Online File Sharing, Management and Collaboration

KnowledgeTree makes it easy to share and manage documents across the office or across the globe with file organization and collaboration features:

• Use a familiar file and folder structure to organize your documents into folders and build folder trees that reflect how your organization works
• Let internal and external colleagues know about a document in KnowledgeTree via email by including a link to the document, or attaching the document to the email
• Tag documents with terms that your colleagues will see as a tag cloud on their dashboard for an immediate visual indication of your organization’s activities
• Control document versions with checkin/checkout functions, document locking, version history and content comparison
• Mount KnowledgeTree as a web-drive using WebDAV

Secure Access

Know that your data is safe and that documents can only be accessed by the people authorized to see them:

• Assign users to groups and roles and provide them with access to folders
• Control permissions such as create, read, write at a granular level
• Make a folder public and publish it to the world, or lock it for access to only a small group of users
• Allow organizations units to have certain administrative rights
• Integrate with Microsoft® Active Directory and LDAP for consistent access control
• All accesses to KnowledgeTree are encrypted with SSL

Search and Preview

Always find what you’re looking for with full text searching and integrated file viewing:

• Preview documents online without having software installed on your desktop
• Page through a document, or zoom in on a specific part of a page
• Search the full-text contents of documents, their metadata properties, or both
• Build an advanced search that queries document attributes including author information, workflow state, and modification information
• Save queries for later use, either to find documents or for management reporting purposes

Workflow and Document Alerts

Streamline business processes with document-centric workflows that keep everyone informed and involved:

• Automatically generate new folder hierarchies with pre-built templates
• Set up state-based workflows with unlimited branches
• Use automatic triggers for document actions
• Set time-based notifications on individual documents or document classes
• Assign workflow tasks based on groups, roles or individual users
• Generate workflow reports for auditing and compliance
• Chain multiple workflows together or automatically copy and move documents on designated workflow states.

Powerful Desktop Tools

Powerful cross-platform tools for Microsoft Windows, Mac OS X and Linux let you do the following — all from your desktop:

• Drag and drop documents from your desktop into KnowledgeTree
• Add or edit document properties
• Search and retrieve existing documents
• View a feed of all document activity

Microsoft Office Integration

Seamless integration with Microsoft Office lets you do the following — all from within Microsoft Word, Excel, PowerPoint and Outlook:

• Search for documents in KnowledgeTree
• Open them for editing, and then save them back to KnowledgeTree
• Create a new document and add it to KnowledgeTree, complete with metadata properties
• Save Outlook emails and their attachments to KnowledgeTree
• Attach a KnowledgeTree document to an email

Configuration and Branding

KnowledgeTree becomes even more useful with the addition of familiar folder structures, branding and configurable dashboards:

• Customize the user interface with brand identity

Scanning and Capture

Transform inefficient paper shuffling into document-centric business processes by integrating KnowledgeTree with your scanning and capture applications:

• Use plugins for best-of-breed scanning and capture systems such as Kofax® Capture and CAPSYS® Capture
• Create Hot Folders for importing documents and their metadata from existing applications, fax servers, and scanners
• Automatically route documents through workflow and approval processes; use notifications to speed action

Document Auditing and Electronic Signatures

Ensure that you’re in compliance with applicable regulations around documents and related processes:

• View complete document revision history and compare versions
• Capture user comments when they edit and update documents
• Generate audit trail reports that show actions and user activity
• Configure the electronic signature capability to capture reasons for actions
• Lock documents permanently to preserve their current state

Integration and Interoperability

KnowledgeTree interoperates with other systems through Web Services APIs and the use of open standards:

• Integrate with KnowledgeTree using its REST and SOAP Web Service APIs
• Use the OpenSearch interface so that search results generated within KnowledgeTree can be used by other applications