PayDox Electronic Document Management and Business Process Management System

The main articles are:

• EDMS (more)
• Business Process Management
• IT Project Management
• SaaS - History. Philosophy. Development drivers

PayDox is an electronic document management and business process management system. Development of Paybot. Since 1999, the company has been creating software based on web technologies for business.

The system is implemented on modern web technologies, in particular AJAX, a corporate portal that uses electronic document management as a tool base with a wide range of functions and expansion and integration capabilities.

The strengths of the platform are used: the means of collective work and control of the passage of documents. All work is organized in a single web interface, including access to the file archive. The system is used both by very large organizations in which one PayDox installation serves 1500 or more geographically distributed users from one server, and by medium and very small companies in which one PayDox installation serves 5 or less users.

Functionality

• PayDox AJAX-BPM - Business Process Management (on AJAX technology)
• PayDox Case Management - Management of tasks and instructions, collective work of employees (on AJAX technology)
• PayDox Catalog - Managing the file directory, providing secure web access to the archive of documents and photos - both from outside and from inside the corporate LAN (using AJAX technology)
• PayDox HelpDesk
• PayDox CRM - Customer and Counterparty Relationship Management
• Electronic approval, approval and control of documents execution
• Creation of resolutions, familiarization of employees with documents, automatic e-mails of notifications and documents, formation of Cases
• Contract Management, DPR, Payment Documents, Budgeting Document Flow
• Maintain the entire document and project history
• Scheduling
• Integration with Microsoft Office and existing enterprise applications
• Create free reporting, use simple standard customization tools for new document types
• Secure work with remote departments of the enterprise through a web browser, e-mail and SMS
• Support of geographically distributed document management for large holding and multifilial structures
• Customer and Counterparty Relationship Management (CRM)
• Easy installation of an electronic document management system for small and medium enterprises
• Support for multilingual interfaces. Currently, the system allows you to choose an interface in languages: Russian, English, Ukrainian, Czech, Hungarian. The system can be quickly localized for any other language and national features of corporate document management.
• Jobs for PayDox can be on iPad and Android tablets

PayDox AJAX-BPM - PayDox Business Process Management

PayDox Case Management

System architecture

The PayDox system has a three-level architecture.

The composition EDMS includes:

• Microsoft SQL Server or Microsoft Access database server
  
• Microsoft Internet Information Services (IIS) web server
  
• client applications - Microsoft, Internet Explorer,; Mozilla Firefox, Apple Safari(Microsoft Office under OpenOffice). Linux

PayDox's flexible architecture makes it easy to integrate with enterprise applications.

System versions

• The PayDox Enterprise version is a fully functional version of the PayDox system that requires SQL Server® DBMSicrosoft to function. PayDox Enterprise allows you to serve several hundred concurrent users using a single computer server.

• PayDox Light is a fully functional version of PayDox that does not require Microsoft SQL Server® installation. This version uses a Microsoft Access® database. The structure of this database is similar to that of the system database for Microsoft SQL Server®. PayDox Light allows you to serve dozens of concurrent users or individual users working outside the office.

• The PayDox Team version is a fully functional version of the PayDox system that allows 5 users with extended rights to work with the system. (Power Users), including those who have system administrator rights, approving rights, approving rights and issuing rights, as well as an unlimited number of users with public rights (Public Users) to get acquainted with publicly available or addressed documents, participate in business processes of the enterprise, work with the corporate file archive, participate in corporate discussions, as well as receive instructions from other employees and receive automatic e-mail notifications from the system about documents and instructions.
  The PayDox Team version is free.

2021: Release of the cloud version of the EDMS - Paydox Cloud

cloudy electronic document management systems Paydox Cloud A free instrumental version has been released software (). Open Source This was announced on July 21, 2021 by the company. Paybot The Paydox Cloud application is designed to support the group work of users from any device - desktop computers and mobile gadgets. More. here

2020

Automation of verification of contract texts and orders for compliance with corporate standards

The PayDox electronic document management and collaboration support system has a function of automated verification of contract texts and orders for compliance with corporate standards. Paybot announced this on November 11, 2020.

The direction "Artificial intelligence for the analysis and preparation of corporate documents" seems to be a very necessary and quite promising direction for development.

The PayDox electronic document management system provides the ability to control the use of the correct corporate document templates and the presence of mandatory sections and paragraphs in the document templates, and also signals discrepancies in the texts of the mandatory paragraphs of the checked document with the contents of the corporate content guide. Various types of contracts require the mandatory presence of standard clauses in the contract texts that protect the interests of the enterprise. The tender documentation shall ensure the inclusion in the terms of the contract with the supplier of mandatory items contained in the conditions of the tender for purchase. The terms and conditions contained in the proposed contracts should not violate the corporate principles of working with such counterparties. Contracts signed by suppliers should not misrepresent previously agreed terms.

The constantly updated and updated corporate reference book of regulatory contexts over time forms a base of corporate knowledge, with which all new documents are checked. The system is constantly trained by the users themselves, who control the "correctness" of enterprise content contexts in the knowledge base.

Using such an accumulated and alienated knowledge base, the EDMS can carry out a meaningful analysis of documents received from outside the company and signal dubious or attention-seeking contexts, as well as help in the development of any corporate documents.

Close integration with document preparation processes allows you to check documents for compliance with corporate standards during their creation or approval in the electronic document management system.

The functionality of checking documents for compliance with corporate standards is included in the free version of the PayDox Team.

Customer and Counterparty Relationship Management

The latest version of the PayDox electronic document management and collaboration management system includes functionality that allows you to quickly manage relationships with customers and counterparties, including the entire history of the creation and exchange of joint documents. Paybot announced this on August 11, 2020.

CRM functionality is included in the free version of the PayDox Team. Read more here.

Modeling, Setting Up, and Executing Business Processes in a Single Visual Web Interface

On July 29, 2020, Paybot announced the next version of PayDox's electronic document management and collaboration management system. The updated functionality of the electronic document management and business process management system allows you to describe business processes in the same way as well as monitor their implementation, as well as monitor the collective work of employees with documents and BP instructions in a single environment.

Modeling, configuration and execution business processes are carried out in a single visual web interface, which allows you to automate typical and create your own business processes without programming in the form of visual flow diagrams, as well as make changes to BP descriptions. Employees work through processes browser from a desktop or computer any mobile device, no additional installation is required on software users' computers.

PayDox AJAX-BPM's BPM functionality is fully integrated with PayDox Case Management's document management and collaboration management functionality.

The integration option allows you to manage the entire set of business process documents, reconciliation and approval sub-processes, as well as monitor the work of employees at all stages of the business unit, assign any number of orders and mark their execution. Business process management and collaboration are complementary to each other and allow you to comprehensively automate both structured, well-established business processes of the enterprise and the daily teamwork of employees.

The entire progress of the business processes is displayed on one screen of the system. In the interactive flowchart, you can observe: the current state of the BP, completed and unfulfilled steps, documents related to execution steps. By clicking on any BP element, you can open/close for viewing the sub-process at branch points, view detailed information on the stage, change the status of the stages, fill out forms, open for viewing and agree on documents, etc.

Decision makers can agree on documents, tasks and make decisions on the further route of the BP. BP participants can add comments and agree documents directly on the BP flowchart on the computer screen or smartphone/.tablet

The functionality of PayDox AJAX-BPM and examples of working corporate business processes are included in the free version of the PayDox Team system.

Management accounting and reporting through integration with MS Excel

On May 18, 2020, Paybot announced the release of the next version of the PayDox electronic document management and collaboration management system, which includes functionality that allows management accounting and reporting through integration with MS Excel.

The main advantage of using MS Excel for management accounting and reporting is flexibility. Advanced users can independently create various report options and quickly adapt them to the current needs of their organization. Tables and graphical diagrams of MS Excel, the use of formulas, allow you to visualize all kinds of customized indicators of the enterprise's activity.

An obvious problem when using MS Excel in the enterprise is the filling of MS Excel tables with up-to-date source information. You have to either enter the data manually, which is a source of errors and additional work, or write a software interface for automatically filling MS Excel tables with data from the corporate information system, which is often a rather laborious work, and also eliminates all the flexibility of using MS Excel - when changing tables, such code has to be rewritten.

The functionality of the PayDox EDMS allows users to create MS Excel tables for management accounting and reporting with the automatic filling of such tables with up-to-date data from primary documents. It is only necessary to use names of document fields from EDMS in calculation formulas in MS Excel tables. By loading such an MS Excel file into the EDMS as a template, you can receive a ready-made management report in the form of an MS Excel file with the current data inserted into it "on the fly" from the EDMS with one click. Any management reporting in this way can be generated by the users themselves and, if necessary, supplemented and improved. The advantage of this approach is the presence of the "drill-down" function - you can click on the indicators generated by the report and get a list of primary documents from which it was obtained in the EDMS. All management reports become verifiable in real time.

Thus, it is possible to make a close integration of the electronic document management system with the management reporting already available at the enterprise on MS Excel tables, fully automating the preparation of such reports. This approach ensures the flexibility and efficiency of the enterprise management accounting and reporting subsystem and allows responsible employees of the enterprise to participate in the development and further adaptation of the process of automation of management reporting to the needs of the enterprise.

The management accounting and reporting functionality is included in the free version of the PayDox Team, which is downloaded and installed in a few minutes, after which it is ready to work.

Manage employee remote work and end-to-end business processes with counterparties

On March 31, 2020, Paybot announced that the PayDox EDMS will provide management of remote work of employees and end-to-end business processes.

PayDox's electronic document management and collaboration management system supports remote teamwork of employees, including geographically distributed, and management of end-to-end business processes with remote connection of enterprise counterparties (suppliers of goods, services, participants in joint projects).

PayDox EDMS is a web application, no additional installation software is required for computers users. Employees work with corporate documents, tasks, business processes files and from browser anywhere from any device (PC//).tabletssmartphones

The PayDox EDMS interface is adapted for mobile devices for iOS, Android, Windows platforms and is optimized so that for all basic operations the number of screen clicks or mouse clicks is minimal. The main functions of the system can be carried out directly from the current list of user documents. Transparent integration with Active Directory Domain Services (AD DS) allows users to enter the EDMS without additional login and password.

The system provides full remote work with any types of documents: incoming and outgoing documents, contracts, ORD (Organizational and Administrative Documentation), memos and memos, applications, payment documents, etc.

Employees, regardless of their location, can quickly create document cards, set up routes, agree, approve, register and familiarize themselves with documents, and managers can monitor their implementation in real time, including using visual analytical reports.

The PayDox Case Management collaboration subsystem allows you to remotely issue instructions with deadlines, monitor the progress of execution and check the work performed, as well as conduct remote discussions with employees on various topics and projects.

The PayDox EDMS provides the ability to connect geographically distributed counterparties of an enterprise located in different regions for various types of information interaction, in particular: informing about the current status of an order or project, forming joint projects, conducting procurement procedures, coordinating contracts and payment documents, organizing meetings and meetings, technical support (HelpDesk) and much more.

Close integration with e-mail allows you to safely work with the system server without using a browser - coordinate and approve documents, add your resolutions and comments to document cards, create orders without having a permanent connection to the corporate computer network on which PayDox is installed. To work, it is enough to be able to receive and send e-mail through any e-mail client available on the device. This allows you to connect external users - partners, counterparties to the system, which can be easily registered in the system directly when they send e-mail notifications with the documents under discussion and automatically receive responses in the system with new versions of documents and answers to questions.

To work remotely in the EDMS, the user just needs to launch the browser on a computer or mobile device, enter the address of the PayDox corporate installation and use all the capabilities of the system.

You can get acquainted with the system directly on the website or download and install a free version of the PayDox Team on your computer.

2019

Automation of Procurement Management

On October 16, 2019, Paybot announced the release of an updated version of the PayDox EDMS, which allows you to automate business procurement processes and ensure effective interaction with suppliers.

According to the company, when creating and coordinating corporate documents, it is necessary to monitor the content of documents in such a way as to ensure that the documents have the necessary sections that comply with the corporate standard for different categories of documents. Various types of contracts require the presence of standard points that protect the interests of the enterprise. The tender documentation shall ensure the inclusion in the text of the supply contract of mandatory clauses with the terms of the tender for purchase.

The updated functionality allows you to monitor the use of the correct purchasing document templates and signal discrepancies in the texts of the required paragraphs of the document being checked. The procurement documentation preparation subsystem allows you to automatically generate document packages based on ready-made document templates for different types of purchases and previously carried out purchases. The required purchase data from the HTML form is automatically inserted into the files of corporate documents "on the fly." This makes the template a ready-to-use working document.

The updated capabilities allow you to automate procurement business processes without labor-intensive system setup and programming, which significantly reduces the time and cost of system implementation and procurement procedures. The entire purchasing process from planning and execution to the conclusion of the supplier contract is controlled by the system, can be easily changed and supplemented during its execution.

To carry out the purchasing process, a case is created in the PayDox EDMS containing all the stages (steps, actions) for the purchasing sub-processes. The case contains tasks and orders with due dates, employee discussions, competitive procedures, HTML forms, purchasing documents. From tasks and orders, you can follow the link to the document cards associated with them. To collect tender documentation, a file directory is connected to the corresponding case task with one click, in which any number of documents in various formats can be stored. After the project is complete, the case, along with the forms and document files, can be saved to the template library and used later to create other purchases.

Approval and approval of related documents (purchase requisitions, minutes of meetings, agendas, contracts, etc.) is carried out using the standard EDMS functionality. Document cards specify the document approval routes, the system automatically routes and monitors the execution of documents. The full approval and approval history is displayed in the document cards. The dynamics of the entire purchasing process is visible on one screen of the system.

Procurement management functionality and a working example of the procurement procedure are included in the free version of the PayDox Team system.

Management of unstructured content of the corporate document in the PayDox EDMS

On September 5, 2019, Paybot announced that the updated version of the PayDox electronic document management and collaboration management system includes functionality for managing unstructured content of corporate documents.

According to the company, the updated functionality allows you to control the use of the correct corporate document templates and the availability of uniform necessary sections and paragraphs in the document templates that comply with the corporate document preparation standard.

To solve this problem, the system maintains a directory of corporate content, which is supplemented with texts from templates of corporate documents (contracts, orders, orders, sets of tender documentation, etc.) and contains correctly drawn up paragraphs, sections and paragraphs for various categories of corporate documents. The directory is filled not manually, but by pressing a button that copies paragraphs from corporate documents to the directory to eliminate manual input errors and save not only text in the directory, but also its formatting. In the process of preparing document templates, the reference book is supplemented, if necessary, the texts contained in it are changed by adding wording directly from the documents.

Such a reference book actually reflects and records corporate knowledge of the correct corporate content and helps in the development of document templates.

This functionality allows you to check any document in MS Word format, including those received from counterparties, for the presence and absence of sections and paragraphs from the corporate content directory in it in order to quickly bring it to the correct form or indicate discrepancies in the texts. In this case, not only paragraphs in the document that fully coincide with the reference book will be found and shown, but also similar texts.

The functionality allows you to perform various actions with the paragraphs of the document: view and compare the text of the paragraph with the reference book; add a reference book paragraph to the document or supplement the reference book with the text of the paragraph from the document; delete the paragraph from the document; Add, view or edit a comment to the paragraph, indicating in which documents and under what conditions it should be used.

You can also view the document in html, make and save changes to the file directly in the browser. The updated functionality for managing unstructured content of corporate documents is included in the free version of the PayDox Team.

Dashboard

The updated version electronic document management systems and collaboration management of PayDox has a personal dashboard. Dashboard The implemented functionality allows you to quickly track documents on one screen that you need to work with this user, as well as visually present current personal statistics in the form of graphic diagrams. The information in the panel is updated automatically. Data panel can be accessed from any device computer(//), the tabletsmartphone company said on June 20, 2019. "Paybot"

Using the Dashboard, employees can receive real-time summary information about the number and status/status of documents they need to work with. By clicking on the Dashboard widget, dynamically generated lists of documents are displayed: Approval, Familiarization, Urgent, New and other customizable on demand.

In the center of the panel is an automatically generated pie chart, which allows you to view statistics on documents related to this user with the creation or execution dates for a certain period. By clicking on the chart section, dynamically generated lists of documents for the period are displayed.

The PayDox dashboard can be easily embedded on the HTML page of the corporate portal to inform users about documents that require their attention. To do this, you just need to place one-line HTML code on the site page.

Dashboard functionality is included in the free version of the PayDox Team. A fully functional version of the PayDox electronic document management and collaboration management system is available on the official website of the system.

Group administration of user access to documents in PayDox EDMS

On March 4, 2019, Paybot announced the release of an update to the PayDox electronic document management and collaboration management system, which includes functionality to automate the creation and processing of requests for access to documents, which significantly speeds up and simplifies the work of users and administrators of EDMS.

According to the company, in the process of working in the document management system, users often need to gain access to a particular document. The updated functionality allows users directly from the EDMS interface to create both text requests in free form, specifying the topic or document numbers manually, and structured requests that allow EDMS administrators to provide access to documents to different groups of users with a couple of clicks.

The mechanism for creating structured requests using administrative reports allows employees to obtain an automatically generated correct list of documents that are not available to them, but are necessary for their work, and send an application for access to the EDMS administrator by simply checking the necessary documents in checkboxes.

The EDMS administrator can provide access to documents to user groups or individual users using administrative reports that automatically generate lists of documents from user requests. These reports show the administrator lists of documents that users have requested access to. The report interface allows you to view documents and grant access to all or only some of them or deny access. The EDMS administrator directly in the report notes in checkboxes the documents to which he decides to grant access and, by clicking one button, provides access to them to a selected group of users.

The entire process of granting access to documents is controlled by the system. Users can monitor the current status of the execution of their requests and add messages to the administrator. All access information is recorded in the document cards.

The updated functionality for administering document access is included in the free version of the PayDox Team.

2018

Visual drag-n-drop Document Negotiation Route Editor

On December 11, 2018, Paybot introduced the next version of the PayDox electronic document management and collaboration system, which includes functionality that allows users and administrators of the electronic document management system to maintain directories of standard document approval routes (orders, contracts, etc.) and use a convenient visual drag-n-drop editor to adjust such routes in accordance with the category of the agreed document.

According to the company, as of December 2018, users have the ability to:

• Select a reconciliation participant from the User Directory and insert this information into the reconciliation route to be created/adjusted.
• Manually or automatically select a preset negotiation route for this document category, containing data on all negotiation participants and the route (parallel, serial, mixed, etc.)
• It is convenient to form a negotiation route by simply dragging and dropping information about the negotiation participants.
• Specify several levels of negotiation − at each level, users can agree the document simultaneously and in parallel, and users of different levels are included in the negotiation sequentially.
• Specify the name of the negotiation route in the document for convenient identification of such routes.
• Specify the deadline for approval at each level of approval in days or even in hours.
• Specify mandatory users who cannot be removed from the negotiation route, or for whom it is forbidden to change the negotiation procedure.
• Indicate in the negotiation route additional information characterizing the passage of the negotiation process (transmitted, delegated, etc.)
• Indicate various signs of the approval mode (suspended, completed, etc.)
• To see in the display of the approval route the current state of approval − which of the agreement participants has already agreed on the document, who is not yet, and who refused to agree.
• Receive information about the approval participants (position, division, photo, etc.) by clicking on the user's name in the approval route.

The updated visual drag-n-drop editor for document reconciliation routes is included in the free version of the PayDox Team.

Contract and Counterparty Management Functionality

On September 12, 2018, Paybot introduced the next version of the PayDox electronic document management and collaboration management system, which included functionality that allows you to quickly manage contracts and counterparties, including keeping long-term records of transactions with counterparties.

As you know, long-term accounting of transactions with counterparties requires maintaining a directory of counterparties, which allows you to take into account changes in the details and other credentials of enterprises with which contracts are concluded. At the same time, it is necessary to keep the entire history of changes in data on counterparties, since information about the counterparty that is relevant both on the date of conclusion of the contract and on the closing date must be linked to the documents. Thus, functionality is required that allows you to keep in the EDMS the entire history of changes in data on enterprises, with which contractual relations are maintained - so that, firstly, information about the counterparty is available in the contract card, relevant for this document, and secondly, all changes to the counterparty's credentials were kept together in chronological order and were available when viewed from any document associated with this counterparty.

The functionality of contract management and long-term accounting of the history of changes in counterparty credentials is also included in the free version of the PayDox Team, which can be downloaded and installed in a few minutes, after which the system is ready for operation.

A fully functional version of the PayDox electronic document management and collaboration management system is available on the official website of the system paydox.ru.

Hierarchical Tag Functionality

In February 2018, Paybot announced that the PayDox electronic document management and collaboration support system implemented the functionality of hierarchical tags for marking documents.

Since each department in the enterprise can have its own preferences for the tag structure, the system can mark up documents with both global tags visible to all employees of the organization and local ones visible only to employees of a particular department. This option allows employees to categorize documents themselves for their subsequent quick search and not clutter documents with information that is unnecessary in another department. Lawyers will see only their tags and carry out a quick search on them, and economists - their own.

The functionality of hierarchical tags makes it possible to group a large number of tags into compact folders so that the user can open the folder from which he needs tags to search for documents at the moment. Such mechanisms made it possible to implement in the PayDox system the means of creating and using flexible directories by users to categorize documents - without programming and without making complex settings.

The PayDox EDMS has expanded the resolution management functionality and includes the task management functionality in the form of the PayDox Case Management subsystem. A case can be imagined as a folder, a "case," in which you can attach everything that relates to this "case" - it can be a project, a contract, etc. A case can contain documents, tasks, orders, files. And it can all be hierarchical. At the same time, the deadlines for the execution of all tasks of the case will be monitored by the system, and the documents of the case can be coordinated, approved and familiarized with them by employees with the recording in the system of the fact of familiarization.

The implementation of ECM capabilities in the PayDox system made it possible to create tools for working with unstructured corporate information within the EDMS, while maintaining all the advantages of document management with its strict rules for processing documents: registration, approval, approval and familiarization with employee documents, Paybot emphasized.

Tag and task management functionality is included in the free, full-featured version of the PayDox Team.

2016

Management of relationships with counterparties in the new version of the PayDox EDMS

In the summer of 2016, an update to the PayDox electronic document management and collaboration management system was released, including the CRM functionality, which allows you to quickly manage current relationships with customers and counterparties. The PayDox EDMS has fully functional management of contracts with customers and suppliers, and the new functionality allows you to effectively ensure the relevance of all documents related to counterparties.

The CRM functionality implemented in PayDox using AJAX and Adaptive Case Management (ACM) technologies is flexible and can be customized to meet customer needs during real-world system operation.

From the system directory of counterparties one click at a time, you can get all the information related to a specific counterparty: all cases (tasks, orders, transactions, messages, events), current documents (letters, contracts, payments, etc.), document files (details, statutory documents, etc.), list of all contact persons. Directly in the list of cases or documents, users can respond to messages, agree documents and transactions, and mark the execution of orders.

Any number of partner document files in different formats can be added to the counterparty master data. The counterparty's card contains a complete history of the downloaded files: the full name of the responsible user, the date and time of download, the names of the documents, the validity dates of the documents, information about the versions of the files with indication of their status (current or archived), comments on the files.

The system allows you to automatically monitor the validity of counterparty documents. Responsible users are sent automatic e-mail notifications about the approaching expiration of documents and about expired documents. Information about overdue and inactive documents is also displayed in the cards of documents related to a specific counterparty. This feature is useful for automatically monitoring the relevance of bundles of statutory documents provided by counterparties (for example, suppliers), which is often required when managing contractual activities.

The built-in report designer allows you to get information about the relevance of counterparty documents. Users with the corresponding rights can independently generate a report containing a list of all expired documents of counterparties with dates of their validity.

The availability of such capabilities makes it possible to make more efficient and efficient work with counterparties and optimize the control of the relevance of supplier documents.

The new functionality is also included in the free version of the PayDox Team.

PayDox EDMS interface adapted for Windows 10 and Microsoft Edge browser

The PayDox EDMS interface is adapted for the use of mobile devices. It is possible to work with the system from all the most common web browsers used in mobile devices. The main functions of the system - coordination and approval of documents, familiarization with documents - are adapted for the use of the touch screen and can be carried out directly from the current list of documents presented to the user. The PayDox EDMS interface is optimized to minimize screen clicks or mouse clicks for all major operations. The interface of the updated PayDox EDMS is also adapted to work with the Microsoft Edge browser.

PayDox EDMS can be installed on computers OS Windows 10 with (as on earlier versions of Windows), while access to EDMS and work with all the main functions of the system are available from almost any mobile device, including iPad, tablets running OS, Android as well as tablets and phones running Windows 10.

As DBMS an EDMS, PayDox can use any version of Microsoft SQL Server, including Microsoft SQL Server 2014 and the free version of Microsoft SQL Server Express Edition. Transparent integration Active Directory with Domain Services (AD DS) allows users to log into the EDMS directly, without additional login and password.

Close integration with e-mail also allows you to work with the system without using a web browser - agree and approve documents, add your resolutions and comments to document cards, create orders without having a permanent connection to the corporate computer network on which PayDox is installed. To work, it is enough to be able to receive and send e-mail through any e-mail client already available on mobile devices.

2015

PayDox EDMS on Windows 8.1 and Windows Server 2012 R2 with Mobile Access

In January 2015, an update to the PayDox electronic document management and business process management system was released, providing full-featured work with documents and instructions from any mobile device.

The PayDox EDMS interface is adapted for the use of mobile devices. It is possible to work with the system from all the most common web browsers used in mobile devices. The main functions of the system - coordination and approval of documents, familiarization with documents - are adapted for the use of the touch screen and can be carried out directly from the current list of documents presented to the user. The PayDox EDMS interface is optimized to minimize screen clicks or mouse clicks for all major operations.

PayDox EDMS can be installed on computers running Windows 8.1 and Windows Server 2012 R2 (as on earlier versions of Windows), while access to EDMS and work with all the main functions of the system are available from almost any mobile device, including iPad and tablets running Android OS.

As DBMS an EDMS, PayDox can use any version, Microsoft SQL Server including Microsoft SQL Server 2014 and the free version of Microsoft SQL Server Express Edition. Transparent integration Active Directory with Domain Services (AD DS) allows users to log into the EDMS directly, without additional login and password.

Close integration with e-mail also allows you to work with the system without using a web browser - agree and approve documents, add your resolutions and comments to document cards, create orders without having a permanent connection to the corporate computer network on which PayDox is installed. To work, it is enough to be able to receive and send e-mail through any e-mail client already available on mobile devices.

This functionality is also included in the free version of the PayDox Team.

2012

PayDox Team

Paybot announced in June 2012 the release of PayDox Tea] ̶ a free full-featured version of the PayDox EDMS.

The PayDox Team version is a fully functional version of the PayDox system that allows 5 authorized users to work with the system, including those with system administrator rights.

There is also the right to work in the system to an unlimited number of users (using a public login) to get acquainted with public documents, view public business processes of the enterprise, work with the corporate file archive, participate in corporate discussions, as well as create orders for other employees and receive orders from other employees.

The PayDox Team version provides the user with all the system functionality of the system, including:

• PayDox AJAX-BPM - Simple and efficient enterprise business process management
• PayDox Case Management - Employee Collaboration, Tasks and Assignments Management
• PayDox Catalog - Secure Employee Web Access to Enterprise File Archive
• Accounting and registration of incoming and outgoing documents
• Electronic approval, approval and review of documents
• Document Execution Control
• Resolution Management
• Contract, DPR and Payment Document Management

Integration of PayDox EDMS with business intelligence applications

Paybot announced in September 2012 the release of the PayDox EDMS update, which provides integration with business intelligence (BI ) applications, in particular with SAP BusinessObjects Web Intelligence. The ability to provide data from the electronic document management system to other enterprise applications, in particular Business Intelligence (BI) tools, is very important. Business analysis applications, as a rule, do not have a means of monitoring the validity of primary data and need a supplier of such data. The most reliable means of entering and monitoring the reliability of corporate primary data is the electronic document management system, in which all data entered in the form of electronic documents are repeatedly checked, approved, approved and personalized, i.e. assigned to specific responsible executors and controllers. Therefore, the integration of the electronic document management system and business intelligence applications is the most effective way to ensure the reliability of Business Intelligence and increase the impact of BI implementation.

PayDox EDMS settings allow you to generate arbitrary reports in the Web Intelligence interface on the state of corporate document management, statistics on working with documents in arbitrary sections by period, document categories, departments. Reports can be received in real time through the web interface, saved in Microsoft Excel and Adobe Acrobat files. PayDox EDMS reports in SAP BusinessObjects Web Intelligence can contain links, by which you can go directly to the EDMS from the report to the primary document cards or profiles of those responsible for user documents, thus obtaining detailed primary information and making sure that the primary data is reliable.

With the help of PayDox EDMS, the reports received in SAP BusinessObjects Web Intelligence become reliable and personalized. Information about the primary documents involved in building the report and responsible employees becomes available in one click directly from the SAP BusinessObjects Web Intelligence report.

PayDox E-Mail Customer

PayDox E-Mail Customer - PayDox functionality designed to allow you to work with PayDox by email without using a web browser

PayDox E-Mail The client allows you to work with the system without having a permanent connection to the corporate computer network on which PayDox is installed. To work, it is enough to be able to receive and send e-mail. This feature is available on any computer, including the iPad and any email client.

This functionality allows you to: agree and approve documents, add your resolutions and comments to document cards, create orders, send files to document cards, receive the necessary lists of documents and cards of the necessary documents along with the files and user comments attached to them.

The presence of such functionality allows you to safely work with the system server from outside the corporate computer network, without using any software other than the e-mail client.

An additional feature includes duplication of SMS notifications sent by the system and users to users' cell phones. Users can establish for themselves the need to receive SMS messages on their own. For example, if an employee is on the road and does not have some time to access his computer, he can enable the system to automatically send him SMS messages for this period.

The system automatically duplicates all documents that you want to work with to their e-mail addresses. Document cards that come to users by e-mail are similar in form to the same cards that users work with directly on the system and contain the same control buttons.

For example, by clicking on the "Inbox" button, you can send a request to the server to receive the current list of incoming documents. The request will be automatically processed and the EDMS server will send the current list of incoming documents.

Having received the required list of documents, you can, by clicking on the document number, send an e-mail to the EDMS server a request to receive the card of the required document. The EDMS server will automatically process the request and send the card of the requested document along with the files of this document.

Then, in the same way, you can take the necessary actions with the received document, for example, create a resolution, create an order or agree on a document.

When creating an order or resolution, you can insert the e-mail addresses of the executors from the e-mail contacts directory - when processing the letter, the EDMS server will find the user logins corresponding to the e-mail recipients in the EDMS user directory and insert them into the created order

2011

PayDox Portal

Paybot announced in August 2011 the release of the PayDox Portal, a PayDox EDMS update that allows you to embed electronic document management, corporate electronic archive management, task and task management and other system capabilities into any corporate sites. Now almost any functionality of the PayDox system can be built into any third-party website using a widget by simply inserting HTML code into the site page.

Using this functionality, you can display on the corporate site lists of documents for coordination or familiarization with the current user, folders and files of the PayDox virtual directory, current tasks and orders for this user, active business processes.

For any PayDox function, there is an HTML widget code, by inserting it into the page, you can add this function to the site. Thus, any external site can also include the functionality of managing joint work and tasks of PayDox Case Management, which will allow employees to control the execution of orders, discuss any posted materials and documents, publish comments and messages directly on their corporate website.

If the organization is faced with the task of informing customers or partners about the status of execution of an order, contract or project, then placing the corresponding widget on the corporate website will provide an opportunity for customers and partners to track the current state of execution of their order, contract or project, the maintenance of all documentation on which is carried out in the PayDox EDMS. Similarly, you can inform external users on various topics - the status of an application for employment, the status of delivery of goods, etc.

You can also provide users with web access to a file archive with documents, photos, videos, programs. Adding the PayDox functionality widget to the corporate site The catalog will allow you to view corporate archive folders on one web page with an unlimited number of files of various formats without reloading the page. Using PayDox Catalog, by creating a regular folder structure with files on disk, you can form a hierarchical menu and organize a repository for files of various types, as well as distribute files for viewing into any number of categories.

To distinguish between access rights to documents and files, a widget has been developed for registering a user, which allows you to log into PayDox from any page of an external site. After entering the login and password, the system will provide on this site information from PayDox (documents, tasks and files) intended for this user.

All PayDox functionality is included in the free version of PayDox Personal - just download it from the site and install it on your computer, after which you can use all the capabilities of the system by inserting widgets into your own site.

PayDox Case Management

Основная статья: PayDox Case Management

In the fall 2011 version of PayDox, the electronic document management functionality and the order management functionality of PayDox Case Management are fully integrated with each other.

Integration allows you to organize a discussion for any document and assign employees any number of orders with controlled due dates. In the electronic document management subsystem, directly in the document card, you can create orders for the document and control the timing of their execution, in the PayDox Case Management order management subsystem, the card of such a document is shown as part of the order, you can follow the link from the order to the document card and back.

In addition, it is possible to distinguish the access of employees or entire departments, working groups to individual assignments and topics, as well as to condition access to assignments by having access to the document. The user can see only those topics, cases (order groups) and individual orders that are intended for him personally or to which he is given group access.

The new version of PayDox Case Management also implements a short form of entering tasks and orders, which allows you to create standard orders for employees from the "inner circle" in a couple of mouse clicks. The PayDox Case Management and document management subsystems can be used together in a single integrated system or independently of each other.

The new version of PayDox combines collaboration management and document management across the enterprise.

In the new version (December 2011) of PayDox Case Management (task and order management), the functionality of data tags has appeared, which allows you to label and classify orders and messages.

Data-tags (data-tags) are tags whose values ​ ​ are not manually entered, but are selected from corporate directories or any other databases. The data tag consists of 2 active (addressable by link) parts - the icon of the data tag and the name of the data tag. By clicking on the tag icon, you can call the source of the data tag - the corporate directory from which this data tag was inserted. By clicking on the tag name, you can call the content of the data tag - a list of all cases (orders, messages) containing such a data tag. Data tags are entered into the message body at the stage of message creation - by clicking on the icon, you can select a value from corporate directories

Using any number of data tags selected from corporate directories, you can label and classify unstructured text of orders and messages according to corporate classifiers. For ease of use, the list of the latest tags that were used for the search is stored in the system menu - just click on such a menu item to get the current list of messages containing this tag again.

PayDox Case Management and PayDox Electronic Document Management subsystems can be used both together in a single integrated system and independently of each other. The new version of PayDox combines collaboration management and document management across the enterprise.

2010

October 2010: Paybot announces the release of PayDox's system update electronic document management and business process management. The new version of the system provides the ability for users to work from a mobile tablet. The Apple iPad updated version EDMS implements the ability to work with PayDox under the browser, Safari including from the iPad mobile tablet. Almost the entire range of PayDox capabilities, including document management, visual description and business process management of PayDox AJAX, BPM enterprise file archive management and corporate messaging forum management, is now available directly from the iPad mobile tablet. The new PayDox design is close to the capabilities of the iPad, icons and links are adapted to use the touchscreen when navigating the system and entering data. The PayDox update actively uses AJAX technology, which allows you to effectively use a thin web client (Safari browser) and a touch screen for full control. The new functionality is also included in the free version of PayDox Personal. A fully functional version of the PayDox AJAX-BPM corporate business process management system is available on the official website of the system

December 2010: Release of a new version of PayDox's electronic document management and business process management system. The new version of the system allows users to work with documents, photos and video files through the Web. The updated version of PayDox actively uses AJAX technology, which allows you to effectively use the thin web client (browsers) and the iPad touchscreen for full control and view folders with an unlimited number of files of various formats on one web page without restarting the page.

The PayDox Catalog functionality allows you to manage the file directory of documents, photos and video files both on the PayDox website installed on the user's computer and on any page of the user's own website - the new functionality can be built into any third-party website by simply inserting an HTML fragment into the website page.

Using the hierarchical category guide, documents, photos, and video files can be distributed for viewing into any number of categories.

The PayDox Directory functionality can also be used to virtual merge file storage located on different computers - all geographically distributed file directories will be presented on one web page as one virtual directory. It is possible to combine folders with documents and photos in one virtual directory and other directories located on different computers available both through the local network and over the Internet.

The functionality of PayDox Catalog can be used to manage the file directory regardless of the functionality of electronic document management. The functionality of PayDox Catalog is also included in the free version of PayDox Personal - just from the site and install on your server or embed the capabilities of PayDox Catalog into your own website. A fully functional version of the PayDox AJAX-BPM corporate business process management system is available on the official website.

PayDox 4.0

The updated version includes simple and effective capabilities for managing the collective work of enterprise employees. A fairly large part of the work performed by employees jointly, in cooperation with each other, is poorly structured, requires discussions, issuing orders based on an analysis of the current situation and monitoring the deadlines for the execution of tasks and orders. To solve such problems of collective interaction of employees, the functionality of PayDox Case Management is designed.

PayDox Case Management implements the concept of ACM (Adaptive Case Management) and allows you to automate current enterprise processes without any laborious initial system configuration and without programming.

The functionality of PayDox Case Management allows you to support the collective work of employees, create corporate discussion forums on various topics and projects, monitor the timing of tasks and orders, generate reports on work done, receive automatic messages from the document management system and business process management system.

With the PayDox Case Management functionality, employees can work so that employees can see all information about the current projects in which they participate, tasks, orders and documents on the same screen.

Message sequences containing problem descriptions, task lists, user discussions, orders and files form precedents (cases) that can be copied to the template library and used to solve similar problems and tasks, creating a new case from the template library with one mouse click - a hierarchical list of messages describing checkpoints (case milestones), i.e. tasks that need to be executed.

The use of the PayDox Case Management functionality is possible almost without any laborious initial system setup and without programming.

You just need to download and install PayDox from the official website of the system and start actually using the system, creating cases (sequences of messages that indicate tasks and performers) on any topic - hiring and dismissing employees, performing work under contracts, processing orders, etc.

Any completed (closed) cases, which are a list of completed works on any topic, can be sent with one click to the library of templates (precedents) in order to be used later when solving similar problems. To use the case template, you also need only copy with one mouse click from the template library a new case that already contains the entire list of tasks that need to be completed and a list of performers who have already solved such tasks. When the new case is activated, the performers will receive an e-mail notification and will be able to immediately connect to work, and the entire process will be monitored by the system.

PayDox 4.1

The new version integrates the PayDox AJAX-BPM business process management functionality and the PayDox Case Management collaboration management functionality. With this capability, enterprise business process management is more flexible and adaptive.

As you know, a fairly large part of the work performed by employees jointly, in cooperation with each other, is poorly structured, requires discussions, issuing orders based on an analysis of the current situation and monitoring the deadlines for the execution of tasks and orders. The lack of tools to support employee collaboration often becomes a problem when automating enterprise business processes based on pre-defined, tightly regulated descriptions.

To solve such problems of collective interaction of employees, the functionality of PayDox Case Management is designed, which implements the concept of ACM (Adaptive Case Management) and allows you to automate the current processes of the enterprise without any laborious initial configuration of the system and without programming. The PayDox AJAX-BPM functionality is designed to solve the tasks of managing enterprise business processes based on pre-installed regulated descriptions.

In the new version of the PayDox system, the functionality of business process management and the functionality of collective work management are fully integrated among themselves - when working with business processes, you can create messages (cases), and from messages switch to business processes containing them

This integration allows you to combine the advantages of 2 approaches to managing business processes and teamwork - when configuring the system, management of structured and formalized, as well as repetitive work performed in the enterprise can be implemented on PayDox AJAX-BPM, and informal work that requires discussion can be implemented on PayDox Case Management.

Integration allows you to organize a discussion for any business process step and assign employees any number of orders with controlled due dates (cases can be opened directly on the business process page), and in any case you can specify a link to a business process (which can also be opened directly on the case page).

PayDox 5.0

PayDox 5.0 has significantly redesigned the system interface and many new features have appeared. The tight integration of document management and case management functionality made it possible to provide a comprehensive service for managing corporate processes.

Processing orders, preparing meetings, coordinating applications, processes for hiring and dismissing employees, issuing loans and insurance refunds - automation of these and any similar corporate processes in the new version of the system does not require programming and is possible by simply setting up case templates and documents. Automation of corporate business processes is now much easier, and customization procedures for new business processes and document categories are available to ordinary users.

The functionality of PayDox E-Mail The client is designed to provide the ability to work with PayDox by e-mail without using a web browser and allows you to coordinate and approve documents, add your resolutions and comments to document cards, create orders without having a permanent connection to the corporate computer network on which PayDox is installed. To work, it is enough to be able to receive and send e-mail.

From the directory of counterparties of the system, one click at a time, you can quickly get all the information related to a specific counterparty: all cases (tasks, orders, transactions, messages, events), current documents (letters, contracts, payments, etc.), a list of all contact persons. Directly in the list of cases or documents, users can respond to messages, agree documents and transactions, and mark the execution of orders.

Formalizing case management processes allows you to flexibly tailor transaction processing to meet corporate requirements. The list of activities with a potential transaction (processing of the sales funnel) and the HTML form of the entered data about the transaction can be configured without programming and stored as a case template. It is possible to integrate with the distribution subsystem of business proposals for new offers to potential customers. Interested customers with one click from the letter describing the offer will be able to automatically launch a case on the system website with the processing of a potential transaction, and managers responsible for promoting this product or service will receive automatic notifications about the presence of potential customers and will see the entire list of actions that they need to take to process a potential transaction.

Integration with e-mail allows you to launch marketing campaigns, inform potential customers about new products and services, connect geographically distributed customers and representatives of counterparties to the system, inform them about the status of orders directly from the system and automatically save information sent by counterparties by e-mail in the system.

Electronic document flow and order control by e-mail on iPad and Android tablets

In the spring of 2013, an update electronic document management to the PayDox business process management and management system was released, providing full-featured work with documents and instructions from any tablet computers, including iPad tablets under control. OS Android

The significantly redesigned system interface is adapted for the use of touch screens. It is possible to work with the system from all the most common web browsers used in tablet computers.

Close integration with e-mail also allows you to work with the system without using a web browser - agree and approve documents, add your resolutions and comments to document cards, create orders without having a permanent connection to the corporate computer network on which PayDox is installed. To work, it is enough to be able to receive and send e-mail through any e-mail client already available on tablet computers. This allows you to connect external users - partners, counterparties to the system, which can be easily registered in the system directly when they send e-mail notifications with the documents under discussion and automatically receive responses in the system with new versions of documents and answers to questions. Thus, all corporate correspondence with counterparties can be organized in such a way that all letters, documents and discussions by e-mail will be automatically saved in the system in folders for the relevant projects and contracts.