Overview of the New Functionality in eDOCS 16 - Contesto New in eDOCS 16_1 - Contesto March 1 2017... · Overview of the New Functionality in eDOCS 16.1 ... configuration is now in

Overview of the New Functionality in eDOCS 16.1Larry Roy

Sr. Director Product Management

March 1, 2017

Secure, Flexible ECM that

‘Works the Way You Do’

Intuitive, configurable user experience

Streamlined IT manageability

Easy to deploy, maintain and scale

Portfolio solution model lets you tailor

the solution to your specific needs

Flexible API integrates easily to

‘extend the ecosystem’

Flexible deployment – on premises,

private cloud or hybrid

What Drove this Release?

Security Threats

The average cost per

record breached:$158

* 2016 Cost of Data Breach Study, Ponemon Institute

Between 2013 – 2016:

The average cost of a

data breach:

The cost of a security breach

continues to rise. Securing

work product remains a top

priority.

Changing Workforce

81Million Prioritize Mobility, BYOD

Adaptable, Prioritize

Workplace Flexibility

Retiring at the rate of

10,000 per day

“Digital-natives” are now the

dominant workforce demographic.

They desire easier access to

information, greater flexibility for

sharing and collaborating.

55Million

75Million

Millennials

Boomers

Easy ECM Secure Sharing &

Collaboration

Anytime, anywhere –

via cloud, mobility

Changing Expectations for ECM

What’s New in eDOCS 16.1

OpenText™ eDOCS 16.1

Flexible and Intuitive

Enterprise Content

Management

On-Premises,

Private Cloud, or

Hybrid

In a Secure,

Collaborative Work

Environment

OpenText™ eDOCS 16.1 offers increasingly flexible, intuitive ECM in a secure,

collaborative work environment, deployed on-premises, in the cloud, or hybrid.

eDOCS 16.1 Gold on January 31

What’s New in eDOCS 16.1?

eDOCS DM

FlexFolders

Responsive Design Webtop

Shared Workspaces

Metadata Security

Desktop Sync and Save

Quick Access Document

Security

Management Studio

Enhancements

64-bit Server and Indexer

eDOCS RM

Targeted Records

Search

RM Actions in the

Modern Webtop

OpenText Core

Cloud Services via

Optimize Service

Program

FlexFolders

Next generation of Dynamic Views

Easy to administer

Administration Wizard to Create FlexFolders

Filtered Sub-Folders to match your practice or business areas

Increase user adoption and satisfaction

FlexFolder subscription made easy

By Attorney

By Client

By Matter

By Client - Matter

DM Management Studio - FlexFolders

FlexFolders setup and

configuration is now in the DM

Management Studio

FlexFolder Setup Wizard

Simplified step by step setup

and configuration

Easily select which options and

features are available

Copy FlexFolder

The new Copy Feature allows

you to easily replicate an

existing FlexFolder

configuration and fine tune to

each business area

FlexFolder Subscription

In addition to the previous

subscription methods, the user

can now easily subscribe to

content by performing a right-

click “Subscribe To” action

Display/view content in a format optimized

to the device you are using, for an

improved user experience

RM Actions in the Webtop

Physical Records

Actions

Request

Return

RM Manager Actions

Shared Workspaces

Easily secure and share your

workspace with others in

Workspaces are profiled

objects

Personal Workspaces from

previous versions converted

with the upgrade

New Workspace Access Rights

There are new collaborative

workspace rights to select from

for granting access

View: Trustee(s) can see workspace

contents

Collaborate: Trustee(s) can edit

workspace name, add and remove

workspace items

Manage: Trustee(s) can assign

access or remove rights, delete

workspaces, and change profile form

values

DM Metadata Security

Metadata Security

Ethical Walls for Legal

Clients

Matters

Document Types

Custom Table support

Project

Department

Security = document access +

metadata rights

Lookup Security Per Table

DM Users group will be

granted access to all the

metadata values by default

Security can then be

selectively applied to

metadata values

Desktop Sync and Save

DM Sync and Save

Synchronize a DM Folder or Workspace to your desktop

Content added or modified in DM or on the Local drive will be

synchronized

DM Sync and Save

The synchronized DM Folder or Workspace, it’s sub-folder structure

and the contents will be created in the selected location

Quick Access Document Security

Less clicks to “Set Security”

Easily change the access

control list of a secured

document

New Remove Security option

to grant everyone access to

the document

Management Studio Enhancements

Administer eDOCS from

within a single interface

DM Management Studio

includes:

Library maintenance

FlexFolder administration

DM extensions

configuration settings

DM Management Studio - Utilities

Client Deployment Utility

settings

Configuration changes

pushed to the desktop on

DM login

Lookup Table Maintenance

Manage system and

metadata tables

Multi Library support

Lookup Table Maintenance in the Extensions

Easily create new or edit

existing lookup values from

within the user interface.

DM Extensions and DM

Webtop.

64 Bit Server and Indexer

DM Server – Indexer Memory

No longer

limited to 1.2GB

of memory for

search activities

Can use up to

75% of the

server memory

eDOCS RM

eDOCS RM Enhancements

Targeted Records Search

Email FilePart reference

Personalize FilePlan displayed

columns

RM user functions in DM

Webtop

Integration with OpenText™ Core

Simple, secure cloud sharing –

internally or externally

Check out information from DM

into Core for secure

collaboration with clients,

suppliers, partners or others

Check it back into DM when

edits are complete and ready to

store alongside other work

product

eDOCS: Flexible Deployment Options

On Premises Private Cloud Hybrid

On-Premises On-Premises

Private CloudPublic Cloud

Hybrid

On-Premises

www.opentext.com/eDOCS

linkedin.com/groups/opentext edocs

Learn about Easy ECM

Join the OpenText eDOCS group on LinkedIn:

www.opentext.com/campaigns/easyecm

Overview of the New Functionality in eDOCS 16 - Contesto New in eDOCS 16_1 - Contesto March 1 2017... · Overview of the New Functionality in eDOCS 16.1 ... configuration is now in

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