GoldVision Software announces more innovation in managing ALL your business information through your database system. Our latest release v6.8.3 [free to v6 customers!] adds new features and improvements to our already extensive list of Enterprise Content Management capabilities, and is compatible with all versions of GoldMine 5.x - 9.x. Keep all your files as organized as the other information in your database!
With its extensive and intuitive features, GoldVisionPro is also the fastest way to find any file you need on your system, making all your employees more productive, even those who don't use GoldMine! Here are highlights of the new features added in v6.8.3:
AUTOMATED FOLDERS AND FILE NAMES
Our new front-end features added to GoldVisionPro's Intelli-Processing capabilities make it easy for System Administrators to automatically create custom folder structures and filenames as files are stored. Folder and file names can be defined to use combinations of:
- value(s) retrieved from GoldMine fields, auto-re-formatted by Administrator criteria;
- dates in a variety of customizable formats;
- specific named categories/descriptions;
- added to default drive-locations or stored to specific Drive or UNC paths;
- added to existing filenames or completely replace the name;
- allow prompting th e user to verify or modify-on-the-fly, as needed.
In addition to using these new capabilities for default storage settings, GoldVisionPro's Title Lists can be configured to automatically create a different custom folder and filename for each document specification, transparently, as part of the normal Document Title selection process. This is particulalrly useful for companies with specific Compliance requirements for their file storage.
Additionally, you can guide your users through an efficient and automatable process with the customizable Link Setup Sequence feature. Administrators can define the order of user-entry of information, automatically displaying selection windows, prompting for info specific to each document type, bypassing un-needed items, automatically linking the file and streamlining the storage process.
PLUS all the features previously announced in v6.8.1, including:
GoldVisionPro is still the best and easiest way to correctly store files in your GoldMine system, expanding your database into a comprehensive managed corporate library. Even store all your files on the web, and access them through GoldVisionPro from any location.
Auto-create GoldMine Pending Items [Appointment, Call, Event, Next Action, To Do, or Other] based on GoldVisionPro Intelli-Entry custom items. Automate follow-ups as you store any document. This is an expansion of our Intelli-Tracking Workflows Tool Set, making it simple to auto-add reminders or other items whenever your store a document.
GoldVisionPro now retrieves files stored in Projects and Opportunities as easily as other stored files. And when storing a file with GoldVisionPro, the Project or Opportunity ID can be stored in a normal Link record, making it easy to associate normal link files with any Project or Opportunity.
INTEGRATED CUSTOM RECORD VALUES
For companies with specific coding needs, GoldVisionPro now provides customizable History, User and Date items. Expand your integrated processing with custom History codes for specific document types, that enable triggering related GoldMine processes for those codes. Assign a document to a different UserID than the document processor. Select a specific meaningful date to be assigned to the document link. Values can be user-selected or pre-configured based on the Document Title selection.
PATH LISTS - INTELLI-PATHING FOR EASY SELECTION
You don't have to be a mind-reader to be "Intelli-Path--ic"! Our new Path Lists let Administrators configure "aliases" for file storage locations to simplify and clarify user selection. Naming can be more intuitive and understandable [e.g., "All Restricted-Access Files" or "All Image, Fax or Picture Files" or "The Boss's Personal Files". Aliases also allow reassigning actual storage locations without user interaction by simply reassigning the alias.
Need to re-assign your files to a different Contact? Make new individual Contacts from sub-contacts and re-organize your files to the new records? GoldVisionPro makes it easy to select a list of links and automatically re-assign them to any Contact. Or add them to a new Contact as well as the original Contact.
IMPROVED INTELLI-SEARCH and Drill-Down SubSearch
- Easily incorporate drop-down search-criteria-lists for user-ease.
- Quickly remove unwanted link-types from your search results.
- Sort your results by a single row-value in Notes.
- Easily categorize your Intelli-Entry+ items into expandable/collapsible groups for easier user-selection.
- Use master-lists of all items, then display only designated items from the list for different specific entry needs.
- Easily create inter-dependent indexing-items, so that changes in one reset the values in the others.
MORE BATCH PROCESSING CAPABILITIES
- Rename machine-generated filenames using the Document Title.
- Purge unwanted links.
- Search file-folders for duplicate link entries
For more information on GoldVision, contact Wizard Systems.