user actions like
addition and modification with the
Event Logging feature.
13. SALIENT FEATURES
Simple... Very Simple...
Globodox offers the familiar “MS Outlook style” user interface. So your users already know how to use it.
Globodox offers a Windows based Desktop Client and a browser based Web Client and both clients offer an absolutely identical
user interface! So users do not need to learn anything twice...
Search Focused
We recognize the power of a good search tool in quickly locating your documents. Globodox is built around its powerful search
feature. Perform simple or complex searches in seconds.
Document Annotation
Annotations such as highlight, line, rectangle, ellipse can be added to each document. Notes and bookmarks can be added
anywhere in the document and users can directly jump to a bookmark. Redaction helps you hide portions of a document from
certain users.
Auto Stamp, Auto Publish and Signature
You can add a stamp, a signature and even publish a document automatically in Globodox, as part of the workflow designed. This
set of activities is particularly helpful for organizations where large teams are split into multiple workgroups.
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
14. SALIENT FEATURES
Check-in / Checkout
When you edit a document, you can checkout that document so that other users are prevented from modifying the same
document, till the time you check-in the document. When a document is checked out, other users will still be able to view the
document but they will not be able to modify the document.
Versions
Create and retain multiple versions of the same document. You can easily access the older version of a document at any time. You
can add Version Notes to remember the changes made for the version.
Encryption
Encrypt your documents using industry standard strong encryption algorithms such AES, Blowfish and Triple-DES.
Review Activity in Workflow
Globodox gives you the ability to route to your team members, documents you have revised. This means your team members can
review the changes made by you and add their comments, if any. It even saves details of who reviewed the document, when and
what comments they left.
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
15. SALIENT FEATURES
Bar Code Recognition
Powerful bar code recognition features to help in document separation and automatic document indexing.
OCR
Optional OCR module to recognize and index text from scanned documents.
Active Directory Integration
Globodox allows the network administrator to import the entire Windows user database into the Globodox so that users do not
require separate login information to access Globodox, thereby saving their time daily.
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
16. ADDITIONAL FEATURES
Globodox is compatible with Windows 8 and Windows Server 2012
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Simply drag and drop emails from Outlook and Thunderbird. Gobodox can download emails from
Gmail, Yahoo mail and any POP3 mail server. So all your important emails are archived in one
location.
Preview of Word, Excel and Outlook files supported
Globodox can be accessed from an android, iphone, ipad and Windows mobile device.
So now you can have to access to documents when you are travelling or when you
meet your clients.
Want to mark the document as Confidential before printing now this is possible in Globodox with
the use of the Watermark annotation.
Ever wanted to enter the same data for hundreds of documents in one go. This is possible in Globodox
with the Batch update of metadata for a multiple documents. Now utilize this saved timed for other
productive jobs.
No need to click the save button after adding indexing information, Globodox will auto-save the
information for you.
17. A QUICK GUIDED TOUR
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
18. Modes of Adding Documents to
Globodox – Either Create once,
Scan one or else add from Disk
Modes of Adding Documents to
Globodox – Either Create once,
Scan one or else add from Disk Check-out a document to edit. Document
is locked while you edit. Check in and
Globodox manages versions
Check-out a document to edit. Document
is locked while you edit. Check in and
Globodox manages versions
Route Documents by Email, Fax or else
by Workflow that you create
Route Documents by Email, Fax or else
by Workflow that you create
In the default view, you
can see the document
in it’s original format
In the default view, you
can see the document
in it’s original format
This is the annotation bar that
lets you manipulate the
documents by adding a
signature, stamp or highlight,
comment to the same.
This is the annotation bar that
lets you manipulate the
documents by adding a
signature, stamp or highlight,
comment to the same.
This is the tab pane that
lets you view and add
additional information
related to the document
This is the tab pane that
lets you view and add
additional information
related to the document
This is the list of documents that
match the nodes selected on
the workspace
This is the list of documents that
match the nodes selected on
the workspace
This is the workspace which
lets you browse and select
documents based on folders,
rules or else tags
This is the workspace which
lets you browse and select
documents based on folders,
rules or else tags
19. This is the thumbnail view
which you can use to navigate
through a longer document
This is the thumbnail view
which you can use to navigate
through a longer document
20. Globodox supports you adding
sub folders to existing folders.
You can also set security labels,
export or clone folders
Globodox supports you adding
sub folders to existing folders.
You can also set security labels,
export or clone folders
21. This pane lets you modify information
about the document, its author, folders
and organizations it is related to. Now lets
see what the other tabs lead us to
This pane lets you modify information
about the document, its author, folders
and organizations it is related to. Now lets
see what the other tabs lead us to
Add tags to make your document
searchable using them
Add tags to make your document
searchable using them
22. The pages tab lets you navigate through the
document. You can also add a bookmark to any
page in a multi-page document and then
navigate directly to the same
The pages tab lets you navigate through the
document. You can also add a bookmark to any
page in a multi-page document and then
navigate directly to the same
23. The notes tab lets you add
notes to a document
The notes tab lets you add
notes to a document
24. Globodox automatically tracks
and manages all versions of the
same document
Globodox automatically tracks
and manages all versions of the
same document
25. Using the Event Log tab you
can see how changes were
made to each document and
by whom.
Using the Event Log tab you
can see how changes were
made to each document and
by whom.
26. The links tab lets you create and
view links between this document
and other documents or else stacks
of documents.
The links tab lets you create and
view links between this document
and other documents or else stacks
of documents.
27. Stacks let you group multiple
documents under common
indexing information. For e.g.
all documents for a particular
client.
Stacks let you group multiple
documents under common
indexing information. For e.g.
all documents for a particular
client.
28. Globodox has basic as well as
advanced search functionality letting
you create a custom rule and get
results based on the same.
Globodox has basic as well as
advanced search functionality letting
you create a custom rule and get
results based on the same.
29. This is the scan window which
lets you decide which scanner
and scanning profile to use and
also document specific settings
This is the scan window which
lets you decide which scanner
and scanning profile to use and
also document specific settings
30. Among other things, scan
settings let you specify use of
bar coded separator pages
when batch scanning a stack of
several multi-page documents.
Among other things, scan
settings let you specify use of
bar coded separator pages
when batch scanning a stack of
several multi-page documents.
31. A view of the settings tab. You
can see different types of
users, set up groups, roles,
connected users and security
labels.
A view of the settings tab. You
can see different types of
users, set up groups, roles,
connected users and security
labels.
32. An example of how you can setup a document
type – Invoice containing the invoice number,
date, status (paid/ unpaid) etc.
An example of how you can setup a document
type – Invoice containing the invoice number,
date, status (paid/ unpaid) etc.
33. You can define different security
roles with different levels of access
to documents. Users can then be
assigned to one or more roles.
You can define different security
roles with different levels of access
to documents. Users can then be
assigned to one or more roles.
34. You can also simply share documents
with one or more users .
You can also simply share documents
with one or more users .
35. You can also restrict one or
more users from viewing a
document to which they
otherwise have access.
You can also restrict one or
more users from viewing a
document to which they
otherwise have access.
36. You can save documents under
review as Drafts before you
publish them
You can save documents under
review as Drafts before you
publish them
37. You can use a web browser to
access your documents and data
over your corporate Intranet or
even over the Internet.
You can use a web browser to
access your documents and data
over your corporate Intranet or
even over the Internet.
38. OUR CLIENTS
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
Thermo Shandon Ltd, United Kingdom
Translation Bureau, Canada
University of Philippines, Philippines
Osram, Malaysia
Tata Memorial Hospital, India
Hutchinson, Sri Lanka
Food and Drug
Administration, USA
Marshal Space Flight
Center -NASA, USA
Westpac Bank, New
Zealand
Department of
Justice, USA
Ministry of Health, Medina, Saudi Arabia
Lulu Hypermarket, Bahrain
ITP Publications, UAE
Department of Immigration, Rwanda
Toyota Nigeria Limited, Nigeria
39. ABOUT ITAZ TECHNOLOGIES
ITAZ was formed in 1999 to develop and market software solutions for information
management. Our document management product was launched in January 2001.
Over a period our product established itself with customers in over 50 countries
including customers such as the US Food & Drug Administration and NASA.
Our products are the result of our continuous R&D since 13 years and our desire to
build better software solutions for the global marketplace.
ENTERPRISE DOCUMENT MANAGEMENT SOFTWARE
40. THANK YOU!
To download 30 day trial version visit www.itaz.com
Telephone:
888-959-7249 (Toll Free - US & Canada)
+1 650-646-2251 (Outside US)
+44 (020) 8133 7349 (UK)
+91 22 6702 0098 (India)
Email: sales@itaz.com