Sage Project Document Management powered by Organice

Save the time and money spent manually managing documents.

• Reduce need for 3rd party application licenses when you need to view or print document with built-in viewer that supports over 250 different file formats
• Multiple select ‘drag and drop’ support for document libraries from Outlook, Windows Explorer and between document libraries
• Save valuable time with associated document metadata being automatically copied when imported

Automatically store your documents centrally for easy finding and retrieval.

• Metadata associated with a document offers a great basis for document automation
• Store, organise and retrieve documents using properties of Microsoft Office document fields
• Easy finding and retrieval of documents with fields such as Subject, From, To, CC, BCC, Date-Time Sent, etc. saved automatically
• Full-text search for all metadata is provided regardless of which version of SharePoint is installed

Provide easy access to all your business documents and with version control and workflow facilities where needed.

• Ensure all relevant documents are available for users with incoming correspondence and other hardcopy documents being scanned and stored into the SharePoint document environment
• Publish documents stored in SharePoint in an independent file format such as PDF, TIFF or DWF for easy access by others
• For distribution each recipient can be sent an automatic transmittal letter listing the documents and the number of copies
• Make sure everyone is working with the correct and up-to-date documents and that the right documents are send to each project member while keeping track of who received what and when
• Ensure that everyone is working with the correct, up-to-date documentation with the right documents being sent to each project team member while keeping track of who received what and when

Aid project collaboration with a system designed to integrate with AutoCad and work efficiently in intranet, extranet and intranet environments.

• Integration with AutoCad allows users to open, save, check-in, check-out and edit metadata for Autocad drawings.
• Built-in drawing viewer provides sophisticated tools to view, compare and red-line drawings without needing to access AutoCad.  
• Title block data can be mapped and synchronised as metadata and drawings can be saved to include any reference files. (e.g. XREFs)
• Fully Microsoft SharePoint based, leveraging SharePoint and .NET technology
• Built around a SQL Server database and designed to work efficiently in intranet, extranet and internet environments
• Users can select individual company-wide and project-specific document templates in SharePoint when creating a document

• Navigation and control for document archive  
• Main user interface and dashboard, used to add and maintain all documents for project and/or company
• Access documents on a daily basis and view red-lining of documents without affecting archived copies
• Workflow and collaboration functions can be initiated through easy to use templates

• Scan documents directly into archive, to predefined location or by manual placement
•  Batch or individual scanning of invoices, letters and other company or project documents directly into document archive  
• Enter appropriate metadata when documents are first registered e.g. document number, project number, subject, and contact person

• Transmit documents from archive to single or multiple recipients via a distribution matrix
• Distribute multiple documents to multiple recipients while keeping track of all transmittals
• Distribution matrix specifies which recipient needs to receive which documents, in which form and how many if in hardcopy  
• Per recipient, tasks can be specified, e.g. if the recipient needs to approve or revise the documents 
• Workflow components of SharePoint can be used if required, with deadlines set for tasks  
• Automatically notify document recipients of document updates
• Distribute tender enquiries to trades or specifications and drawings to a project team
• Link to outsourced reprographers for printing if required

• Documents can be published in independent file formats to be shared, distributed, accurately printed, securely archived and used by others, without the native application
• Used to generate electronic documents into a format that can be read by any user e.g. CAD drawings generated as non-editable PDF files to be sent to trades  
• Simplifies the synchronising of remote SharePoint Servers around a corporate WAN
• Initiated through custom SharePoint Workflow and documents are published together with any attached workflow information
• Native and published document are stored, linked and managed in SharePoint, including metadata  
• Guarantees changes to the native document are also applied to the related published document

• Optional configuration tool allows direct access to SharePoint configuration environment
• Used both pre- and post-implementation to allow the rapid configuration and re-configuration of the SharePoint environment as well as the creation of new projects 
• Removes need to have to work directly in SharePoint for these requirements