Records Management: Configurability
FileTrail provides intuitive configuration tools giving you the power to change your system as business needs change.
|Classification|| Adapts to reflect your organization, records categories, and media you want to track.
Intelligent linking allows automatic application of retention without requiring user knowledge.
Configuration of office locations provide jurisdictional linkage to your retention schedule.
|Meta Data|| Unlimited number of user-defined fields, re-useable on multiple screens.
Unlimited number of user-defined screens, applicable to multiple classifications.
Variety of configurable properties, including Required?, default, validation, user-defined help, and more.
Validation and synchronization with external data sources ensure high data standards.
|Searching|| Configure and save search and results definitions
Set defaults and filters for the search definition
Assign search definitions to Users and User Groups
Save favorite searches for quick access and on-demand reporting
|Requesting|| Configure custom request screens to collect data needed to provide those services
Configure requests for deliver, pull and hold, pickup, and tasks like scanning, faxing, copying and more
Control requesting by selecting the services each file room and records center provides
Configure service levels and related costs for file rooms, records centers and commercial vendors
|Labeling|| Design black & white and color coded labels
Configure which labels to print for which types of items
Print 3rd-party labeling like TabQuik, ColorBar, Colorflex and NetLabels
|Security|| Control access to functionality by Users and User Groups
Restrict data permissions on Organization, Category and Media by Users and User Groups
Support single-sign-on initiatives using Windows, AD, or form-based authentication