X-Plans

•Documentum XPlan is a powerful tool that enhances the capabilities of the Documentum ECM platform by providing advanced project planning, document management, and workflow automation features.

•It is ideal for organizations that need to manage complex projects and workflows, ensuring efficient resource utilization, improved collaboration, and compliance with industry regulations.

Features

  • Content organizationCaptures content from a range of devices, such as scanners or mobile phones, directly into a destination folder or team workspace and uses built-in features to auto-classify and add metadata to documents.
  • Easy document creation and editingAllows users to drag-and-drop new documents or versions from the desktop and author or co-edit in Microsoft 365 while managing the document lifecycle in the Extended ECM repository.
  • Instant searchEnables local or enterprise-wide full-text or natural language querying with a sharable search results overview and preconfigured search forms for roles or teams.
  • Business WorkspacesProvides fast access to pertinent information in a simple-to-digest view and allows users to organize content, data, people and tasks related to a project, case or goal.
  • Simple and intuitive UIProvides a customizable, role-based home screen with quick access to recently accessed content, workflow assignments, favorites and business workspaces and presents business-critical information in visual reports and dashboards.
  • Information securityEnables up to nine permission levels and a detailed audit trail on documents, folders or workspaces for granular access control in compliance with corporate policies.

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