DocTrix(eng)

DocTrix Platform 2013. Automation of business processes using SharePoint

Table of contents

Product overview How does DocTrix supplement functionality of SharePoint? Platform modules: - Managing the organizational structure;- Business objects;- Additional column types;- Managing field display modes;- Managing document templates;- Managing list filtering;- Additional Nintex activities."Box edition" software solutions based on the DocTrix Platform Technical support About i-Sys Labs

Product overview

DocTrix Platform is the flexible platform for automation of business processes in the companies. Features of the product allow business users and IT professionals solve business processes automation tasks of varying complexity quick and easy.

Organizational structure Business entities form builder/editor

Additional column types Additional Nintex activities

How does DocTrix supplement functionality of SharePoint?

More than 150 components missing in SharePoint are implemented in the DocTrix Platform.

Organizational structure and role model

What does already exist in SharePoint?– User profiles that support syncing with Active Directory;– Web part display of the organizational structure;– SharePoint Security Groups;– Audiences.

What does DocTrix Platform introduce? Hierarchy of divisions; Hierarchy of subordination of roles; Specification of role relationships between the employees (assistant,

deputy); It is now possible to select users on the forms taking into account the

organizational structure.

Business processes development tools

What does already exist in SharePoint?– Typical Workflows;– SharePoint Designer – main visual configuration tool;– Microsoft Visio – additional visual configuration tool;– Visual Studio – programming tool.

What does DocTrix Platform introduce? Integration with Nintex Workflow and additional activities; Managing rights for starting business processes; Objects of the organizational structure (roles, divisions etc) can be used

in business processes; Flexible configuration mechanisms for complex reconciliation routes; Support of out-of-process document processing routes.

Development tools for document forms

What does already exist in SharePoint?– Typical lists and standard document libraries;– Microsoft SharePoint Designer – configuration tool for typical SharePoint

forms;– InfoPath – configuration tool for complex forms;– Visual Studio – programming tool for forms.

What does DocTrix Platform introduce? Setting up complex forms through the web browser using standard

SharePoint interface; Ability to set up and configure complex forms without purchasing extra

SharePoint licenses; Quick form customization without attracting the developers; Access permissions can be configured at the level of requisites of the form

of documents and views of display of lists of documents.

DocTrix Platform modules

Functionally, the platform consists of several interacting modules.

Managing the organizational structure

Creating a hierarchy of roles and divisions

Business objects

• DocTrix Customizable List• DocTrix Documents

Creating complex cards. Built-in DocTrix elements

• DocTrix Tasks• DocTrix Discussions

Business objectsAdvanced settings at the page of parameters of lists and tasks

Business objectsInteractive cards form builder/editor

Business objectsData uniqueness control

Business objectsWorkflows on the main panel of cards

Additional column typesDocTrix: Substitution  

Additional column typesDocTrix: User of Group  

Additional column typesDocTrix: Calculated and counters

Additional column typesDocTrix: Selection

Additional column typesDocTrix: Queues field

Additional column typesDocTrix: Attachment display field

• Attached files can be displayed on the main requisite tab of a list item;• Specifying if the column is mandatory to fill in;• Support of all additional tools of DocTrix for work with columns (display settings, dynamic

filling, auto-fill etc).  • Additional column types

Additional column typesDocTrix: “Related documents” field

Managing field display modes

For each field, the System allows display mode customization on all forms (creating, viewing, editing).

Managing document templatesUsers can customize and export document templates to Microsoft Word.

Managing list filteringCustomization of filters and parameters of search of the list elements. Sampling limitation.

Additional Nintex Workflow activities

Managing organizational structure

Additional Nintex Workflow activities

Simplified creation of native operations

Replicable software solutions based on the DocTrix Platform

Taking the elements of the DocTrix Platform as a basis, we have created a number of replicable software products with

preconfigured functionality that meets the basic needs of the businesses.

DocTrix Product Line

DocTrix Product Line is a set of «box edition» software solutions based on the DocTrix Platform, which consists of the following core components:

DocTrix DocFlow 2013 Automation of workflow and business processes, execution control and work with contracts.

DocTrix Portal 2013A common entry point for storing documents of the organization, as well as collaboration and communication between the employees.

DocTrix ServiceDesk 2013Automation of work of technical support using the ITIL methodology

Architecture of the DocTrix Product Line

Technical support

Software Assurance, Warranty Service

Incident and consulting support

Customer will receive updates and/or new versions of the licensed DocTrix products;

Support on technical issues, including installation and configuration of the system;

Both technical and business users will get answers to their questions about product functionality.

At the first purchase of license to any of the DocTrix products, additional purchase of the 1-year technical support – Software Assurance – is obligatory.

Consultation service with higher priority; The right to receive 3 annual licenses for

developers; Consultation service and solving issues with the

following products: DocTrix, Nintex Workflow and SharePoint 2010/2013.

“Incident and consulting support” is a paid support program and sold separately (in addition to the Software Assurance program).

About the i-Sys company

completed projects in Italy, Portugal, Russia and Kazakhstan;

i-Sys stands for…

years (and counting) in the IT business;

project offices: in Samara, Moscow, Kiev and Astana;

development centers: in Orenburg, Samara and Tolyatti;

highly-skilled and experienced engineers.

12150+

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140+

Our development team is really big

Команда

Project Managers

Business Analysts

Java/J2EE Certified Specialists

.NET, DB Developers

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1710

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Team

Java Develope

rsMicrosoft Certified

Professional

Support specialist

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1910

8

30

QA Specialis

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Areas of Expertise

i-Sys

Business-process

automation and

portals Mobile

solutions

E-government

Integration projects

Information systems

for telecommu

nication companies

1С automatio

n

Technical support

Financial and investment

systems

Customers’ trust

Get in touch with us

But wait, there’s more!

Visit our web-sites http://doctrix.ru/en/ and http://www.i-sys.ru/;Be the first to see the new videos about our products on our YouTube channel.

[email protected]: +7 (846) 3411411