WiseIndex - A document & drawing archiving solution

WiseIndex is a latest document and drawing archiving solution designed for enterprises. Enterprises can store their digital documents in WiseIndex and free themselves from the clutter. WiseIndex archives documents and also manages revision lifecycle of documents. WiseIndex offers security to your document archive. You must have proper authentication to access anything in WiseIndex. The central storage of the documents are encrypted. So no one outside WiseIndex systems can access them. WiseIndex can be fully customized to fit your company requirements. It also exposes a REST API which be integrated with different applications. WiseIndex also comes integrated with our very own HTML document viewer CSPanorama. Every user of WiseIndex enjoys the host of powerful features of CSPanorama viewer like viewing files from any device, annotations, document navigation and many more absolutely free.

Why choose WiseIndex?

The average executive wastes six weeks annually searching
for important documents lost in among the clutter.

- Wall Street Journal

Your enterprise has its trove of documents. They are the source of your intellectual property and edge in the business. We create large number of documents of various typesevery day for our regular work.It requires several applications and processes to store and maintain these valuable assets.In todays distributed and fast paced work environment, it has become an absolute necessity to have a proper document archiving solution for your enterprise. How quickly you or your team can find the exact version of a particular document you need at this instant is in fact a measure of your productivity. WiseIndex offers a practical and cost effective solution to your document chaos.

  • Be more productive with a paperless digital office

    Your enterprise has its source of documents. They are the source of your intellectual property and edge in the business. We create large number of documents & drawings of various types every day for our regular work. It requires several applications and processes to store and maintain these valuable assets. How quickly you or your team can find the exact version of a particular document you need at this instant is in fact a measure of your productivity.

  • A solution that merges with your company’s structure

    In todays distributed and fast paced work environment, it has become an absolute necessity to have a proper document archiving solution for your enterprise. WiseIndex does not force you to change the way your company is setup. WiseIndex access rules can be adjusted accordingly so it fits to your company structure.

  • A Secure document archiving solution

    It is not enough to just have a central archive for your documents & drawings. WiseIndex stores everything securely in the server. You cannot access anything in WiseIndex without proper authentication. The files can also be kept encrypted while on the server. Every action performed by users of WiseIndex is automatically logged, and can be reviewed for a complete audit trail. Not only can you define who can access which files but also how much access the user enjoys on the file.

  • Find every changes made to a document

    WiseIndex stores every revision made to a file in its archive. You can review historic changes against every document through WiseIndex. WiseIndex lets you know exactly when the revision was made by whom, and what are the changes made to the document.

  • Compatible with allfile formats

    WiseIndex supports all types of documents. WiseIndex alsocomes integrated with CSoft’s very own HTML Viewer that is able to show all scanned drawings and raster images, pdf files, and CAD files like dwg, dxf and dgn files from any devices.

  • Assign tasks to users and associate files with the tasks

    You can assign tasks against the users in WiseIndex, and associate one or multiple files with the task. This helps plan and monitor the activity of users against a document and give you more control over your daily work through the document archiving solution.

  • Access your files from anywhere

    WiseIndex lets you view your files from any device like desktops, laptops, mobiles or tablets with the help of the HTML Viewer CSPanorama that comes with WiseIndex. So you can access them from anywhere. Not only you can view the files, you can annotate on them, add comments and do much more. You can become truly mobile while your document is kept secured in your central storage.

Features


Search Files in Seconds


WiseIndex includes many intuitive searching features so that you can find all your documents and drawings within seconds. WiseIndex incorporates a powerful search engine which lets you search the content of the files as well as custom meta-data search on all types of documents. You can drill down your search by adding various criteria Filter custom fields. Use your queries for quick search, or store them for regular-use in future. Share saved searches with your teammate for collaboration. Group multiple files together to navigate from one to the others. You can also use tagsto quickly find the documents you are looking for. The search engine also provides you with suggestions on your search query.

search files in WiseIndex

Check-In and Check-Out Files


You can now ensure that you are working with the latest version of the files, and conflict management on different versions of a file is now a thing of past. The file is automatically checked-out when you or your colleague are working on it. The lock is only removed while the subsequent check-in is performed by the user.

Revision Management


WiseIndex automatically tracks every change made in the archive. Each checked-in file stored as a revision with your custom naming convention. As a user you have option to select whether the revision will be reflected as major or minor change in the document. You can also view a chronological journey of the document in the revision portal.

Revision management in WiseIndex
Audit trail in WiseIndex

Audit Trail


WiseIndex records every action in the archive that takes place by its users. That means you get an instant report on who, when, did what on any document or task in WiseIndex. WiseIndex keeps track of every file that are stored in it.

File Viewer


WiseIndex comes integrated withour own HTML Viewer CSPanorama; which means you can view raster, pdf, Office or even CAD files on any device, even in your mobile phones without any native software. You can search texts in the files, draw annotations on top of files and do much more. For more details, visit CSPanorama.

WiseIndex file viewer
Assign tasks in WiseIndex

Assign Tasks


Create tasks in WiseIndex and assign them to employees in your organization. Track progress of the task and get notification on every update. You can create tasks against files in WiseIndex, or add multiple files against a particular task. You can also track history of tasks, and add comments on tasks.

Custom Role & Access


WiseIndex Lets you define exactly who can view, annotate or download your files. Give users access according to your company guidelines and achieve peace of mind that your digital archive is secure.

Custom role & access in WiseIndex
Generate custom reports in WiseIndex

Generate Custom Reports


Create reports in WiseIndex based on the custom field values. Use existing filters or create your own new queries to represent your data as visual reports. Export them in different formats as well.

Secure Document Storage


We stores your valuable documents in server or network storage. WiseIndex Encrypts all files at rest. With strong AES encryption, you can be sure your files can never be accessed by unauthorized persons.

Want to explore WiseIndex?

Resources

WiseIndex brochure
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