Category Archives: Document Management

Adobe tweaks Document Cloud to unblock Dropbox and make e-signing easier

AdobeAdobe has announced two improvements to document management in the cloud, by making PDF files more manageable in Dropbox and solving one of the snags in electronic document signing.

One billion users of Adobe Acrobat DC and Adobe Acrobat Reader will now be able to edit PDFs as they sit in Dropbox folders, the vendor has announced, as it has worked with Dropbox to simplify the way that PDF files can be edited with Adobe apps.

According to Adobe, the billion mobile devices and desktop computers in the world that have Adobe Acrobat software contain 18 billion PDF files whose functions are limited by Dropbox. The blockage that stopped users from editing those files has now been removed as part of a drive to make Adobe Document Cloud more efficient, the vendor claims.

The improvement was achieved after the two companies integrated their applications and services on mobile devices, desktops and the web, according to Kevin M. Lynch, general manager of Adobe Document Cloud.

Users can now view and edit PDF files stored in their Dropbox Basic, Pro and Dropbox for Business accounts with any changes automatically saved back to Dropbox. Collaboration has also been simplified, Abode claims, as Acrobat DC users can now execute the full range of tasks promised by the application. Editing text on PDF files, organising pages and converting documents to their original format will no longer be hindered by Dropbox environment. Meanwhile, the synchronisation of documents will no longer be restricted by glitches between Adobe and Dropbox operating software.

Adobe has had to adjust as customers have constantly evolved, said Lynch. “Today, mobile has become the rule and people expect to complete work quickly and simply wherever and whenever they need. Our work with Dropbox will help Document Cloud customers be more productive,” said Lynch.

Adobe has also created new options for e-signing in Document Cloud in a bid to make electronic document management easier. New functions include a visual drag-and-drop Workflow Designer, digital signatures (a more advanced secure form of e-signatures) and Enterprise Mobility Management and Signature Capture.

Adobe said it has worked with Workday, Salesforce and Ariba to add e-signing options to their respective HR, sales, procurement and legal systems.

Bryan Lamkin, Adobe digital media’s general manager, promised, “a new level of efficiency”.

Secure File Delivery with an Audit Trail

My Docs Online has enhanced its web-based secure file delivery feature to add additional controls and a comprehensive delivery audit trail.

“We were the first to offer web-based file delivery, back in 1999,” said Stephen Campbell, CEO of My Docs Online, “and we’ve consistently enhanced and expanded our capabilities as user needs have evolved. What we are seeing now is the need for optional controls like passwords, variable expiration limits, and most importantly, a detailed audit trail documenting delivery and the ability to make changes after the fact. No other product offers our range of options coupled with an audit trail.”

In order to offer such a wide range of options without making the feature cumbersome to use, customization controls allow unneeded options to be hidden, allowing a streamlined, custom experience for each user. In addition, group administrators can control defaults and enforce group policies such as requiring passwords or setting a fixed expiration.

The new “Smart Label” feature allows users label a Share, and also save default values like custom comments and expirations for future use. Smart Labels also add more value to the Share Management portion of the product, making it easier to locate, verify and control Shares.

Users also have the option to generate a link they can send themselves, or select email addresses from an address book and let My Docs Online send the email.

The file delivery page displays the customer’s logo, and offers an optional zipped download of all files when there is more than one.

A web API is also available for third-party use.

More details are available in the My Docs Online FAQ.

When Businesses Share Files They Need Control, Tracking and Audit

When My Docs Online, an online file sharing and delivery service with 15 years experience, revamped their Share feature in July, they focused on control, tracking  and audit.

“We’ve been doing this for businesses and professionals for some time,” said CEO Stephen Campbell, “And we know that in addition to ease of use for both sender and recipients, the sender also needs the ability to control, modify, and track delivery.”

The result is the addition of a Share Management tool that lets senders see exactly what transpired on the receiving side, with download logging, IP addresses, and results. The new tool also allows easy cancellation, modification of expiration, addition or change to delivery passwords, and more.

The new release also introduced labels to allow tagging of a Share with a meaningful label, including “Smart Labels” that pre-determine delivery features including a default password, number of days before the delivery expires, and a pre-formatted comment.

“A decade ago all our file deliveries were done with My Docs Online sending an email on the customer’s behalf,” said Campbell. “Now fully 50 per cent of the time customers choose to get a link from us and send it themselves. The label option in part replaces the email address they are no longer including, making it easier to find and track a particular Share.”

Six weeks into the new release, the company has been able to gain some insight into usage patterns:

  • 8 percent of Shares use a delivery password for increased security
  • 59 percent involved a single file, and another third were for between 2 and ten files. Only one in a hundred Shares involved more than 30 files.

More stats and info are available on the My Docs Online blog.

Use a Shared Technology Platform to Reorganize your Digital Media Activities

Digital marketing” is now a familiar term across age groups spending time on online and mobile interfaces. The digital media space can no longer be ignored and companies in varying fields, from pharmaceutical to telecom have started to take it seriously, and invest in it for the long term.

Large companies would need a strong presence in the digital arena. This means that many stakeholders would be involved in handling different kinds of digital media. For example, one agency might be in charge of the website creation and social media content, while another might handle email campaigns and banner ads. Add the technology service provider to this mix, and you could be headed for confusion. It is prudent to address this situation before it gets out of hand.

To implement a collaborative platform for one of its clients in business information services, HCL Tech used the following main 7 components:

Shared Technology Platform

The platform that was implemented had to be common across all the digital agencies and the technology service provider. It would form the foundation of the solution, and had to be capable enough to handle all the common assets, activities and reporting mechanisms.

Common Understanding of Objectives

The big picture is very important in such a collaborative scenario, and each digital agency and technology provider should have an idea of the objective to be achieved. This would help them understand the importance of their individual responsibilities clearly.

Definition of Roles

When multiple stakeholders are involved, the interfaces between them play an important role. This means that a single point of contact should be defined in each digital agency, as well as at the technology service provider and at the client’s end. The team structure within each team should also be uniformly and clearly defined, including special role definitions such as BIS digitization services.

Clear Definition of Responsibilities

In most situations, the final accountability might lie with the client’s business team, but it is important to define a responsibility matrix for all the stakeholders involved. This would help to identify the points of success, as well as to pinpoint any issues at an early stage.

Training Requirements

It is essential that the service provider provides the required training about the platform to the digital agencies, and also is available for guidance after the participants have started using it. Some of the aspects to be covered by the training include features of the platform, storage and access of digital assets, managing information, workflows and reporting mechanisms.

What are Workflows?

A common platform is effective only if used in a collaborative and uniform manner by all the stakeholders. The creation and review of workflows need to be performed by the end users of the platform from the client’s team, but in close discussion with the digital agencies.

Why are Reporting Mechanisms Important?

Reporting is an important step for tracking progress, and requires a common template to be established for use by all agencies.

Why are Reporting Mechanisms Important?

Reporting is an important step for tracking progress, and requires a common template to be established for use by all agencies.

Opting for a shared technology platform at an early stage of digital marketing would improve efficiency and brand image. It would also ensure that your digital marketing campaigns reach the required audience within an optimal period of time.

To know more about the topic please refer to the whitepaper written by HCL Technologies

PowerDMS Expanding in Orlando Aided by City Incentives

PowerDMS, Inc., a cloud-based document management software company, will expand its presence in downtown Orlando, Florida, adding 65 new jobs over the next three years and investing $400,000 into the region. In addition to being awarded a financial incentive from the City of Orlando, PowerDMS recently secured growth equity funding from Ballast Point Ventures and plans to use the investment to augment its sales and marketing team and enhance its technology platform by offering new features to its customer base, which includes law enforcement, public safety, healthcare and retail.

Founded in 2001, the company’s software platform provides “practical tools necessary to organize and manage crucial documents and industry standards, thereby helping organizations maintain compliance with constantly evolving industry accreditation protocols.”

Structured as a software-as-a-service (SaaS) model, PowerDMS combines attributes of Governance and Risk Compliance (GRC) and Enterprise Content Management (ECM) into its software platform, allowing customers to manage risk through living compliance documentation and content.

The application provides tools to organize and manage crucial documents and industry standards, train and test employees, and uphold proof of compliance, thereby helping organizations reduce risk and liability.

“Downtown Orlando is a great location for dynamic tech companies like PowerDMS,” said Orlando Mayor Buddy Dyer, “with a talented labor force, business friendly environment and high quality of life, Orlando has become an ideal site for corporate headquarters looking to expand.”

 

Three App Strategies for Document Collaboration, When To Use Each

When you have a document or file which needs editing or updating by more than one person, in more than one place, controlling the process to avoid the dreaded “intervening update” problem can be a challenge.

In the early days of personal computers the answer was often the “sneakernet”. Create document or file, write to a diskette, put on your Chuck Taylors and walk it to your collaborator, then get it back the same way. Later, LAN technology allowed the file to be placed on a local server and opened across the LAN for editing, with a lock on the file at the server while editing is being performed. When needing to get beyond the local LAN email attachments could be used, or FTP if you had a pre-Web internet connection. Management of “check-in/check-out” and  resolving update conflicts was done by humans, not software.

Sounds like the stone age now, but it beat printing a document and editing with a red pen.

The advent of the Web and its browsers, along with widespread, always-on internet connectivity brought new opportunities for using that connectivity and various software design strategies to support collaboration.

There are three essential design strategies for addressing the problem: pure web app (think Google Drive, née Google Docs),  file syncing (think Dropbox), and local editing with central locking (think MS Office+Web Folders/WebDAV). Each has its pros and cons, and which approach will work for a given task depends on factors like file type, file size, editing feature set, and client platforms supported.

The Pure Web App Approach

A real web app runs in a browser using javascript and (more and more often) HTML5. This approach in theory can support any device that has a modern browser, including tablets and smartphones, as well as Macs, Windows PCs and Chromebooks. Perhaps the premier example of this approach is the applications available in Google Drive. Simple documents, spreadsheets, presentations, and drawings can be created, edited and shared easily. Collaboration is as close to instantaneous as networking technology allows. Documents are always in synch. The first time you co-edit a word processing document with a colleague on the other side of the world, and you see  edits in real time, you should pause for a moment and marvel at how amazing this technology is.

That’s the good. The bad includes:

  • Google buy-in (or buying into some other platform).
  • Limited document/file type support. Although you can now upload and download any type of file to Google Drive, you have to convert to a Google format to edit online. You won’t be editing Quickbooks files, for example.

This is using Google as an example. There are other services using the web app approach. SkyDrive from Microsoft for example, or Quickbooks Online from Intuit. The bottom line is all these online apps have limitations, never mind cost (Quickbooks Online costs between $12.95 to over $70 per month).

The File Synchronization Approach

File synchronization apps like Dropbox work by running applications on all your devices, with a special folder that communicates with their servers to propagate new and updated files to other devices. This works well when the only person involved is you, and you have multiple devices (work desktop, laptop, home PC, and sometimes mobile devices). Another plus is the ability to synchronize a wide variety of file types. Each device that will be used to edit or update a file or document will need the appropriate application installed on the device, and all copies or versions of the aforementioned application must be able to handle the internal format of the particular file. For instance, Quickbooks file formats for Windows and Macs are incompatible.

The typical problem for apps using the file synch approach is lack of “file locking” to keep two people from updating a file at the same time. Some file sync apps attempt to resolve intervening updates but usually with little success.

The Local Editing With Central Locking Approach

Server-based file locking apps keep the file on a central server, and use specialized server plus client applications to do the following each time a file needs to be edited or updated:

  • “Lock” the file on the server to tell other copies of the special client application that the file is “checked out” for update by someone else.
  • Download the file to a client application on a PC, Mac, or other supported platform (usually as a “temp” file).
  • Open the correct application for editing.

After editing the process is reversed:

  • File is saved locally in the temporary location.
  • File is uploaded back to the central server, where it replaces the old copy.
  • The “Lock” is removed so other users can take their turn at editing.

It is also a good idea for this approach to offer a “View Only” or “Read Only” copy of a locked file for others to look at (but not edit).

An early example of this approach is WebDAV (DAV stands for “Distributed Authoring and Versioning”). Microsoft refers to its WebDAV support in Windows as “Web Folders”, and supports locks and editing in Office applications such as Word and Excel. The problem with WebDAV and Web Folders is that virtually no other applications other than Office have implemented support for WebDAV locks.

A more general application that can support almost any file type while also supporting central file locking is available from My Docs Online via their java-based Desktop App. The Desktop App uses a “Lock & Open” to lock the file on the central server, downloads the file to a temporary location on the PC or Mac, and then launches the right application based on the file extension. When the editing session is complete the file is saved and closed locally, and then the user does a “Save & Unlock” in the Desktop App to send the updated file back to the server and release the lock.

The ability to support virtually any file type is a strong benefit of this design.

Potential issues with the approach include “network latency”. The bigger the file the longer it takes to download and open the locked copy, or sent it back to the server. The use of Java brings support for multiple operating systems, including all versions of Windows or Mac OS X, but does require Java be installed and kept up to date on the machine.

Choosing an App Whose Design Strategy Meets Your Needs

Which approach will work best for you? It depends on particular needs, and you may need more than one solution depending on particular file types or business processes involved.

If you and all your collaborators already have Google accounts, and if the goal is collaboration on a reasonably basic document or spreadsheet, it’s hard to beat Google Drive. If you mostly use Office, then SkyDrive might be a good fit, and so on. Consider a two-step approach, where, as an example, you use Google Drive to do the early drafts of a document when collaboration needs are heaviest, and then export to a more powerful desktop application for final production.

If your collaboration needs don’t require editing by multiple people, but mostly involve pushing updated versions of files and documents for viewing and reviewing, then a file synchronization app like Dropbox could work well.

If you are using specific file types like Quickbooks, CAD, as well as Excel, Word, or OpenOffice formats, and you need to let multiple people in multiple locations edit without fear of wiping out the edits of a colleague, consider an application like the My Docs Online Desktop App.

Bitrix24 Collaboration for SMBs Update Supports Online Document Creation, Sharing

Bitrix has released a new version of Bitrix24, its free enterprise social network and collaboration suite for small businesses. The new release allows users to create, edit and collaborate on documents online, without having MS Office suite installed on their personal computers.

In addition to using Bitrix24 instant messenger for video and group chats, users now have access to video conferencing and screen sharing capabilities. Email connectors to MS Exchange, Outlook, Gmail, AOL, Yahoo!, iCloud and other popular e-mail services have been added to enable e-mail access from Bitrix24 accounts.

Activity Stream has been enhanced with real time updates, smart forwarding, notification options and company-wide announcements, while engagement analytics module (Company Pulse) has been added to provide real time indicators for enterprise social network adoption, identify roadblocks and slow adopters, and show which intranet tools are currently being (under)used by employees.

Bitrix24 has also released a fully functional mobile CRM, which allows creation or editing of CRM entries and invoices directly from the mobile device. The new mobile app also allows using multiple Bitrix24 accounts from a single smartphone or tablet.

“2013 has been a year of significant growth for us, – said Bitrix24 CEO Dmitry Valyanov, – we’ve signed up 90,000 companies, which is well over 500,000 users for the cloud and onsite versions of Bitrix24 intranet. Our workforce grew by 40% to over 130 employees and we opened three new sales and support offices. GooglePlay now lists Bitrix24 among the top 5 mobile intranet apps, along with or surpassing such established enterprise social brands as Jive Software, IBM Connection, VMWare SocialCast and TIBCO Tibbr. We hope to have a million users by the end of the year.”

Bitrix24 is 100% free to any company or organization with up to 12 employees. Bitrix24 paid cloud plans are priced at $99/mo (50 GB) and $199/mo (100 GB), and both come with unlimited users.

Zoho Docs Desktop App Get Two-Way File Sync

Zoho today announced it has added Zoho Docs for Desktop, adding two-way file synchronization capability to Zoho Docs, the company’s online document management application with integrated online office suite. Zoho Docs users can now synchronize files on their local Windows, Mac and Linux desktop and laptop computers with the cloud as well as sync their cloud files with their local computers.

“Making user’s files available at all locations is an important feature of a document management system. We are happy to offer two-way file synchronization capability to Windows, Mac and Linux users,” said Raju Vegesna, Zoho evangelist. “Zoho users now get a powerful two-way file synchronization capability combined with expanded storage options and a tightly integrated online office suite, making this a unique offering for businesses.”

Zoho Docs for Desktop allows users to sync their Zoho Docs files and folders to Windows, Mac or Linux laptop or desktop computers. Users can sync all files and folders or pick specific folders to sync. With the sync folder in place on authorized computers, users will have the files available both in the Zoho Docs cloud folder as well as on their computers at the same time.

Inforama Updates Document Production and Automation Platform

Inforama has released the latest version of its Cloud Document Production and Automation Platform which includes a number of new features and enhancements. Inforama is delivered as a SaaS application that allows users to manage their projects in the cloud and switch seamlessly between public cloud, private cloud and on-premise solutions. With Inforama, users can manage their projects and templates in the browser-based studio and generate documents via the Inforama API.

Version 3.0 includes a number of new features including the ability to produce Open Office letters from templates while inserting custom data fields, text blocks and images. Also included are enhancements to document packs where output formats can be specified and background files can be applied to generated documents. A 30 day free trial is available at http://www.inforama.com