The ecm4u Filing Module enables automated, uniform filing of documents by defining rules, without any programming knowledge! To meet the individual expectations of each user, the same document can be stored multiple times in different directories.
The filing system is configured using various rules. These rules are based on the metadata of the document or on data from external sources. Even complicated filing logic can be easily configured. If the existing options are not sufficient, scripts with individual logic can be integrated.
The rule-based filing evaluates the metadata of the document in order to automatically store it in a structured way. The example shows the filing of a document in the context of a business partner.
Alfresco does not provide support for filing automation out of the box. The ecm4u Filing module closes this gap by providing a simple to use configuration to define a unified filing plan. This filing plan can be defined completely without programming knowledge.
The user's individual filing expectations can be taken into account by filing a document in multiple, different locations. Since multiple filing is implemented using Alfresco's association mechanism, disadvantages by real copies, such as increased memory requirements and different document versions, could be avoided.
Different storage rules are defined in the storage plan. These rules can apply to different combinations of type, aspects and properties of a document. Each rule defines a primary storage path for the document. In addition, other optional storage paths can be defined. Virtual copies are stored in these optional directories (also supported by ecm4u's Smart Links module).
All paths can be either statically defined or dynamically built using placeholders. This way, uniform filing structures are created purely based on the metadata of a document. If a part of the filing path is required in several rules or filing paths, it can be extracted as a segment and reused. With the help of these segments, properties can optionally also be set on the associated directories.
Several options are available as placeholders:
The license allows installation on a production Alfresco repository with up to 2,000 registered users, a standby, test and development system.
The purchase price includes one year of software maintenance (updates) and support on the module via ecm4u support. After one year, 20% of the list price per year will be charged.
If you would like to test the module: Please do not hesitate to contact us!