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Version 2.

Document & Procedures


Management System for
organizations, institutions
and companies

www.docutracks.eu

DocuTracks is:
• A modern, user-friendly information system for managing and distributing Immediate benefits and results:
information and knowledge • fully electronic distribution of documents
and transition to a paperless office
• A Suitable and useful for every business or organization (public or private
sector) which bases its activities on management and dissemination of large • rapid processing of issues and documents
- optimal response to the external
volumes of information stored in electronic or printed documents
environment
• A complete and integrated platform for the electronic management, digital • significant reduction in the administrative
signature and distribution of documents and handling of business processes and management costs that may exceed
and cases, all within a unified philosophy and user workspace 50%
• minimization or even complete relief from
• A modern information system designed using an open architecture, built using the significant burden of trivial everyday
state of the art technologies and compliant with various standards, with low tasks and processes that are obsolete and
requirements in hardware and software generate if any added value

• Easily adaptable to the organizational structure and operational procedures Docutracks is an innovative technological
within any organization. It has already been implemented and operated platform that implements a modern,
successfully in major public institutions. It is fully adopted by thousands open architecture focused on usability.
of users - employees who use it 100% for all work regarding management, This allows Docutracks to:
distribution and composite approval & signing of documents at all levels of the
organizational structure - Easily and quickly adapt to and integrate
with existing infrastructures
• 100% Compatible with the European legal and regulatory framework with - Require minimal time for user training
regards to the eIDAS & GDPR regulations and the document management and and familiarization
advanced qualified signature (Docutracks interoperates with all types of Secure - Can be quickly become fully operational
Signing Devices [SCSDs]). within the organization

Total Transition to
Paperless and Inkless Office
Quick return on investment!
Functional characteristics and capabilities
Docutracks follows an end-user oriented design and implementation philosophy Potential Market
with regard to the way that different pieces of functionality are offered to users
of different roles and positions within the organization: 1. All public organizations, institutions,
companies and authorities of the
1. End users responsible for creating assignees within the context of a central government
and responding to documents are document or a case
facilitated with o Forwarding documents for approval 2. All local government authorities
/ signing to supervisors or returning at local or regional level, with a
documents pending approval to
o Effective search and retrieval subordinates in the organizational corresponding customized version
mechanisms that combine multiple hierarchy
criteria in metadata and full text
searches o Automatic resolution of the correct 3. Hospitals and institutions in the
approval / signing path within Healthcare and Pharmaceutical
o Logical grouping and sorting of the organization, taking into
documents by type (e.g. incoming / Industries
consideration not just the strict
outgoing / draft / internal organizational hierarchy but also
documents), subject, class, etc horizontal groups, administrative 4. Service companies & consultants
o Immediate access to document authorities and complex group
technical offices and law firms
distribution activities such as: supervision rules
dissemination to other organizational o Implementation of a typical
groups, return to sender, approval / “assembly of the agenda for a
5. Banking and insurance sector
signature, reply, archival, forwarding collective body” workflow, addressed organizations
to external recipients (via fax, to groups such as a board of directors
email or B2B or G2G services) and or a multidisciplinary committee
publication to external systems which accepts proposals and
6.
Any company or organization
o Easy and direct integration and contributions from specific users in that bases its operations on the
management of timestamped the organizational hierarchy management and distribution
advanced qualified digital signatures o Monitoring of operations carried out of conventional or electronic
documents and document encryption by collective bodies and committees documents
o Quick acquisition of documents (via o Reports, statistics and KPIs on
upload – fax – san – print – template document and case management and
based document generation),
registration of metadata (via intuitive distribution data
adaptive dynamic forms) and long
term preservation (conversion to 3. Users outside the organization are
PDF/A format)
provided with
o Immediate access to document o Means to input documents in the
distribution history within the
organization and information on the system via email or specific online
status of the document within each hubs (such as “submit your complaint
different group that the document or suggestion” or “submit an online
has reached form with your application” web
o Intuitive management of cases which forms – such electronic submissions
organize related documents in logical are automatically transformed
structures aligned with the various into documents and routed to the
stages involved in processing each appropriate organizational points)
type of case
o Ability to monitor the status of an issue
o Task management and registration raised by an external user through the
of “case events” and structured case
information within cases online submission facilities mentioned
above, by publicizing the status of the
o Distribution and sharing of cases among corresponding document created and
groups
circulated within Docutracks
o Archival and removal policies
4. System administrators are provided
with means to:
2. End users holding administrative &
o Manage users, permissions, roles and
management positions are facilitated
authorizations
with
o Assignment of documents and cases o Manage and configure the
and thorough monitoring of activities organization structure and the
carried out by the assignees distribution of responsibilities
o Tracking of user actions on a per and rights of supervision on the
document or per case basis organizational structure
o Request for a specific action from o Manage document and case metadata
o Design and export specialized
reports, analytics data and
performance indicators through
an advanced embedded reporting
mechanism
τ
Technical specifications
The features and functions of the The driving forces behind the technical design of Docutracks are:
system are provided within a friendly
and familiar environment, very similar a)The state of the art in Internet and Web technologies and the emphasis placed today
to online email applications. The basic on modern and usable user interface (UI) and user experience (UX) design patterns
user interface is organized in five
b) The use of “the document” as the basic means for encapsulating and distributing
distinct areas, as demonstrated in
information within organizations, information that models and follows business
the figure below:
processes established in each organization

• Left (A): This area hosts grouping,


searching and filtering options for
the documents catalogued in (B) Docutracks is designed and built as a
compact, concise web application, which
• Middle Top (B): The list of documents can be directly integrated with existing
accessible by the current user, infrastructure within an organization,
based on their role position in the requiring minimal additional investment in
organization and grouping / filtering hardware or software.
options set from the choices on the
left A specialized software utility can route any
document from any third party software,
• Middle Bottom (C): Detailed or concise directly to any user’s incomings box for
presentation of the selected document digital signing in Docutracks
and its metadata, including detailed
information on the status of various
“virtual document copies” that have
been circulated to various units within
the organization
The particular technical characteristics
of the architecture and individual
Ε subsystems of Docutracks include:
• Open, modular and scalable architec-
Β ture
• Support of all modern browsers
• Implemented using cutting edge
Α Δ technologies both on the server
Γ (ASP. NET MVC 4) and at the browser
(jQuery Ajax)
• Ability to add new functionality by
• Bottom Right (D): The context menu building and integrating extra mod-
that provides a dynamic interface
ules
to actions that the current user can • Rich APIs for integration by third par-
execute on a selected document ty systems
• Use of specialized web browser add
• Top (E): The main menu with options ons for easy and direct integration of
for registering a new document, advanced qualified digital signatures
selecting a catalogue view, managing in documents
the current user’s profile or gaining • Native applications for mobile devic-
access to various administrative es (smartphones and tablets)
functions that are available to the
current user

τττ
The 10 main advantages of Docutracks

1. Modern and friendly user 5. Direct and easy registration of staff, structure and metadata of
interface. Docutracks is accessible documents and their metadata: documents that are used in the
through any web-browser any Docutracks provides dynamically decision-making processes by
device and its email-like functional customized forms that facilitate individual and collective bodies.
and interactive features enable the user by limiting the number of Docutracks also offers flexibility
immediate use by the majority of fields that need to be filled in or and easy adaptation to any future
users without requiring significant selected. Users are automatically changes in the organization’s
training. Thus, the application can be and quickly redirected to the next structure and processes, especially
easily spread within organizations process without being “lost» into a to those related to the integration
with tens or hundreds of users in plurality of fields and information of the digital signature
a very short time and can be fully that ultimately is not related to their
productive immediately. specific work. 10. Easy access to critical
information and opportunities in
2. Integrated approach: Docutracks 6. Low infrastructure requirements every level of management, - roles
follows the principle of “many and easy and direct integration into of responsibility, escalating in scope
systems in one”: e-Protocol, existing hardware and software from lower to higher levels, for
management and distribution of infrastructure. The above, combined resolving issues and matters, work
documents, case management, with the virtually unlimited allocation, routing and acceleration
digital signatures. This way, it interoperability possibilities with of decision making and approval and
automates trivial tasks that can be existing IT systems (ERP, CRM, CMS, measurement of the effort that is
executed with or without human internet and intranet sites, Directory required to run individual processes
intervention. Common procedures - e-mail Servers, etc.) gives an based on the management and
using conventional and/or advantage to Docutracks compared distribution of documents.
electronic means, the completion of to other competing systems, which
which typically requires significant may have been years on the market, GDPR & eIDAS
effort and offers little or no added but lag in interoperability support, Compiant
value, can now be substituted with architecture, user friendliness and
practical and automated procedures, performance.
within which application of digital
signatures is optimally integrated 7. Limited administrative overhead
for the continuous operation of
3. Location and time independence: the system within the organization,
Users can have direct and efficient comparable to that of a medium-
access to the system wherever they sized web site or application.
are without worrying about where
the documents are stored and 8. Low acquisition cost per 84Α Ethn. Antistasis, Halandri, 15231
where the application is installed. user coupled with the fact that Athens, Greece
This makes Docutracks ideal for Docutracks delivers immediate Τel: +30 2106717060
organizations that have facilities improvement of performance Fax: +30 2106717061
in several buildings in different throughout the organization and
geographic areas, and for those leads to direct and indirect cost 131 Ethn. Antistasis, Kalamaria, 55134
whose nature of work requires them savings when compared to the Thessaloniki, Greece
to be away from their desk for a long conventional procedures that it Τel: +30 2310801822
period of time. substitutes Fax: +30 2310801823

4. Easy search and localization 9. Multiple and user friendly ways 14 Kazantzi Str. & Tsinkia, 30100
of every document of immediate for a system administrator to Agrinio, Greece
concern: Docutracks features customize data and operations Τel: +30 26410 32790
multiple and adaptive ways for within Docutracks such as Fax: +30 2310 801823
indexing and retrieving information the organizational structure,
tailored to the specific needs of responsibilities and roles of the
each organization.

www.dataverse.gr info@dataverse.gr

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