E-Document Manager

Whether in electronic or physical format a record is a record is a record and the records and information management lifecycle is the same. Records teams need to be able to identify, find, track, and determine the correct way to handle each asset. 

Unfortunately, electronic and physical records are often managed in multiple systems that do not communicate with each other. This approach makes it difficult for organizations to manage their records program and leaves them open for legal challenges. 

The E-Document Manager feature of InSight makes it easy to manage both electronic and physical records from one system. The E-Document Manager enables users to add electronic assets into the InSight RIM database or create links to documents that are housed on a shared network drive.

Benefits of E-Document Manager

  • Add electronic assets directly to the InSight database
  • Link records to electronic assets that reside on a network drive
  • Allow InSight users to access electronic files from their workstations
  • Run built-in audit trail reports to track users accessing physical and electronic records
  • Apply correct classification and retention schedules across all assets
  • Assign appropriate security levels for electronic assets
  • Integrate with scanning devices to improve workflow
Manage Electronic and Physical Records from One Program

Software Configuration

  • InSight RIM™ Software
  • InSight E-Document Manager
  • InSight Integration with Microsoft SQL Server 2016+

Did You Know?

You can store almost any type of electronic record into InSight with the E-Document Manager.

Common file types include:
  • PDFs
  • Tiffs
  • Jpegs
  • Word Docs
  • Excel Spreadsheets
  • Outlook Emails

Ready for a Demo?

Call us at 713.869.8756, email InSight@iniinc.com or fill out this form to contact us for a demo.