{"id":29433,"date":"2023-11-17T11:15:59","date_gmt":"2023-11-17T10:15:59","guid":{"rendered":"https:\/\/www.dbi-services.com\/blog\/?p=29433"},"modified":"2023-12-18T11:26:18","modified_gmt":"2023-12-18T10:26:18","slug":"doc-series-the-user-friendly-ecm-solution","status":"publish","type":"post","link":"https:\/\/www.dbi-services.com\/blog\/doc-series-the-user-friendly-ecm-solution\/","title":{"rendered":"Doc.SERIES \u2013 The \u00ab\u00a0User Friendly\u00a0\u00bb ECM solution"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"673\" height=\"175\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-1-1.png\" alt=\"\" class=\"wp-image-29471\" style=\"aspect-ratio:3.8457142857142856;width:315px;height:auto\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-1-1.png 673w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-1-1-300x78.png 300w\" sizes=\"auto, (max-width: 673px) 100vw, 673px\" \/><\/figure>\n\n\n\n<p>There are several Electronic Content Management tools (ECM) on the market that are very powerful in their functionalities but are not always easy to configure or maintain, particularly if the size of your company does not allow for a large IT department.<\/p>\n\n\n\n<p>However, a good  document management in a company is a necessity to:<\/p>\n\n\n\n<p>&#8211; Avoid administrative pitfalls<\/p>\n\n\n\n<p>&#8211; Optimize the sales process, personnel management, purchasing management, etc.<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/www.doc-series.ch\">Doc.SERIES<\/a><\/strong> combines <strong>simplicity of use<\/strong> with the <strong>power of configuration<\/strong>. Without being as powerful and expensive as a solution like <a href=\"https:\/\/www.dbi-services.com\/technologies\/opentext-documentum\/\"><strong>Documentum<\/strong> <\/a>or <strong><a href=\"https:\/\/www.dbi-services.com\/testimonials\/precitrame\/#solution\">Alfresco<\/a><\/strong>, this <strong>ECM<\/strong> solution perfectly meets the needs of SME \u2013 SMI type companies for such kind of application.<\/p>\n\n\n\n<p>This is the first blog from a series that will describe the different functionalities and artefacts used in a Doc.SERIES application deployment.  <\/p>\n\n\n\n<p> <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"165\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-2-1024x165.png\" alt=\"\" class=\"wp-image-29473\" style=\"aspect-ratio:6.206060606060606;width:452px;height:auto\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-2-1024x165.png 1024w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-2-300x48.png 300w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-2-768x124.png 768w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-2.png 1088w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"262\" height=\"287\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture1.png\" alt=\"\" class=\"wp-image-29436\" \/><\/figure>\n\n\n\n<p>The <strong><a href=\"https:\/\/www.doc-series.ch\">Doc.SERIES<\/a><\/strong> solution uses a <strong>\u201cmodular\u201d architecture structure<\/strong>. It is structured around a main module, <strong>Doc.ECM<\/strong>, onto which various specialized modules are added. In other words, <strong>the user only uses and pays for the modules he needs<\/strong>.<\/p>\n\n\n\n<p>Let&#8217;s do a quick presentation of the solution and its modules.<\/p>\n\n\n\n<p> <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1017\" height=\"175\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-3.png\" alt=\"\" class=\"wp-image-29474\" style=\"aspect-ratio:5.811428571428571;width:481px;height:auto\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-3.png 1017w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-3-300x52.png 300w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-3-768x132.png 768w\" sizes=\"auto, (max-width: 1017px) 100vw, 1017px\" \/><\/figure>\n\n\n\n<p><strong> Doc.ECM<\/strong><\/p>\n\n\n\n<p><strong>Doc.ECM<\/strong> being the heart of the system, it is the only mandatory module to be able to use the tool. It will manage all your document management processes. It can work very well independently, without any other module being installed.<\/p>\n\n\n\n<p>I will come back to this module more in details.<\/p>\n\n\n\n<p><strong>Doc.Capture<\/strong><\/p>\n\n\n\n<p>The <strong>Doc.Capture<\/strong> module is used to automate the digitization of your documents via an OCR process (Optical Character Recognition).<\/p>\n\n\n\n<p><strong>Doc.Convert<\/strong><\/p>\n\n\n\n<p>The <strong>Doc.Convert<\/strong> module allows you to scan a large quantity of documents into PDF format, including image type documents (JPEG, TIFF, etc.)<\/p>\n\n\n\n<p><strong>Doc.Printer<\/strong><\/p>\n\n\n\n<p>The <strong>Doc.Printer<\/strong> module allows you to send all types of documents from your business applications to <strong>Doc.ECM<\/strong>.<\/p>\n\n\n\n<p><strong>Doc.Loader<\/strong><\/p>\n\n\n\n<p>The <strong>Doc.Loader<\/strong> module is a tool that allows you to quickly transfer, scan, and hierarchize documents saved in directories to <strong>Doc.ECM<\/strong>.<\/p>\n\n\n\n<p><strong>Doc.Mobility<\/strong><\/p>\n\n\n\n<p><strong>Doc.Mobility<\/strong> is the module of the <strong><a href=\"https:\/\/www.doc-series.ch\">Doc.SERIES<\/a><\/strong> solution that allow you to scan, validate or search documents from a tablet, smartphone or any other mobile device.<\/p>\n\n\n\n<p><strong>Doc.Import<\/strong><\/p>\n\n\n\n<p><strong>Doc.Import<\/strong> is the module that will allow you to automatically import documents saved in a specific folder into <strong>Doc.ECM.<\/strong><\/p>\n\n\n\n<p><strong>Doc.Office<\/strong><\/p>\n\n\n\n<p> This module will allow you to send your documents directly to <strong>Doc.ECM<\/strong> via your Office tools.       <\/p>\n\n\n\n<p><strong>Doc.Desktop<\/strong><\/p>\n\n\n\n<p>This last module allows you to directly export documents from Windows Explorer or your Windows Desktop to <strong><a href=\"https:\/\/www.doc-series.ch\">Doc.SERIES<\/a><\/strong> or other applications such as CRM, Accounting Solution, etc&#8230;<\/p>\n\n\n\n<p> <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"102\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-4-1024x102.png\" alt=\"\" class=\"wp-image-29475\" style=\"aspect-ratio:10.03921568627451;width:779px;height:auto\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-4-1024x102.png 1024w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-4-300x30.png 300w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-4-768x76.png 768w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-4-1536x153.png 1536w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-4.png 1762w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>As described above, the heart of the <a href=\"https:\/\/www.doc-series.ch\"><strong>Doc.S<\/strong>ERIES<\/a> solution is the <strong>Doc.ECM<\/strong> module. Ergonomic, intuitive and complete, it can operate independently, without the support of other modules.<\/p>\n\n\n\n<p><strong>The User Interface<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"412\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture11.png\" alt=\"\" class=\"wp-image-29452\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture11.png 752w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture11-300x164.png 300w\" sizes=\"auto, (max-width: 752px) 100vw, 752px\" \/><\/figure>\n\n\n\n<p>As you can see, the main interface of the application consists of 3 main parts:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"172\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-6-1024x172.png\" alt=\"\" class=\"wp-image-29477\" style=\"aspect-ratio:5.953488372093023;width:554px;height:auto\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-6-1024x172.png 1024w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-6-300x50.png 300w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-6-768x129.png 768w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-6-1536x258.png 1536w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-6-2048x343.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Applications Menus<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"63\" height=\"225\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture12.png\" alt=\"\" class=\"wp-image-29453\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Each user may or may not have access to the different menus of the application.<\/li>\n\n\n\n<li>The rights on the menus are completely and very easily configurable according to the different user profiles that you define.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"472\" height=\"551\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture13.png\" alt=\"\" class=\"wp-image-29454\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture13.png 472w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture13-257x300.png 257w\" sizes=\"auto, (max-width: 472px) 100vw, 472px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Menu management for application administrators is done via a dialog box. No command line are needed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"341\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture14.png\" alt=\"\" class=\"wp-image-29455\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture14.png 752w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture14-300x136.png 300w\" sizes=\"auto, (max-width: 752px) 100vw, 752px\" \/><\/figure>\n\n\n\n<p><strong>The Search Interface<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"687\" height=\"67\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture15.png\" alt=\"\" class=\"wp-image-29456\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture15.png 687w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture15-300x29.png 300w\" sizes=\"auto, (max-width: 687px) 100vw, 687px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Doc.ECM<\/strong> uses a very powerful, easy-to-use, multi-criteria search engine that can scan thousands of documents and their content very quickly.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"436\" height=\"322\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture16.png\" alt=\"\" class=\"wp-image-29457\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture16.png 436w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture16-300x222.png 300w\" sizes=\"auto, (max-width: 436px) 100vw, 436px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The search can be global or more targeted.<\/li>\n<\/ul>\n\n\n\n<p><strong>The Document Management Interface<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"397\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture17.png\" alt=\"\" class=\"wp-image-29458\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture17.png 752w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture17-300x158.png 300w\" sizes=\"auto, (max-width: 752px) 100vw, 752px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>This is the main document management dashboard.<\/li>\n\n\n\n<li>It mainly consists of contextual business-oriented \u201cDocument baskets\u201d.<\/li>\n\n\n\n<li>Document management is done through flows moving the document from one status to another.<\/li>\n\n\n\n<li>It is intuitive and easily customizable by each user.<\/li>\n\n\n\n<li>It gives the possibility of displaying information on document distribution flows.<\/li>\n\n\n\n<li>It can display statistics or reports regarding document activity.<\/li>\n<\/ul>\n\n\n\n<p>  <strong>Adding a new document<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"380\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture18.png\" alt=\"\" class=\"wp-image-29459\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture18.png 752w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Picture18-300x152.png 300w\" sizes=\"auto, (max-width: 752px) 100vw, 752px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add a new document using a drag \/ drop action.<\/li>\n\n\n\n<li>Complete the metadata manually or using an automatic process based on a RAD\/LAD technology.<\/li>\n<\/ul>\n\n\n\n<p> <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"553\" height=\"175\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-5.png\" alt=\"\" class=\"wp-image-29476\" style=\"aspect-ratio:3.16;width:279px;height:auto\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-5.png 553w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/11\/Txt-5-300x95.png 300w\" sizes=\"auto, (max-width: 553px) 100vw, 553px\" \/><\/figure>\n\n\n\n<p>The <strong><a href=\"https:\/\/www.doc-series.ch\">Doc.SERIES<\/a><\/strong> ECM solution is a good mix between a &#8220;User Friendly&#8221; use and a complex document management. <\/p>\n\n\n\n<p>One of his strongest advantages is that the handling of the tool is really easy to do and it could be used in all the company services thanks to the Mobility functionalities. <\/p>\n\n\n\n<p>In conclusion, to use this solution gives your company a major asset in all the document management tasks that costs energy, money and workload. <\/p>\n\n\n\n<p>A &#8220;must-have&#8221;&#8230;<\/p>\n\n\n\n<p>Publisher Info <em><strong>@Doc.SERIES<\/strong><\/em> : https:\/\/www.doc-series.ch<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are several Electronic Content Management tools (ECM) on the market that are very powerful in their functionalities but are not always easy to configure or maintain, particularly if the size of your company does not allow for a large IT department. However, a good document management in a company is a necessity to: &#8211; [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[197,525],"tags":[3174,1144,3176,3177,3175],"type_dbi":[],"class_list":["post-29433","post","type-post","status-publish","format-standard","hentry","category-application-integration-middleware","category-enterprise-content-management","tag-doc-series","tag-ecm","tag-modular","tag-ocr","tag-rad-lad"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Doc.SERIES \u2013 The \u00ab\u00a0User Friendly\u00a0\u00bb ECM solution - dbi Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dbi-services.com\/blog\/doc-series-the-user-friendly-ecm-solution\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Doc.SERIES \u2013 The \u00ab\u00a0User Friendly\u00a0\u00bb ECM solution\" \/>\n<meta property=\"og:description\" content=\"There are several Electronic Content Management tools (ECM) on the market that are very powerful in their functionalities but are not always easy to configure or maintain, particularly if the size of your company does not allow for a large IT department. 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