Customise to your taste
Since 1999, Info-Organiser has created paperless and document management solutions to meet the specific custom dms needs of Australian businesses.You will find our strength is in the initial scoping and configuration process – assisting you to identify your workflow needs and tailoring a simple electronic archiving solution to fit even the most complex search and security requirements.
Deal direct with Australian based best practice custom dms developers.
Receive fast decisions on customisation requests.
Form a paperless partnership with an Australian compliance expert who takes the time to fully understand your business processing and filing needs.
You can select from three levels of customisation – Standard, Premium or Platinum
Select from these three custom options:
Info-Organiser’s Standard Custom Settings
Since every business is unique, Info-Organiser is installed with a menu of generous customisable features that you can adjust to suit your taste…
Easily configure indexes (Metadata)
Configuring the user defined indexes allows you to choose how to categorise your documents. This customisation follows through to creating your virtual ‘Data Folders’ and enables a huge variety of searches.
Connect fields by relationship
Fields can be linked together for advanced searching. Let’s say you have a husband and wife with different surnames. Info-Organiser allows you to link these names together so that searching on either partners name will bring up all files for both. (As you can imagine, this is very handy when your memory fails you and you forget one of the surnames). Of course the search will filter them individually as well if you tell it to.
Adjust on-screen layout
All on-screen sections are dockable. Which means you can move the sections around to create your own favourite view. Once done, Info-Organiser will remember your preferred setting. At a click you can always go back to the default view. (This is voted best loved feature by our left handed users).
Adapt menu options for different users
Menu functions can be customised by your Administrator. The Administrator can turn Features on or off to match users and their roles.
Flexible e-mail archiving
Info-Organiser’s Outlook plug-in can be configured three different ways – to file one email at a time, file multiple emails or set up a watch folder to automate the process. You can either ‘Take a copy’ of the e-mails (and leave the original in Outlook) or ‘Move them directly’ as they arrive. You have total control to configure your email filing the way that suits your workflow needs.
Clever bulk importing from CSV
Files can be imported en mass when you have a CSV file with metadata to be attached. This is used by customers that have outsourced their scanning. This is a time saving feature that enables hundreds of documents to be filed and categorised in seconds.
Info-Organiser’s Premium Custom Options:
With a premium custom feature you can have your cake and eat it too. We will scope your needs and provide a premium solution that meets all your needs.
Design your own tailored features
Ideal for clients who are looking for a ‘perfect match’ document management solution. Our team can design and add specific custom features to meet your exact workflow and best practice dms requirements.
Integration with forms processing
Info-Organiser can be integrated with OCR and ICR forms processing. All metadata from forms can be captured, the document auto filed, and even other programs populated using our IO Forms plug in. All data and documents can then be easily searched and found within Info-Organiser. Workflow is seamless and staff become incredibly productive.
Info-Organiser’s Platinum Custom solutions:
A custom service fit for a king – or queen. Compliment your existing business software with clever document management solutions that easily deploys information to you and your people.
Integrate with third party software
With Info-Organiser’s .NET Application Program Interface, the full range of Info-Organiser’s document management functionality can be integrated into another Third Party Software Application.
Although it sounds complex, it is actually quite simple and easy. The Info-Organiser Programming Team are available to offer assistance for designing and coding in the API.
Use IO Cloud for web based document hosting
IO Cloud is our web edition option, based in HTML 5 with a fully responsive theme that adapts to any Apple, Samsung or Windows device.
Info-Organiser Cloud can be customised to create a hybrid deployment where local users resource the IO Desktop version and remote users can access the IO Cloud version. All users can add, search and edit files. Deployment is simple and cost effective.
Read how Tracey at Wollongong Hospital customised Info-Organiser to match her unique e-filing needs…”