PD - MFiles
PocketData - MFiles
PD - MFiles is is document management the way it should be: simple to install and learn, reliable, powerful and secure – without breaking your budget.Improve workflow, increase information reuse, eliminate redundancy, securely control content, and avoid conflicts and data loss – all in a single document management solution that integrates with Windows Explorer. Skip the expensive and confusing new software – only with PD-MFiles.
Top reasons to choose PD - MFiles for your business
PD - MFiles has all the features you need to make document management and enterprise content management easy and efficient. See why you should consider PD - MFiles for your organization’s needs
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Safe and secure
Control data visibility by hiding sensitive documents while maintaining a single storage location – so everything is there, but only what you want to be seen is seen. You can also configure permission settings to reduce human error, automatically schedule data backups and even integrate with Active Directory.
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Enables collaboration and automated workflow
Create assignments for ad hoc collaboration or design advanced workflows for automating important businesses processes. PD - MFiles facilitates collaboration with teams made up of both internal employees and external partners with features such as check-out/check-in, co-authoring for simultaneous editing by multiple team members, and publishing and intelligent data replication to the cloud.
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Fast search and time saving dynamic views
Find the right documents and information easily and instantly with basic and advanced search capabilities. Search on metadata, "full text" file contents, or both, with productivity boosting features such as dynamic filters and sort functions that ensure you will find the right information when you need it. PD - MFiles does away with chaotic folder structures with metadata-driven Dynamic Views that act like reusable custom "searches" that enable documents and other information to show up in multiple locations without creating confusing duplicates.
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Integrate seamlessly with existing apps
PD - MFiles integrates with all Windows applications, including Office, CAD, accounting and inventory solutions. Access data vaults with standard file commands such as Open and Save As. It also supports all file formats, such as standard Microsoft Office documents like Word and Excel, PDF files, CAD models and drawings, images, scans of paper documents and emails and attachments.
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Configurable, connectable system
Define an active link with external databases such as CRM, ERP, accounting and billing systems, or import and link files from existing network shares. You can also scan paper documents, import email messages from your mail server or use the PD - MFiles API for special integration needs.
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Fast search and time saving dynamic views
Find the right documents and information easily and instantly with basic and advanced search capabilities. Search on metadata, "full text" file contents, or both, with productivity boosting features such as dynamic filters and sort functions that ensure you will find the right information when you need it. PD - MFiles does away with chaotic folder structures with metadata-driven Dynamic Views that act like reusable custom "searches" that enable documents and other information to show up in multiple locations without creating confusing duplicates.
The FEATURES
Folderless Storage
All you do is save to PD - MFiles and tag the file with the properties you need, that's it. No more wandering through complex, hard-to-navigate folder structures, trying to guess where to save a file, with PD - MFiles you just quickly describe what it is you are working on, and PD - MFiles does the rest.
Metadata Management
When saving a new document to PD - MFiles, users simply describe the file with a few metadata tags and that's it. PD - MFiles then automatically indexes and organizes the document, ensuring that it shows up in all relevant views and search result listings, so the problem of one unique document existing in multiple locations is efficiently solved.
File Sharing
If you are spending time attaching files to emails and sending multiple versions flying across your organization, there’s a better way. Instead, you can start sharing with PD - MFiles by creating simple hyperlinks directly to documents in your document vault.
Access Permissions
With PD - MFiles, you can set access permissions for entire classes of documents and data objects, as well as individual documents and objects, and even for different versions of the same document or object – including assigning roles that give different levels of access to different users.
File Scanning & Capture
PD - MFiles offers advanced OCR (optical character recognition) extensions that make it easy and efficient to transform paper documents into fully searchable PDF files.When your content is searchable, you are not limited to searching on just its file name, you can find information by searching on any text in the document. Streamline your searches and save your valuable time.
Mobile & Offline Access
If you don’t have Internet access, no problem – just access PD - MFiles using offline mode and you’ll enjoy the full capabilities of PD - MFiles, even offline. PD - MFiles allows you to collect a local copy of the document you want to work on when wireless access is not available. When your Internet connection returns, PD - MFiles reconciles versions your updates to the master copy in the vault, avoiding any versioning issues.
Workflow
The workflow engine in PD - MFiles makes it easy to implement any business process with required steps, actions, and pre- and post-conditions. Participants in the process can be notified via email of required actions, and documents and other objects can be added to their electronic to-do list in PD - MFiles.
Versioning
The version control features of PD - MFiles ensure you always have access to the latest version of a document. It's easy to see what has changed, who did it and when the change was made, so you don't have to worry about out-of-date documents or manually sorting through multiple versions.PD - MFiles gives you robust versioning capabilities that empower users.
Electronic Filing
PD - MFiles solves these problems by enabling businesses to file all their important documents electronically. Documents are efficiently and securely managed in a central repository, on-premise or in the cloud, without wasting space and resources handling confusing duplicates and continually recreating information.