Unlock Seamless Document Management with Exciting New Features in HxGN EAM 12.2

By: Ahmed Salah & Urooj Hussain

In today’s fast-paced business environment, efficient document management is no longer a luxury—it’s a necessity. We’re thrilled to introduce a suite of powerful new features designed to streamline your document workflows, enhance collaboration, and boost overall productivity. Get ready to experience a new level of control and convenience in managing your critical information.

Introducing Enhanced Document Control and Workflow

We understand the importance of secure and organized document handling. That’s why we’ve implemented several key enhancements to give you greater control over your valuable documents.

 

  • Effortless Document Repository Requests: A brand-new screen simplifies the process of initiating requests related to your document repository, making it more intuitive than ever before.
  • Streamlined Approval Processes: Our integrated approval workflow ensures that your documents receive the necessary authorizations quickly and efficiently. With clearly defined statuses like Regular Status Authorization (DRST) and robust Workflow Approval capabilities, you can maintain compliance and keep projects moving forward.

Enhanced Security and Authorization

Protecting sensitive information is paramount. Our new system offers robust document authorization features, allowing you to control who can access critical documents like Engineering Drawings and Prime original Documents.

  • With the DOCUAUTH setting, you can easily enable or disable document authorizations across the system. When ON, the full power of document authorization is at your fingertips, ensuring that only authorized personnel can view and interact with sensitive files.

Stay Informed with Comprehensive History and Previews

Keeping track of your documents and their related information is now easier than ever.

  • Detailed Upload History: Gain complete visibility into your document uploads with the new upload history feature, providing a valuable audit trail and aiding in version control.

  • Intuitive Document Preview Sidebar: Quickly access related information without navigating away from your primary document. The intelligent Document Preview Sidebar, controlled by the RELTDOCS setting, can display additional documents associated with child entities of the selected record, providing crucial context. You can also choose to display only directly associated documents based on your preference.

Boosting Efficiency with User-Friendly Enhancements

We’ve focused on making document management as seamless and efficient as possible with these new additions:

  • Upload Multiple Documents Simultaneously: Save valuable time and effort by uploading multiple documents in a single action.
  • Enhanced Work Order Checklist Document Options: Experience improved capabilities for managing documents related to your work order checklists, ensuring all necessary information is readily available.
  • Convenient Drag and Drop Functionality: Easily upload and manage your documents with intuitive drag-and-drop support.

Tailor Your Experience with Flexible Install Parameters

We understand that every organization has unique needs. That’s why we’ve introduced several install parameters that allow you to customize your document management experience:

  • Document Preview Sidebar (RELTDOCS):
    • ON: Display additional documents related to child entities of the selected record.
    • OFF: Display only documents directly associated with the selected record.

  • Auto-Size (SCALEFIT):
    • ON: Documents will automatically scale to the size of the browser window when viewed.
    • OFF: Documents will not auto-scale when viewed.

  • Document Download or View option (DOCOPEN):
    • ON: The system will attempt to open the document in a new browser window.
    • OFF: Documents will always be downloaded.

Ready to Transform Your Document Management?

These new features represent a significant step forward in providing you with a powerful and user-friendly document management solution. By enhancing control, streamlining workflows, and improving efficiency, we empower your organization to manage information more effectively than ever before.

Key Takeaways:

  • Experience a new level of control over your document repository requests and approval workflows.
  • Benefit from enhanced security with robust document authorization features.
  • Stay informed with comprehensive upload history and an intuitive document preview sidebar.
  • Boost efficiency with the ability to upload multiple documents and utilize convenient drag-and-drop functionality.
  • Customize your experience with flexible install parameters to meet your specific needs.

Explore these exciting new features today and unlock the full potential of your document management processes! Contact us for a demo and discover how our enhanced system can revolutionize the way you handle your critical information.

 

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