PDi Document Manager


Depositories

Create and maintain your depositories (storage locations) to place your scanned or received documents. Create your fields to capture the information required to search and retrieve in the future. Link key fields to definable lookup tables to ensure essential information is correct. Limit the depositories to a user or group of users


Encrypted

Documents are encrypted once assigned to a depository. This stops users from viewing sensitive information. They are decrypted internally when viewing is required.


Cloud Integration

Push or pull documents from your cloud storage account. Remote users can snap pictures of receipts and documents, and these can be pulled and assigned to the required depositories.

Send documents to the cloud storage account to view/use later by remote users.

Available cloud storage links are DropBox, GoogleDrive, OneDrive and HiDrive.


Introducing the PDi Document Manager

The new software application from PDi Spirit allows the user to scan and retrieve documents and assign them to depositories. Create your user-definable locations to hold customer documents, invoice, proof of deliveries, terms of conditions, rental agreements, corporate documents all encrypted and secured in depositories that only specified users and groups can have access.

All depositories are searchable based on the fields and titles you create or search across multiple depositories that have common fields.

Scanned documents are saved as TIFF files allowing for multiple pages to be added. PDF documents can be added from existing folders on your server or by retrieving them from your cloud storage drive.

Web interface

The PDi DMS Web interface module gives staff access to their depositories and documents while out of the office. The module is installed on your server and environment, creating cloud-access to your secure documents.


Scan

Scan multiple documents, and then merge if required  into a single TIIF file

Assign the scanned documents to the required depository completing the information required


Search

Search for documents in a single depository or across multiple depositories using common fields in each of the selected depositories


Email

Email located documents to the required recipients or even if you want to generate paper print the document. 

Mangofile conversion

Convert

Convert Mangofile cabinets to new PDiDMS depositories. Convert all the data and move and secure your Mangofile documents easily. Only the required cabinets need to be moved or move all of them; the choice is yours. The conversion process can transfer Mangofile data formats in Access, SQLServer or MySQL.

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PDi DMS for Web Walk Through

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Assign Document to PDiDMS Depository

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can… Read more

Mantain PDiDMS Depository

Depositories created can be maintained at any time to add new fields, change settings and remove fields. Depositories can be completely removed using this function… Read more

Create PDiDMS Depository

PDiDMS allows you to create depositories to hold your scanned or retrieved documents. You can define as many or as few fields as required setting… Read more