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Transactional Content Management is all about matching a specific document with a specific user at the moment that document is needed to advance or complete a process (e.g. AP processing an invoice). When document management was paper-centric, transactional document management required the user and the paper document to be in proximity to one another. For example, offices used to be designed so that essential documents were within arm’s reach of the user. This slow system worked well for a time until technology destroyed that paradigm.

Workflow

Out-of-the-box workflow in most line-of-business (LOB) applications typically routes from person to person with minimal processing options or approval levels. While this works for simple processes or small departments, production level workflows that mirror real-life are often much too complex for LOB workflow applications to handle.

To address this gap, Content360° significantly expands the flexibility and power of simple LOB workflows. Content360° can automatically read data elements within a PDF such as invoice numbers, student ID numbers, purchase orders codes, or invoice amounts. Once these elements are read the document can be classified and routed to a specific person or department along with the scheduled prompts to ensure that specific actions will be performed on time with the correct document. This workflow can be initiated automatically.

Content360° allows users to access their open items list, their next steps, and all supporting documents in a single workflow window. Web parts show in-line task completion status, which means users spend more time on their work and less time sorting through different systems to find information or determine where they are in the process.

Content360° is built on top of OnBase and allows easy configuration for quick deployment with a familiar user interface.

By aligning critical content with core processes, companies can track, expedite, and interlink information streams throughout the enterprise. Content360° provides:

• Solutions for managing enterprise or departmental processes
• Point-and-click configuration for rapid deployment
• Usable, efficient rules processor
• Point and click line-of-business integration
• Load balancing
• Simultaneous notification
• Automatic criteria calculation
• Reporting tools
• VB and API integration paths

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