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Pre-Imaging Services

Onsite Document Purging and Packing
Document Pickup

 
 
 
Post-Imaging Options

Store the Originals in CRM's Warehouse
Securely Destroy the Originals
Return the Originals to You


eRecords
Online Document Management System


Our Online Electronic Content Management System is a true Enterprise-class SaaS application (Software as a Service) available to you today. There is no need for hardware, software, or training investments. It is housed in a SAS 70 Type II Tier III+ Datacenter to maximize uptime and security.
Chicago Records Management is a reseller of Digitech Systems ECM software.
 
 CRM's eRecords can Secure and Manage all documents in your Enterprise!
Imaged Hard Copy
Electronic Files (Word, Excel, PDF, Radiology... Anything!)
Automatic email message and attachment capture and indexing


Not only can eRecords allow you to control who has access to particular documents in your Enterprise, it will also contol 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. (Version history / control)
  • Implement advanced auditing forcing users to document their document interactions
  • Block/hide portions of documents and control who can "unblock" the contents


Make standard business operations easy to execute and easy to manage by electronically routing documents, automatically alert users of pending work assignments, and tracking progress step-by-step using our online application - eRecords.

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eRecords has a built-in document viewer with a variety of functions. These functions are available to users only when the document security policy grants permissions:

  • Print
  • Download
  • Edit Index Fields
  • Annotate
  • Remote Scan
  • Upload
  • Send Document via eMail
Click here to see a screenshot of the document viewer!

Additionally, users can choose to open their documents via Native Applications. For example: If a user uploads a Microsoft Word document to eRecords, he/she can choose to open that document via the Word application. If a change is made, and the document is saved, it is automatically sent to eRecords and the system will (1) note who made the change and (2) assign a new version number to the document. If needed, users with appropriate permissions can "roll back" the document to a previous version.


eRecords’s Records Retention features allow records managers to design policies which schedule automated document retention or destruction.

  • Retention policies set a lock date/time specifying a time before which documents cannot be deleted.
  • Destruction policies set a destruction date/time specifying a time after which documents will be deleted (if not still locked).
  • Destruction policies can also require document reviews prior to scheduling destruction.
  • Document reviews can trigger an email which can optionally include a link to take the recipient directly to the list of documents to be reviewed.
 


With our advanced web application, you can post more than imaged documents to the website. You can upload PDF documents, Word documents, and Excel spreadsheets - just to name a few.

This is very useful if you have electronic files associated with your scanned documents. For example, if you have a spreadsheet associated with a group of scanned invoices, you can upload it directly to the web site and store it within the project created for the other scanned invoices. Most email applications (like Outlook) let you save email messages as individual files. These files, too, can be uploaed and stored in their relevant project folders.

  Let CRM image a sampling of your documents so you can see for yourself the value of this product.

CRM will image and post to their secure web application a sampling of documents you choose. Once completed, you will receive a login and password and instructions on how to access the web application.