Tuesday, March 19, 2019 you are here :Offerings»Document Management


The Portfolio Document Library module provides your organization with a secure, state-of-the-art document management system. Specify exactly who can see, edit, add or approve content, document by document. Build complex folder structures and categorize to reflect your document management needs. Index the contents so users can easily find them. Allow users to edit documents online while locking the file for others.

  • Easily publish documents online for Sunshine Law-compliant access and retention scheduling.
  • Secure access to data requires only a web browser - no software to install and update!
  • Find documents quickly using indexed search and categories.
  • Control viewing/editing permissions and versions.
Access & Version Control
Tightly control who may access which documents and how they are updated using comprehensive security permissions and version controls.
  • Easily define who may view, edit, update, or approve documents.
  • Files are obfuscated and stored in a way that makes it impossible for them to be downloaded directly.
  • Specify how many versions of a document must be preserved before they are overwritten.
  • Older versions are automatically deleted upon upload of a new version.
Regulatory Compliance
Ensure compliance with Sunshine Laws easily by publishing and distributing required documents, such as agendas, minutes and financials online.
  • Save costs by distributing documents electronically.
  • Reduce workload by providing self-service access to records.
  • Security, notification and display controls make document easy to access.
Automated Notification
Keep up-to-date on changes to all of your important documents with ease, using the Document Library's automated notifications and RSS feeds. Know immediately when documents have been edited, updated or need approval.
  • Subscribe to documents to be notified via email of changes.
  • Specify which email goes to whom upon which 'action'.
  • Use the RSS feed for a 'What's New' list from your document library.
  • Only items that are syndicated are displayed and can be restricted by category.
Flexible Display
Show a set of documents through one display in a Document Library instance on your site and show the same set through another display on another page in your site.
  • Manage your documents using the full folder display, then display them to the public in a simplified, download-only display.
  • Automatically display different types of documents, such as minutes, financials, etc. in different areas of your site.
  • Edit displays using a simple text editor.

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