ECM System

Securely store digitized records through our in-house Enterprise Content Management (ECM) software. Authorized users will have immediate access to manage their content via our web-based portal with the peace of mind that their information is safely backed up in our state-of-the-art data center.

The ECM Product

Our in-house Enterprise Content Management (ECM) software allows you to securely access your documents at any time through our web-based portal.

  • View digitized documents in real-time
  • Check-in and check out records; add notes and updates to the record
  • Provide duplicate records per request
  • Strict security guidelines for specified users & permissions
  • Optical Character Recognition (OCR) for Keyword Searchability.

Access Your CRM ECM →

Implement Document-level Security

Not only can CRM’s ECM allow you to control who has access to particular documents in your enterprise, it will also control who can modify documents as well.

✓ Control all aspects of document interaction: who can read, print, download, edit, etc.

✓ Audit who has made changes to a document, and roll-back undo modifications

✓ Implementing advanced auditing forcing users to document their document interactions

✓ Block/hide portions of documents and control who can unblock the contents

What to Expect

The Components of a Digital Document Management System

Electronic Record Conversion

1. Capture:Digitally capture your documents

2. Preserve:Data is backed-up and preserved for long-term use.

2. Deliver:Users are provided with data, when they need it.

4. Manage:Index and manage information so it can be easily found and used.

Connect your data in a secure cloud storage repository, such as a content management system.