Q-Action® Enterprise Document Management is your digital foundation to securely store, manage, and access all your enterprise documents, both electronic and physical, from anywhere.

One of the most important concerns organizations face is security.  Securing your confidential documentation lowers your risk against data loss, unauthorized access, and lawsuits.  Without a centralized repository accessible from anywhere, enforcing policies and promoting effective collaboration becomes even more challenging.  Having multiple locations along with staff working from home and other remote locations magnifies these issues.

Secure and scale enterprise wide

Secure all your documents to ensure the right people have access to the right information.  You have the flexibility to secure documents by groups and positions within your organization, and when organization structure does not reflect the way work gets done, you can secure documents by your own functional working groups.  Roles also allow you to designate certain people with advanced privileges like administering users and groups, managing tasks, and designing business processes.  

System audit trails provide you proof of compliance and operational integrity by capturing all events like document views, changes, and deletions as well as capturing all changes to metadata and who made the changes.

Access from anywhere based on how you do business

Using your favorite web browser, find the necessary documents based on how you do business.  Since Q-Action® allows you to define your own unique “business objects” for storing documents, your documents are consolidated right where you need them.  For example, if you process loans, you are able to easily see the running record of all documents and activities related to the loan or borrower. If you manage contracts, you are able to see all contract documents and actions in one place within the contract.  This is all accomplished through configuration by your Q-Action® power users.

Q-Action® provides you several different ways to find documents depending on what you are looking for: 

  • Google-like search across all metadata
  • Specific searches by particular metadata, such as customer ID
  • Search Templates for commonly used searches

Collaborate with your team

Collaborating with your team and tracking versions is easy using check out/check-in and automatic versioning.  Revert to an older version anytime. For simultaneous editing, Q-Action® allows you to work directly with content in your preferred online editing tool such as Microsoft Office 365 Online or GSuite.  

Subscriptions allow you to be notified when your team performs any number of potential actions, such as adding a new document in a particular location, checking in a new version of a document, or even viewing a particular version.

Set up reusable document checklists for common activities like expense approvals and new hire onboarding to quickly and easily see what documents you still need before completing your work.

Transition to Q-Action® fast with seamless search across multiple repositories

If you have multiple document repositories and/or large legacy document repositories, Q-Action® provides you a seamless search across all your documents stored in all repositories.  You will access all documents the same way, they appear as if they are stored natively within Q-Action. This works great when moving all of your documents to Q-Action® is not feasible within your desired time frame.  Simply get started using Q-Action® right away even while we migrate your documents out of other repositories. Your end-users will see no impact as the documents are moved, and when the move is complete you can decommission your previous repository if desired.  

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