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ELMA ECM+ is a solution for Enterprise Content Management based on the ELMA BPM Platform.

ELMA ECM+ organizes electronic document management of your company and allows you to execute end-to-end business processes along with standard docflow processes.

Electronic Document Management

Electronic document implementation is a process of converting paper documentation to electronic document flow. All procedures, familiar to you when you do paperwork, are carried out in an electronic form.

These procedures (processes) are regulated by MoReq2, a European standard for electronic document flow. According to this standard, converting to an electronic form requires execution of the following basic processes: creation, capture, flow, display, store, search, route, security, control and destruction. This approach systematizes implementation and allows splitting the whole flow into separate elements. For some documents and document flows there are standard solutions, which can be useful.

Electronic Document Flow

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Records Management

ELMA Records Management automates the registration and processing of incoming and outgoing documents.

Contract Management

ELMA Contract Management allows you to prepare, approve, store and process contracts and related documents.

Internal Documents

ELMA Internal Documents Section helps you to manage memos and internal records of the company.

Invoice Management

ELMA Invoice Management Section automates invoice approval, payment and storage.

Custom doc flows

In ELMA Document Management, you can simply configure basic processes for doc flows and the “non-standard” documents and start using the electronic exchange of documents within the company.

ECM Functions

Electronic documents storage

ELMA ECM+ app has a file storage interface, where documents are hierarchically organized in a set of folders. Within the document storage system, users create a set of folders and hierarchy to organize document archives for your organization. Such system of document storage provides fast and easy search, data protection and secure storage of documents.

Barcoding

Search through your archive for an electronic copy of the paper document using Barcoding.  The scanner reads the bar code and the system finds the document.

 Document templates

The ELMA ECM+ template engine generates documents from a template. You can create Microsoft Office (MS Word, MS Excel), loops and conditions templates.

Documents routing process

The ELMA BPM engine is used to configure document routing processes.  ECM+ app contains numerous activities for electronic document management: signing, approval, acquaintance, etc.

Folders and documents

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MS Outlook plug-in

MS Outlook Plug-in

The MS Outlook Plug-in is integrated in MS Outlook and automates routine operations with emails. This application allows you to create tasks from incoming messages, create documents out of the attachments and register them.

To create a task with the MS Outlook Plug-in simply select the massage in your inbox. The task subject and description are generated according to the subject and the body of the MS Outlook message.  If the incoming message has attachments, they are automatically added to the task as well.

 

ECM Settings

ELMA ECM+ app is designed to work with corporate information content and documents.  With ELMA’s flexible settings and controls, you can quickly navigate and create non-standard algorithms for electronic documents management.

 

Create Document Types

Each organization has its own documents with specific structure, a set of attributes, templates, routes and life cycles.

In a few steps, create and configure document types with ELMA Designer and convert your paper forms and documents into an electronic format.

 

Creating a document type

Configuring a document page

Configuring a document page

Configure document page

Depending on the document type, you can create and then configure any document page with the Form Builder.  This includes:  Structuring all information; dividing it into sections or tabs; adding panels, tabs, columns and required fields.

The Form Builder is especially useful if you require a unique, sophisticated and convenient form.

Configure classification scheme

The registration document parameters can be configured very flexibly according to the company needs. You can create simple schemes for small organizations and the most complex classification schemes with consecutively enumerated categories, typical for the large organizations.

You can customize classification scheme and specify doc flow by creating registration offices, sections, categories and document types.

Configuring a classification scheme

Document routing process

Design document routing processes

With ELMA you can design documents routing processes of any complexity. We have created a simple and intuitive designer with a user-friendly graphical interface that allows you to model routing processes.

Once the routing process is designed, you can use it as many times as you need. It will provide documentation visibility and traceability within the organization. You can start the document routing process from the document page in few clicks.

Document Archive

ELMA ECM+ has a standard file storage interface, which is familiar even to inexperienced computer users. Documents are stored in ordinary folders that provide an easy and quick way to navigate through the archived information and to search by folders.

It is recommended to archive folders and documents (instead of deleting them); in case you need to restore them later.

 

Document storage