Document Management

Transforms document management to digital

With Jamio business document management becomes automated

Jamio's Plus

The cloud solution for digitizing documents and document processes

The Jamio platform has a Document Management component with which it implements all the functionalities of a Document Management System (DMS), allowing it to model objects such as Documents, Files, Volumes.

Thanks also to the numerous Document Automation features, Jamio enables the building of all kinds of business cases related to document management issues, thus enabling the total digitization of document flows.

With Jamio it is therefore possible to manage the lifecycle, versioning and revision, classification and indexing, collation, protocoling, access and permissions and sharing of a document, simple and complex searches. In addition, thanks to the components of Human Task Management e Process Management of Jamio, it is possible to:

Build complex document management workflows with approval or processing/sorting/distribution cycles
Realize document automation
Apply electronic signature (simple or Advanced)
Applying digital preservation in accordance with regulations

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Imagine document processes and build them without programming codes

Discover the no-code

Jamio's Plus

Model document workflows with Jamio

Any process that involves creating, editing,storing, sharing and distributing documents can benefit from effective, automated document management to reduce errors, time and costs associated with manual document management. Here are some examples of document processes that can be modeled using Jamio's no-code approach:

Purchasing or supply processes-Providefor the management of the lifecycle of an order: templates, subscriptions, requests for quotations, contracts, supplier evaluation etc;

Personnel management processes-Relate to the management of an employment contract: bargaining, signing, distribution of payroll, vacation and leave requests, creation and distribution of work safety and training documents, etc;

Quality management processes-Provide for the lifecycle management of the company's quality-related documents, such as quality manuals, standard operating procedures, audit reports, nonconformity reports, corrective and preventive actions etc;

Project management processes-They deal with the lifecycle management of documents related to the planning,execution, and monitoring of the company's projects, with delivery documentation, risk reports, and control of deadlines and statuses;

Technical support processes-Thedocuments related to the technical assistance provided to the company’s customers are managed, such as the intervention reports, the intervention sheets, the customer evaluation and the documents related to the guarantees and maintenance contracts;

and many others.....

Drop out Paper and Go Full Digital
Save time and money
Track the lifecycle of documents
Decide on roles and permissions to manage specific documents

Jamio's Plus

Simplified management of your documents

THE DOCUMENT.

A Document in Jamio is not a simple file, but a more complete structure, customizable with specific metadata, that can contain not only files but also relationships with other documents or forms in the platform(e.g., a contract with a price list, or the Privacy Policy) or external resources(e.g., a link to a website). It is also possible to create links between different documents or versions of documents, ensuring access to the most up-to-date version or the one chosen when the document is being processed.

A typical example of a Document is a contract template consisting of multiple annexes, each annex has its own life cycle, all of which is assembled into a single Document undergoing overall versioning.

In its lifecycle a Jamio document can be: Created, Read, Put into Editing, Published, Deleted; additional elements are managed beyond the basic CRUD mode (create, read, update, and delete).

FASCICULATION

Jamio allows documents to be aggregated into Fascicles, which should not be viewed as simple collection folders, but as business entities with a specific lifecycle and metadata. Fascicles can contain documents related to the same transaction or subject area and can be organized in a navigable hierarchical structure. In addition, Fascicles can contain other Fascicles, allowing for an additional level of organization. With Jamio, you can create, close, reopen, move, and delete Fascicles and related documents efficiently and easily.

ACCESS TO DOCUMENTS

In Jamio, document and list access permissions can be defined in design time through authorization schemes. Permission schemes define access control lists (ACLs) on the various entities that specify which users can use them and what operations they can perform on it. Additional permissions, called authorization scenarios and distribution lists, can be associated with these.

ACLs can be assigned to different elements of the organization. Thus, you can define in the design phase which office, role, group is authorized to manage the CRUD functionality of a modeled document, but also define such permissions on the individual document at run time, for example, this document is seen by the head of the one who created it.