SAP DMS OVERVIEW

FeaturesCapture

•Scanning, OCR, Indexing, Barcode, Imaging•Upload File•Create File online

Document Lifecycle•New File, Check-in, Check-out, Publish•Archive, Back-up•Version control

Access control•Read, Write, Update, Full-control•User, Group, Role and Meta-data based access•Repository, Folder and Document Level access control

Meta-data Management•Meta-data Form builder, Any type of data-type•Link meta-data to external Databases and applications

FeaturesIndexing

•Manual Indexing using Meta-data fields•Automatic document content indexing•Automatic indexing using OCR fields

Search•Free-text search in document content•Meta-data searchDocument viewer•Multi-format viewer•Annotation capabilities•Document comparison

Digital Rights Management•Permit/Disable Print, Save, Cut-Copy-Paste•Password protect, Watermark, Header/Footer, Banner•Set view expiry date

FeaturesStore

•User-defined hierarchy•Multiple Repositories•Meta-data storage

Collaboration•Add / View Comments•Annotations and Markup•Distribution and Subscription

Workflow•Serial and Parallel workflow support•Built-in alerts and escalation•Workflow monitoring and status reporting

Audit Logs•Audit logs of all actions•Filtered by document or user by date

FeaturesIntegrations

•Desktop Integration –Use DMS from within Windows Explorer•MS Office Integration –Use DMS from within Word, Excel,PowerPoint

•Email Integration –Outlook plug-in to archive emails into theDMS directly from Outlook

•WebDAV Integration –WebDAV based client tool for DMSaccess

ERP Integration•Integrates easily with SAP•Integrate with any external application using Web Services, API or custom pages

Document Scanning

Directory Browsing

Browsing Customizable document hierarchy, Support for any typeof file

Uploading Documents

Uploading documents

Documents Properties

Properties Version Control, Security, Audit Logs, Approvals

Security

Folder and Document security

Content Search

Content Search

Meta-Data Search

Meta-data search

SAP UtilitiesDocument Enable SAP

Documents related to any SAP transactions can be directly made available to the user while viewing the transaction screen in SAP. Not only can documents be viewed, but documents can be added from the SAP transaction screen also. This allows users to instantly view documents without leaving the SAP screen.DMS document enables SAP by placing a DMS AppConnect icon on the Title bar of the SAP client. No changes in SAP are required for doing this. The AppConnect icon can be configured to include menus which allow users to take document related actions.

SAP UtilitiesViewing documents is as simple as clicking on the 'View Documents' menu item in the AppConnect icon. This action triggers the reading of key fields on the SAP screen, quering the DMS Document Management system with these key index fields and retrieving documents that match this search criteria. Uploading documents from the AppConnect icon automatically extracts key field data from the SAP screen and uses them as index fields for the uploaded document.

SAP Utilities

SAP UtilitiesIllustrated exampleUser navigates to the PA20 screen, and chooses an employee record•The DMS AppConnect menu displays options to view or add HR documents Uploaded documents automatically use the Employee number as the index field View document option automatically searches for documents related to this employee number currently displayed in SAP

What can I use this for?•View/Add HR documents related to employee records from the HR transaction screens•View/Add Engineering Drawings and related documents from the MM screens•View supplier invoices from the SAP Invoice transaction screen•View product related documents like FMEA, Process Diagram or Control Plan while within SAP•Link to Quality documents like Quality Manual, SOP or Work Instructions from the SAP interface•View Legal Contracts and Agreements from within the SAP transaction screens

THANK YOU