Enhanced document and records management solution for SharePoint online and Teams
Take charge of your organisations documents and records by automating document filing, adding rich document metadata through no-code integration, implementing complex retention schedules and providing users with a simple to use interface to explore documents in context (Patient records, legal matters, account management, etc.).
Configurable Case View
Present documents in a configurable and structured context, allowing a user to seamlessly and explore records relating to the context. Covering any context; HR Files, Patient Records, Finance, Legal, Projects, Accounts, etc.
HTML5 Document Viewer
Our HTML document viewer allows users to select and view 70+ different types of files without needing to open within the client application. This provides rapid access to select and explore documents within the case view.
Search & Refinement
Enable users to quickly find the relevant documents in large cases, through 'Free Text' search and configurable search refiners. For example; a user could very quickly locate all 'Approved' 'Contracts' 'Created' in the last 90 days.
Annotation & Redaction
Users are able to create personal and shared document annotations and even apply redactions through selection or search. Neither annotations or redactions change the underlying record assuring regulatory compliance.
Complex Retention Schedules
Building upon Microsoft SharePoint standard records management capabilities, Encodian EDRM adds support for complex retention schedule rules which cannot be served by the standard Microsoft offerings.#
Automatic Document Filing
Assure that documents are consistently filed in the correct location using the configurable metadata document routing engine. This assures that documents can be easily found and the correct retention schedules are always applied.
Automatic Document Conversion
Enable automatic document format conversion (PDF/A) for automatically filed documents to comply with common records management, archive and regulatory compliance practices
Automatically attach business data to document metadata through no-code integration. For example; Automatically add patient demographic data to filed documents, enabling automatic filing and complex retention schedule assignment
Audit and Reporting
Our advanced audit engine captures all user and administrative actions enabling advanced reporting. Records managers are also provided with common regulatory reports above SharePoint's standard capabilities.
Allow users to add emails and attachments directly from Outlook, enabling automatic document routing through no-code integration where users can classify emails and attachments from within Outlook.
Our EDRM solution can be delivered on-premise, in a dedicated Azure subscription or as a 'SAAS' service. We also provide bespoke solutions, tailoring to meet your businesses specific requirements.