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Enterprise Content Management

Securely store digitized records through our in-house Enterprise Content Management (ECM) software. Authorized users will have immediate access to manage their content via our web-based portal with the peace of mind that their information is safely backed up in our state-of-the-art data center.

Digitizing Documents

CRM has the unique ability to work with a wide array of file types and sizes. We ensure that all scanned documents have high quality readability and color consistency.

Accessing Your Data

Sign in at any time via our web-based portal to securely access your digitized records. Utilize the search bar to assist you in finding a specific file.

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Enhancing Workplace Efficiency

Gone are the days of wasting time looking through a filing cabinet. CRM’s document management software makes securely accessing data easy, allowing you to complete tasks quickly and efficiently.

Off-Site Back-up

Our temperature-controlled, on-site data center allows peace of mind that your information will be safe and secure throughout its lifecycle.

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The ECM Product

Our in-house Enterprise Content Management (ECM) software allows you to securely access your documents at any time through our web-based portal.

  • View digitized documents in real-time

  • Check-in and check out records; add notes and updates to the record

  • Provide duplicate records per request

  • Strict security guidelines for specified users & permissions

  • Optical Character Recognition (OCR) for Keyword Searchability.

Implement Document-level Security

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Not only can CRM’s ECM allow you to control who has access to particular documents in your enterprise, it will also control who can modify documents as well.

✓ Control all aspects of document interaction: who can read, print, download, edit, etc.

✓ Audit who has made changes to a document, and roll-back undo modifications

✓ Implementing advanced auditing forcing users to document their document interactions

✓ Block/hide portions of documents and control who can unblock the contents

The Components of a Digital Document Management System

What to Expect

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icon of documents being uploaded to secure cloud storage
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3. Store: Connect your data in a secure cloud storage repository, such as a content management system.

4. Preserve: Data is backed-up and preserved for long-term use.

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5. Deliver: Users are provided with data, when they need it.

2. Manage: Index and manage information so it can be easily found and used.

1. Capture: Digitally capture your documents