Author Archives: Blogger

Securing Your Documents with docAssist

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Filed under Automated Workflow, Content Management, Document Management, Information Security, Paperless/Document Management, SaaS

docAssist offers many ways for organizations to secure their documents through secure content management. In today’s world documents are usually sitting in file cabinets and can be accessed by anyone.

When someone leaves some sensitive documents at their desk when they go home anyone can read them.

Do you have a thumb drive with sensitive documents that you need to review at home? If you lose that drive or leave it lying around those documents are vulnerable.

This is where the docAssist security mechanisms come into play.

Document Level Security

With docAssist you can control access to documents based on their type. For example if your finance department is using docAssist they should only be seeing documents that they need access to. By restricting access to other document types users in finance wouldn’t even know that human resources or marketing are storing documents as well. docAssist’s robust security allows you to control actions that they user can take with each document. You can restrict e-mailing, downloading, and printing of documents based on the type. Control of your business is the beauty of document management.

Cabinet & Folder Security

If an organization needs to split up documents based on departments or locations, cabinet & folder security is what they need. docAssist lets you configure easy to use cabinets and folders that can house documents for a certain department, division, or location.

This is a great fit for organizations that have multiple locations. You can easily separate all of the documents per location using email inboxes. This ensures that one location cannot see documents from another location. docAssist even allows the sharing of documents between locations if necessary. This is all easily configured from a centralized administrator dashboard.

docAssist allows you to have instant insight into all of the processes going on in your business, and it also allows you to restrict how much insight others may have. Look into content management for your business and feel secure in managing your documents.

Content management can also revolutionize your company’s workflow. See how automated workflow can help you.

Secure Document Management

Integration: A necessity that doesn’t need to be painful

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Filed under Cloud Computing, Document Management, Integration

Almost all CRM and accounting solutions today are expected to integrate with each other. This not only reduces the amount of work that staff has to perform to complete transactions, it also creates integrity in that data does not need to be duplicated throughout all of the disparate systems. Now, this all is easier said than done and there are several reasons why. Integrating systems from different vendors generally becomes not a only a painful process but a costly one.

In addition, when time comes to upgrade any of those integrated systems will they continue to play communicate with each other? What costs are involved to upgrade the integration or in worst case scenarios does it have to be rewritten all together? Due to all of these factors, in a lot of cases, cost becomes the prohibitive factor in setting up or maintaining integrated systems.

docAssist has several integration technologies that redefine integration. Our technologies are “non-invasive” which means we do not require any changes or customizations to your applications. This translates into a model that requires NO upfront costs or maintenance costs to maintain the integration. The result is a solution that extends your existing systems with a robust, web-based document management solution.

There are lots of document management solutions on the market that either don’t integrate or require extensive programming and customizations to configure with your systems. Using a document management system that is not “tied” into your systems will create a “silo effect” which will cause your staff to perform twice the amount of work when indexing and searching for documents. Why would you sacrifice any of the efficiencies gained of a document management system that either does’nt integrate or is cost prohibitive to when you dont need to? If there were no barriers to integrate your systems then you would say that it becomes a necessity –but with docAssist it won’t be painful.

Cost Savings of Document Management in the Cloud

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Filed under Cloud Computing, Document Management, Paperless Workplace

Have you ever considered the cost savings associated with hosted document management solution? Here are a few items that are often overlooked when considering costs for a new solution:

Before you even talk about software we need to discuss some hardware and licensing costs.

A quick spec for an entry level server to house a document management system that is scalable enough to grow in the future would cost at least a $3,500.

So now you have a server that needs an operating system on it. Let’s add some licensing costs for that.

Now that you have the server you will need a database for the document management system to use. A Microsoft SQL license will range anywhere from $5,000 to $20,000.

You’ve setup your hardware (or paid someone to) and need to purchase some software. With traditional installed software you need to pay the sticker price plus maintenance fees (20% these days) that entitle you to upgrades and customer support each year. Without maintenance you are on your own for any support issues that may come up. You also won’t get any upgrades to fix those nasty bugs in the software.

So you chose a server and software. You think everything is ready…right? Wrong. It’s time to install that software. With an average implementation time of 2-4 weeks you are looking at a heavy consulting bill. Once that software is configured you will most likely pay someone to apply those upgrades and bug fixes that are available for you. You can also add some costs for user training to show users how to use your new software.

Need to access those documents from outside the office or share them between locations? You could always setup more servers and VPN connections between offices. Again, more costs that are often overlooked.

Don’t forget to backup those documents! You will need some additional hardware to take care of that and you can also pay someone to take all those backups off site.

So how does the cloud remedy these issues?

No hardware or licensing costs.

Since docAssist is delivered across the internet its accessible right from your existing computers. There are no servers to buy, hardware to setup, or licensing costs. You are always on the fastest, latest and greatest hardware. You never worry about hardware failing or becoming outdated.

No installation of software or complicated upgrades.

With docAssist you are always on the latest version. There are no installation CD or DVD discs to install from. All you need is your web browser. When we add a feature everyone can easily access it next time they sign in to their account. There aren’t any fees associated to this. It’s all included with your account.

Quick implementation.

docAssist is easy to use. Most of our customers are up and running in under 2 weeks. If you need help with your account setup we have a team dedicated to understanding your needs and making sure the service works as you expect.

Accesible from anywhere.

docAssist lets you access your documents just using a web browser. Need another location to access certain documents? Just have them login from their location. Need to send a vendor a copy of a document? Just e-mail it right from docAssist. No complicated VPN tunnels to setup. No extra servers to let users access documents remotely.

Your data is safe and backed up.

Your documents are always safe. If you were to experience a disaster at your office you could have the peace of mind of knowing that your documents are safely stored in a remote location that is fully redundant and backed up. You can make cloud based solutions part of any disaster recovery plan. We don’t charge to backup your data. Our job is to keep your data safe.

No hidden costs.

You only pay one cost. Your annual fee includes the service, training, unlimited support, and upgrades.

A cloud based solution lets you leverage advanced functionality at an affordable cost. It lets you focus on your business rather than worrying about all these technology issues, support & updates,  and costs.

We’re hiring! In our Miami Lakes, FL office

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Filed under Careers, Job Openings

docAssist is looking for some new members to join our team. If you’re interested in joining our team in any of the following positions please click the links below to read the full job description. You can apply via LinkedIn or emailing resumes directly to us.

Director, Business Development at docAssist

Online Marketing Associate at docAssist

Please send all resumes to jobs@docassist.com

Hope to hear from you soon!

Web site tools

Introducing the Small Business Edition

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Filed under News

In 2002 docAssist released the first version of a web based document management solution for mid-sized to large businesses. Since then docAssist has been helping organizations all around the world by taking their processes paperless and creating more efficient work environments. However, there are a few questions we keep hearing from some customers…

“Do you have something more basic?”

“Do you have a more cost efficient product?”

“I don’t need 5 users, can I purchase a single user account?”

The answer is now yes, introducing the docAssist Small Business Edition.

What does it do?

This docAssist edition provides small organizations and individuals with an affordable way to organize paper and electronic documents without the complex feature set that larger enterprise organizations require. Now you can easily:

  • Scan documents & store files
  • Securely access your documents from anywhere
  • Instantly locate your documents
  • Share documents with my customers and people outside of your account

We’ve found that these are the core areas that smaller organizations and individuals want to focus on. We’ve decided to offer an affordable to satisfy the market.

How much does it cost?

Plans start at $19/month. That includes your first 3 users. No hidden fees. That means you don’t pay any hidden costs for setup or storage. That’s right, store as many documents as you need to. Never worry about how much space is left on that external hard drive anymore! If you need additional users they are $4/month. That’s document management for pennies a day.

How do I get started?

You can try the docAssist Small Business Edition free for 30 days. No credit card, no contract to sign. You can get started in 60 seconds.

Learn more about the docAssist Small Business Edition

Holiday Support Hours

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Filed under Support

The docAssist offices will be closed on November 24 & 25th in celebration of the holidays.

If you need assistance with anything please open a support case. Phone support will be unavailable during this period. If you have an urgent matter please leave a voice mail. Urgent cases will be handled by our support staff.

Regular support hours will resume on Monday, December 28.

Have a Safe & Happy Holiday!

-The docAssist Support Team

Thanksgiving Holiday Support

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Filed under Support

The docAssist offices will be closed on November 26 & 27th in celebration of the Thanksgiving holiday. There will be limited staff available to respond to support tickets. If your request is urgent, please stress this in the subject line of your message.

There will be staff available to address urgent issues.

Happy Holidays!

What is the paperless office?

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Filed under Paperless/Document Management

There is a common misunderstanding regarding what the paperless office is all about. Most people think that this means an organization will have absolutely no paper once a solution is implemented. This couldn’t be further from the truth. There’s also a huge intimidation factor when organizations think about going paperless and implementing a document management system. The truth is document management should be easy. For years organizations have been talking about the paperless office. This “office of the future” would have so much digital automation that paper would be unnecessary. When the personal computer was introduced to the consumer market this seemed like it might be a reality one day. Here is the reality:

Paper is not going away. It’s going to be around for a long, long time.

Paper isn’t a bad thing. There are many situations where it makes sense to handle physical paper. For instance when reading a book most people prefer to read a printed book rather than on a small digital reader such as the Kindle from Amazon. This is the most efficient way to read a book or newspaper. Not many people want to read hundreds of pages from a digital screen.

The true paperless office is a solution that gets rid of the inefficiencies associated with the manual processing of documents. When an organization is manually processing documents like invoices, purchase orders, check runs, and service work orders there is a natural percentage of error that occurs while routing these documents.

  • Loss of documents – when manually routing invoices for approval you will lose documents. Organizations and their employees have many things going on at once and sometimes documents just get buried with other paperwork and never surface again.
  • Slow processing times – When documents are not easily available for review when someone is ready to work on them your processing times suffer.
  • No business visibility – Since documents are not stored in a central location you have no idea where they are in your business process. Looking for a specific invoice that needs to get paid? Good luck finding it.

So you might think, “We are scanning our documents and storing them in a share on our network, we are paperless!”

You might be “paperless” but you are still inefficient. Storing documents on a share brings its own set of problems:

  • Conflicting versions – A share is not ideal for creating a document and all its revisions. If users are emailing these documents to other individuals for approval how do you know they are always looking at the latest version?
  • Security – Securing your network shares requires IT staff and maintenance. Most of the time everyone can just see the entire share.
  • Backup – Your data is as good as it’s redundancy. As your repository grows backups become more cumbersome and take longer. If you backups are not being verified then how do you know they will work when you need them?

The paperless office gets rid of all the inefficiencies that cost you time and money. When your organization begins to electronically process documents you gain a number of efficiencies.

Never lose a document again. Since all your documents are housed in a central repository all your users are working off of the latest version and the documents never get lost. When a user is ready to work on documents they are always ready. This means increased productivity for all your users. No more waiting for a document. It’s always ready.

Need to know where a specific document is and why it’s taking longer than expected to go through your organization? Easy.

Need to access the current version of a document and compare it to previous versions? Easy.

Security is simple once you move towards an electronic management system.

Backup. This is where the SaaS model that docAssist provides comes in handy. We backup your data every day, multiple times actually. Your data is always safe.

Can you completely rid your organization of all paper by using docAssist? Sure. Is it a reality? Probably not, its not practical. The real paperless office takes those repetitive manual processes that consume an organization and streamline them so that an organization can focus on its core business rather than chase down paperwork.

Mail in the cloud….

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Filed under Uncategorized

They say practice what you preach. At docAssist we preach about the efficiencies and benefits of cloud computing. For those that haven’t gotten caught up with the lingo, cloud computing allows organizations to access web based applications through the internet. Cloud computing brings solutions to organizations at an affordable cost minus all the headaches and costs involved with traditional software. As our organization grew, the management of our internal exchange server became significant. In addition managing spam was becoming increasingly challenging to control. We had many options including purchasing a spam appliance or additional software. The conclusion however would have been more to manage and higher costs. After evaluating the Google Apps cloud solution we quickly realized that not only would our overall management costs be a fraction of what was being spent to manage our mail solution, but we would only have to make a minimal investment going forward. The end result was a smooth transition allowing us to no longer maintain an exchange environment and no need to invest further in a spam solution. All in all, our overall savings has been reduced by over 4000%. Yes thats four-thousand and not a typo! Since cloud computing has become the most efficient and cost effective way to deploy applications its no secret that Google Apps has over 2 million customers in less than 2 years.

Let me finish that for you…

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Filed under New Feature

Over the last few weeks we have been coming up with new ways to make docAssist even easier to use. One of the features that we got tons of requests for was auto completing attributes when categorizing a document. We are proud to announce that we have added that functionality to all docAssist accounts. Some users may have noticed this change a few days ago when we began to roll it out. Now auto complete is available for everyone!

Now entering the first character of an attribute will show the suggestions. Keep typing for better suggestions in a large list.

Here’s how it works:

Whenever you save a document and supply a few attributes docAssist “learns” about these new values. Next time you are entering a common value like a vendor or customer name, docAssist will automatically suggest anything that matches what you are typing. You will get suggestions based on the value you are entering. So don’t worry if you are entering a vendor name you won’t get a suggestion for an invoice number. We take care of all the work. This all happens automatically. This leads to a few efficiencies:

  • Reduction in time indexing a document
  • Reduction in data entry errors
  • Standardization of data across your account

So stay tuned. This is just a small sampling of the many features we will soon be releasing. Please let us know what you think about the new changes.