dataglobal CS

Web client

Document management, flexible and secure via the web browser

Access to all your data at any time: dataglobal CS web client

Funktionen

dataglobal CS is more than just archiving software – true to the motto “mobile, simple, secure”, this intelligent solution supports you in the digital transformation of your company. Independent of user and location, dataglobal CS collects and archives all business-relevant information and makes it available for digital access.

With the web client, you can now access the mobile version of dataglobal CS via your web browser. This gives you access to all your data at any time, no matter where you are and what device you are using.

Your advantages

Flexible access to dataglobal CS via the web browser

All functions of the desktop version (and a few more)

Modern UI optimized for your browser for perfect usability

Extensive functions for document research and document sharing

Highest security standards for your business documents, even in the web client

Web client: Even more freedom and flexibility with dataglobal CS

The web client offers dataglobal CS users unbeatable advantages. Simple and fast access via the web browser makes a valuable contribution, particularly in the area of remote work: you can access documents and data via the web client from anywhere and with any device. It doesn’t matter which system the data originates from.

The same applies to collaborations. Thanks to the single point of truth, all departments and users can find the latest version of a document in the web client. They can edit and share the documents together. Important notes can also be recorded using dg notes.

Seamless integration into various systems allows users to retrieve, edit and share data and documents from any system in the dataglobal CS Client.

Last but not least, the web client boasts a modern and user-friendly UI, which makes working with dataglobal CS even easier and more intuitive.

Functions of the dataglobal CS web client

Below you can see some of the most important functions of the dataglobal CS web client.

Integration of information
  • dataglobal CS integrates information from applications, from the cloud and directly from employees
  • Various interfaces, e.g. for ERP systems (e.g. SAP, MS Dynamics NAV/BC), SalesForce and many other applications
Direct capture of content
  • Capture documents and other content digitally via drag-and-drop
  • Document capture from paper via scanner using documento Scanning
  • Archiving content directly from Outlook with the Printcom Outlook Add-In
Open in Office / Open in Browser
  • Seamless integration into all Office products (Outlook, Word, Excel, PowerPoint)
  • Archive, research and version documents directly
Efficient search – find quickly instead of searching for a long time
  • Various search functions
    • Indexes
    • Full text search
    • Faceted search
    • Dynamic search
  • With the e-file, you use dynamic hierarchies: Your results are displayed in the form of a tree structure and offer quick and easy document access
Collaborations
  • Joint editing of shared documents
  • Versioning function
  • Comments and annotations on the document
  • Subscribing to documents and e-files with notification
Easy sharing of documents and folders as attachments
  • Sharing documents and folders via link
  • Created link refers to the current version of a document or an electronic file
  • Depending on the link option selected, you can also give external partners access to the archived objects
  • Two-factor authentication when sharing your document publicly
Automated deadline management
  • Once your documents have been deposited, the corresponding deadlines are calculated automatically
  • You will be informed as soon as a deadline is due
Workflow management
  • Digitization and automation of business processes, such as checking incoming invoices, submitting vacation requests and many other processes
  • Increased efficiency in your company, as recurring business processes can be handled automatically

An insight into the web client

Home page

If you call up the web client via your browser, you will be taken to the clearly laid out start page. Here you have a complete overview: You can see your recently opened documents, your favorites, saved queries, checked-out documents, recently archived documents and your e-mail notifications.

Two entries in the hierarchy list

You can choose between two views for the hierarchy list: the list view or groupings.

Search within the web client

The web client offers various search options. These include the search via stamp or full text, the faceted search and the search via the e-file (dynamic hierarchy).

The facet search

The faceted search is perfect for filtering particularly large hit lists. This allows you to find the documents you need quickly and reliably, even in complex databases.

The hit list

As part of your search, you can conveniently scroll through the hit list with a direct view of the document in the preview window.

Working with documents within the web client

Display documents in the preview window, use the full text search and highlighting in the document as well as the annotation function.

Share documents

Sharing your documents is also no problem in the web client. You decide whether your document or folder is shared as an email attachment, as a private link within the organization or as a public link with two-factor authentication.

Other printcom functions for you

printcom documento

documento is a scalable and workflow-based process management solution for creating, controlling and distributing your documents to different output media:

  • There is a growing selection of different workflow plug-ins available, e.g. for printing, archiving, franking, signing or electronic dispatch (e.g. e-mail or IncaMail)
  • Integrated form recognition for audit-proof archiving in accordance with legal requirements

printcom Outlook Add-In

The Outlook add-in offers an efficient solution for archiving individual e-mails:

  • Applicable for both incoming and outgoing messages
  • Flexible selection of which parts of the e-mail are to be archived: Body, attachments or both
  • Automatic archiving possible when sending an e-mail
  • Conversion of known file types from the attachment (xlsx, docx, bmp, etc.) to PDF

Digital signature

The digital signature confirms the authenticity, integrity and forgery protection of a document or message.

  • Time saving: processes that take days or weeks by post can be implemented in the shortest possible time
  • Legally binding: E-signatures are legally recognized and offer the same binding force as handwritten signatures.
  • Traceability: Complete tracking and documentation of the signing process.
  • User-friendliness: Easy handling and integration into existing systems.
  • Broad acceptance and legal validity thanks to eIDAS (EU) and ZertES (CH)

Capture metadata

Convenient input of metadata for document archiving with the help of printcom documento:

  • Data sources such as SQL, Oracle, Excel or web services can be used for data input
  • Validation of entered data to ensure accuracy and consistency of indexing
  • Possibility to define mandatory fields to ensure that important information is not missing

Scanning

The documento Scanning product offers a powerful solution for scanning and document processing:

  • OCR capabilities to increase efficiency and extract data
  • Various optimizations for better quality of scanned documents:
  • Automatic lean angle correction
  • Automatic edge removal
  • Removal of holes and lines
  • Batch scanning with separator sheets for batch processing
  • Connection of scanners via TWAIN driver for seamless scanning and importing

Separator sheet creation

The creation of separator sheets via documento offers a user-friendly solution:

  • Displaying a separator sheet preview
  • Creating divider sheets is quick and efficient
  • Use of different data sources (SQL, Excel, etc.) is possible
  • Validation and plausibility check of the entries
  • The process utilizes all the advantages of metadata capture via documento

Interested in our solution?