Document Management

Document Management

Coric Document Manager is a secure, browser-based corporate document management and workflow system capable of large document storage, large folder structures, sophisticated searching and document routing.

Integrated into the Microsoft architecture, Document Manager provides support for Coric Straight Through Reporter, providing commentary and letter workflow as well as review cycles. Post room scanning and routing, automated capture from Microsoft Office and document workflow via Coric Business Process Manager, give you a complete document management environment capable of satisfying complex business requirements.

Coric Document Manager Features

  • User Experience
    • Browser based, user friendly interface
    • Format independent in-browser document viewing
    • Microsoft Office integration
    • Email integration
  • Workflow
    • Automated scan capture and store
    • Automated print capture and store
    • Post rooms
    • Document authorisation
    • Commentary and Report review cycle (via Coric STR)
    • Folder and Document subscription via email
    • Document split and index
    • Document version control
  • Searching
    • Full text searching
    • Advanced search using indexes and full text
    • Global Advanced search
  • Content Scale
    • Unlimited folder structure
    • Unlimited documents within each folder
    • Unlimited document indexes
  • Productivity
    • Comprehensive workflow (via Coric Business Process Manager)
    • Document indexing and properties
    • Shared documents
    • Shared folders
    • PDF versions stored
    • Folder defaults to minimise manual data entry
    • Document splitting
    • Build offline folders
    • ‘Sticky notes' document notation
  • Audit and Security
    • Comprehensive audit trail
    • Audit trail query engine
    • Two phase deletion
    • Document restore from single phase delete
  • Technology
    • Small group to corporate platform capable
    • Clustering and Business Continuity aware
    • Centralised system configuration
    • Vertically and horizontally scalable
    • Microsoft Active Directory integration (single sign on)
    • API available for 3rd party integration

Equipos Coric. Next generation client reporting... today!

 

Meet us!

North America

TSAM North America      September 14, New York

Europe

Fund Forum International 2010 Jun 29/Jul 2, Monaco

Shorex Wealth Management Forum October 19/20, Geneva

Client Reporting & Servicing 2010            November 17/18, London

TSAM UK 2011                 March 2011, London

Asia Pacific

Shorex Wealth          Management   Forum                                  April 13/14 2011, Singapore 

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