RuleDesigner allows to acquire and archive files and documents in any formats. The acquisition can take place by a single document or in a massive way with subsequent classification.  It is possible to define the acquisition sources to automatically import and schedule documents. Stored documents can also take place directly through other applications or web services.

It is possible to create documents starting from template by parameterizing the attribute within the documents.

Each document archived can be classified based on configurable specifications “document classes”. Documents can be related to different entities managed by RuleDesigner, such as companies, people, products, projects, serial number, offers and orders…)

For each category, it is possible to define security levels to determine people/groups enabled for access or modification, they will be inherited by all the documents of this category. It is possible to specify custom securities for each single document.

Possibility to define classification attributes for each kind of document. The dynamic and configurable properties can be connected to each other, defining their relations with a rule-based logic.

The module allows to organize archived documents in virtual folders. The documents in the folder can be imported by the file system with a simple drag & drop, dragging individual documents or the entire folder into the file. The creation of new documents (text, calculus papers or presentations), can take place starting from a custom model.

One of the main aspects of tracking information is linked to mail management. As a matter of fact the most important communication and exchange of documents take place via mail. RuleDesigner is able to track and intercept all sent/received emails, to check their content and to store them as a document. It happens without having to change mail server or client.

For each category of document it is possible to define a specific approval process and levels of intermediate authorization up to the distribution and the sharing. The approval requests are notified in real time to the interested people, able to act on the mobility of the workflow.

The sharing of documents can take place with single company collaborators or groups based on roles and functions. Sharing can take place also with external users (of the company) based on their classification (customers, suppliers or reseller), who can view all the related documentation by accessing to dedicated portals.

The processed documents can be automatically assigned by the system to specific groups of users through  MyHome or the system signalization.

RuleDesigner allows to define the company organization chart with roles and functions by each collaborator, also managing the distribution lists through which notifying changes on documents.

The research on archive documents can take place in different ways: for attributes, free research or for graphical navigation of logic folders. Documents can be quickly individuated through the configuration of research custom profiles. The research results can be displayed as a list grid or as a  preview document.

Documents revision functions are available to track changes over time and it makes possible to consult all the document revisions and the details of  the actions made by the users on the document itself.

The integration with Microsoft Office allows to create and edit your documents directly from Word or Excel environments by executing archives or extractions with optimization functions in  file transfer.

For each document all the actions are tracked for each revisions from both internal and external users (consulting, editing or revision).

Possibility to insert annotations in documents and use integrated chat tools to start contextualized discussion thread.

The classification allows to organize documents in thematic gadgets to be used to compose customized user pages.

Possibility to activate synchronizations with business applications to purchase, update or delate documents by sharing them in one single integrated and updated portal in real time.

Through an environment dedicated to the project management, it is possible to coordinate activities of a team work to create technical folders or other documents that require the participation of more business functions.

By integrating the repository with the projects and orders management, it is possible to provide a fast and secure consultation of the document heritage, achieving a drastic reduction of lead and release time of the official document (Product requirements, Project Specifications, Work package) in an integrated mode to the management of the collaborative process.

The repository integration with the PLM management allows to gather and share all the product documents along its life-cycle with the collaborators or with the company stakeholders.

The configuration processes can be applied to the repository for the automatic generation of technical files, catalogues or price lists in a standard and homogeneous mode. RuleDesigner Configurator can produce documents in many output formats (Microsoft Office, Adobe InDesign, pdf and html) and archive them automatically in the document management.