Electronic Document Management 

The Electronic Document Management (EDMS) component in the QUEST Records Management System enables you to manage your electronic documents the same way you would manage your physical documents.

Whenever you create records, you must “Categorize” them under a predefined set of Subjects. These predefined Subjects or “Classifications” are the cornerstone of an effective records management system. They ensure that all your staff consistently code information according to their subject matter and they provide you with accurate storage and disposal instructions according to your legal and business requirements.

All electronic documents (as well as physical documents) should also be associated with a “File” which is a logical entity that is used to group and organize information within your Classification hierarchy.

The QUEST EDMS component enables your staff to classify electronic documents by invoking a QUEST Classify option. They can then enter in keywords or phrases to describe the type of electronic document they’ve created and all Classifications and/or Files in the QUEST system that meet that criteria will be displayed. Users can scroll through the information and choose the Classification/File that applies to their electronic document.

Users can then search and retrieve these documents quickly and easily by invoking the QUEST Search Function. They can then enter in search criteria such as; author of document, date of document creation, the Classification/File assigned to document or individual words or phrases that might appear in the body of the document. All documents that meet that criteria will be displayed and the user can double click on a document to open the application it was created in and view the document (and modify it if they have the correct permissions). Also, when you view a file in QUEST, you can see all components of that file whether they be physical, in file folders or boxes or multiple media types or electronic.

AND the same retention and disposition is automatically applied to the information whether it be physical or electronic.

The QUEST EDMS Component was also designed to facilitate consistent application of security whether it be security on electronic documents or security on physical documents.

By utilizing tools already available on most servers, and by adding simple functions to your existing desktop applications, you get your staff to classify and retrieve their documents without having to learn a brand new product!

The QUEST EDMS component is a cost effective and easy to use system that you can use to meet most of your electronic document management requirements.

Contact us now for more information on the QUEST EDMS Component!
 

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