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Records Management

powered by Open Bee DMS

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Organize, track and store documents for the long term

With records management solution

Thanks to Open Bee, create a document preservation policy and easily organize, preserve, or destroy your documents.

With Open Bee™ digital solutions, you can capture and manage electronic records to free up space in your office, improve information access but also help your whole practice run more efficiently.

Keep your company records up to date in a secure digital environment

  • Index & file your paper documents right from your scanner or MFD,
  • Benefit from advanced search capabilities make it easy to find specific folders and files by meta data, name, file type, date and author,
  • Track every action taken on each document throughout its life cycle,
  • Protect records with AFNOR certified electronic records management.
  • Track and Trace
  • Physical space saving
  • Document Security

Simplify the process of keeping records

Increase efficiency and reduce the risk of non-compliance

  • Manage the digital retention of stored documents according to legal requirements and achieve compliance goals.
  • Back-up your records in a safe place and manage the risk of natural disaster and theft.
  • Easily share files with advisors, auditors or inspectors when needed.

Do you have any question about the records management solution?

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Documentation

FAQ
The records management

Why should your company go paperless?

Paper is the worst enemy of productivity in your business. Why? There are many reasons, that seem logical in theory but are hard to get rid of in reality, especially when you are so focused on your everyday work that you can no longer see the big picture. But to help you see clearer and assess the situation, shall you ask yourself these questions: how much time and money are you spending on storage space, filing cabinets, and time spent looking for documents or information?
On average one co-worker will spend five hours in a week to retrieve records, whether they are stored in filing cabinets or off-site storage facilities.

The essential steps to digitize your paper archives securely and simply:

  • Settle the key points of the project
  • Putting the right tools in place: scanning equipment
  • Indexing for better retrieval
  • Keep the company’s memory in a secure way

Did you know that the Open Bee DMS platform includes more than 450 features? All combined, they enable you and your teams in all departments of your company to effectively manage your business documents and thus highly perform whatever your industry!

  1. Allow users to perform multiple actions on documents like downloading, editing, moving, deleting, sharing… or instead protect a document from unwanted modifications by others.
    NEW: View and edit Office documents in Office 365 Online.
  2. Navigate through folders and files easily with a tree structure to facilitate access to the different levels.
  3. Import or export in a ZIP.
  4. Track all actions performed on a folder or a document via an audit trail.
  5. Rename, preview, and dynamically file documents in a tree structure according to provided metadata.
  6. Retrieve documents with either the Simple, Advanced search or directly third-party apps with keyboard shortcuts.
  7. Synchronize files and folders between Windows computers and the DMS file server

Also to be discovered
https://www.openbee.com/en/use-case/records-management/
www.openbee.com
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