Unlock the power of automation with eDOCS Assist

Thousands of eDOCS users worldwide use eDOCS Assist to automate document processes and tasks.

Discover how eDOCS Assist can support your expanding business requirements.

Boost productivity in eDOCS with automated workflows

Save valuable time automating repetitive tasks and manual processes in eDOCS with

TaskAutomation for eDOCS is a powerful add-on to eDOCS, enabling users and admins to create workflows for automating manual and repetitive eDOCS related tasks.

You are welcome to schedule a time for a demo with us, or learn more about the solution below.

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What is OpenText eDOCS Assist?

eDOCS Assist is a powerful workflow and task automation add-on for OpenText eDOCS that enables the automation of processes related to one or multiple documents.
With eDOCS Assist, users can start a variety of workflows directly from eDOCS InfoCenter, saving a significant amount of time compared to manual processing.
eDOCS Assist integrates with common digital signature providers, such as Signicat, DocuSign and AdobeSign, enabling users to sign documents directly from eDOCS InfoCenter.

Processes automated with Assist

Human Resources

Enable your HR department to drive crucial processes as on- and offboarding - directly from their eDOCS UI. Add a digital signatur step, and the process is automated

Contract Management

Set the due date and follow-up date on your contracts, and experience how eDOCS Assist ensures you never miss a due date again.

Retention & Archive

Are you storing unauthorized data, or is your server just cluttered? eDOCS Assist can help maintain a clean and organized database, ensuring you comply with governing policies and expectations.

Content Creation

Using a form, input from end-users, or other sources, eDOCS Assist is capable of generating documents for you.

By adding a document template (Word), Assist will automatically complete the document, ensuring you save both time and money while allowing you to concentrate on your priorities.

Metadata Changes

eDOCS Assist is closely connected to your eDOCS profile forms and can modify all the metadata you require through a streamlined process.

For example, if you wish to assign a new document owner, Assist can accomplish this seamlessly during the workflow.

Set Document Status

Have you ever considered whether you can automate the "Publish" and/or "Read-Only" actions in eDOCS? Now you can!

Create a procedure for your end-users while you and your team focus on the next version. All directly through eDOCS Assist.

Update Security

A fundamental cornerstone of eDOCS is the extensive security that can be applied at the document level. With eDOCS Assist, you can modify security settings throughout the process. Want the security of a document to change upon process completion? That's possible, right out of the box!

Sign documents

eDOCS Assist features seamless 2-way integration with DocuSign. Initiate an signing admission directly from eDOCS InfoCenter, send it to DocuSign, and choose the signers.

Once completed, eDOCS Assist ensures the signed document and the certificate are securely saved in your eDOCS repository. Convenient and secure.

Be creative! Build your own

As an administrator, you can create and customize workflows in the designer. It's straightforward to learn and simple to use. Some technical eDOCS skills will be beneficial along the way.

Want to tailor workflows to different user groups or roles? As an admin, you can do this and much more. You can even perform workflow versioning.

Monitor your Pending Tasks

When you are assigned a task, eDOCS InfoCenter will automatically update the workspace "Pending Tasks". Never lose control of what you need to do and what others expect from you. Even if you receive a task as part of a role, eDOCS Assist will notify you through InfoCenter.

Click the link, and the task with all the information is provided directly to you.

In addition you will also receive e-mail notifications which also enables you to perform the tasks on the go.

Meny

Implementing a retention policy in eDOCS is crucial for legal compliance, data security, and efficient storage management. It helps prevent data breaches by limiting document retention and manages storage by removing outdated files. eDOCS Assist automates this process, enhancing organization and productivity while reducing costs and risks associated with obsolete information.

eDOCS Assist will significantly improve your on- and offboarding processes:

For onboarding, eDOCS Assist can automate document production, task assignments, document management, and training, ensuring all necessary steps are completed efficiently.
For offboarding, it handles access revocation, exit documentation, and asset management, ensuring a secure and organized departure process. Additionally, eDOCS Assist enhances compliance and record-keeping by maintaining detailed audit trails and enforcing company policies consistently.

HR - Onboarding

Approval - Review and approve

OpenText eDOCS Assist automates the Red-Line-Markup process for technical drawings by enabling a faster, paperless approval process. Documents are sent electronically for approval, with real-time notifications enhancing efficiency and transparency. Essential profile fields track progress and ensure accountability. The streamlined process speeds up the approval cycle and keeps stakeholders informed, improving productivity and accuracy.

Approval - Red Line Markup

Frequently Asked Questions

Does eDOCS Assist work with both InfoCenter and Extensions?

Yes, indeed! It functions optimally with InfoCenter, as they have a consistent appearance and interface. Additionally, the predefined workspaces offer significantly more to the user. In DM Extensions, we will offer the ability to initiate a task from the right-click menu.

Can we create our own workflows?

Yes you can - and we hope you will! Administrators can create both simple and more complex workflows

Is it possible to add documents from disk to a workflow?

Certainly, end users can be allowed to upload documents to eDOCS Assist as part of a step. Additionally, eDOCS Assist offers the capability to save these documents to eDOCS during the workflow, complete with predefined metadata.

What about security (SSO + MFA) and access on handheld devices?

Exposing eDOCS Assist through Azure is safe and increases accessability as it leverages robust security features like single sign-on (SSO) and multi-factor authentication (MFA), while ensuring seamless integration and management across various platforms.

Can I delegate a task?

A workflow can be set up to allow a user to directly assign a task to another individual or to a group of users (role).

Don´t take our word for it

See who else is using eDOCS InfoCenter Tech

This solution is a critical part of our document management process, and we are very satisfied. Contesto understands our needs, and have provided a solution with 80% shelf ware and 20% tailoring.

Odfjell Drilling AS

Kjetil Andreas Laasby, CIO

Contesto have been a trusted supplier for years, and with the new InfoCenter solution, both our tech and admin personell have a modern interface for managing documents and information assets.

Seadrill

Jason Batters, CIO

eDOCS InfoCenter Tech is a solution used by some of the biggest brands in the business:

We help businesses with intelligent information management - implementing best practices to integrate people, processes, information, and technology to achieve digital transformation.

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Contact information

International

Håvard Wilhelmsen Degnes
Director Global Sales & Program Manager
+47 90 55 42 00
havard@contesto.no

Norway (HQ)

Stokkamyrveien 13
4313 Sandnes / Norway

post@contesto.no
+47 45 20 70 00