Theoretical background
Unified documentation rules
The unified documentation rules means a single, transparent methodology for document management. With its use the document related tasks (filing, approval, archiving, search) can not only be carried out faster, but from day to day it becomes part of our daily routine and as such, more and more efficient.
The TriDoc allows filing of documents along multiple dimensions. The TriDoc archives of recorded documents can be sorted according to categories, types, and in addition even according to projects.
Following the proper structuring of documents, the data access control function of the authorization module in the system permits access to each document only to the authorized persons.
Link logically related documents! All the documents filed in the TriDoc system can be linked with further documents, meaning that for example you may link to your contracts with related performance certificates, invoices.
Document Life-cycle Management
TriDoc standard system supports complete life-cycle management of each document, starting from its creation to the approval process, archiving and eventually deletion.
By integrating the registry functions of TriDoc into MS Office applications, just after saving the document, you can even right from the application register the document into the TriDoc system. By integrating e-mail-based office equipment (scanner, fax), even a large amount of documents can be registered automatically, without any human intervention.
When filing a document into the TriDoc system, you record any data on the data sheet that is relevant to your company. You can upload files of basically any type of format (eg pdf, doc, odt, xls, jpg, png, html, avi, wmv, etc.). The documents with all of their data are stored in the TriDoc archives, where they can quickly and easily be retrieved from.
The three-level versioning principle of the TriDoc system guarantees that all changes in documents can be traced exactly from version to version. All operations executed in the document sheets and versions (eg, open, lock, delete, approval, rejection) are recorded in the document history.
With the built-in workflow module the documents can be approved in workflows associated with document types and/or projects, defining the approver persons and levels according to the requirements.
Custom-tailored solution
The TriDoc standard product has been developed by incorporating many years of experience gained in large enterprise system implementations and developing customizing functions to support users of the system.
The different customization options, such as custom fields, document categories and types, or language customization, access roles can all become user tools that are easily manageable. The proper use significantly changes the TriDoc system behaviour and integrates with the companies operation.