Embelied within BP Logix workflow software is a highly collaborative, intuitive, web-based content management system. It provides the functionality an organization needs to manage and secure documents and digital content, supporting users in all stages of the document lifecycle. The software provides business users with a powerful and easy way to manage, distribute, locate, and review documents. During the review and approval processes, corporate users can be assured of secure access to shared documents stored in the BP Logix database.
Process Director provides a central place to share, review, approve and manage documents and digital content. Documents can be automatically converted to PDF for collaborative review using Adobe Acrobat annotations. Advanced multi-media content annotation features are also available through Process Director's direct integration with ConceptShare.
- Complete document history and version control
- Version control for your documents and files
- Check-in / check-out for document integrity
- Document templates to ensure consistent formats
- Supports all document and file formats (e.g., Microsoft Office, Adobe PDF, image files, etc.)
Process Director can automatically manipulate and create documents as part of your workflow processes. Various document transformation capabilities include variable substitution in MS Word documents (e.g. Contract creation and review processes) and the ability to extract XLS data by cell or named range (CAPEX processing using an XLS file).
Process Director provides data transformation capabilities that allow data and files to be converted to various formats. The PDF conversion functions are integrated into the workflow software allowing snapshots of eForms and/or documents to be converted to PDF at different points in the process. Approved workflow requests can automatically create a single PDF file for archive that contains the eForms and all document attachments. The resulting PDF file(s) can be stored in Process Director's content management system, emailed, saved to a network file system, or “pushed” to another application.
With the PDF transformation component you can:
- Create PDF archives/snapshots of electronic forms (eForms) after approval
- Automatically convert electronic documents to PDF
- Merge PDF documents into a single PDF file
- Create “pixel-perfect” printable renditions of eForms in PDF format (e.g. government forms)
- Provide a web viewable rendition of any document
Process Director's flexible and easy to set up metadata schema enables you to categorize and label documents, eForms, and digital content. A hierarchical taxonomy offers business users the ability to structure content in the way that makes the most sense for their organization, making information more secure and easier to locate.
Process Director provides advanced searching functions. Find information using structured or unstructured searches. Search for objects using data collected on a form, metadata, workflow information and full text search (FTS) of documents. Any information collected during a process can be used as part of a search filter, including dates, approvers, submitters, form field data, document names, etc.