EnDocs for SharePoint

EnDocs for SharePoint is a comprehensive electronic document management and business process automation system based on the Microsoft SharePoint 2019 platform.

2021: On September 21 , at TAdviser EDMS AND ECM DAY, ENSOL Director will talk about the experience of building a single integrated EDMS on EnDocs for SharePoint

On September 21 , within the framework of the TAdviser EDMS AND ECM DAY 2021 conference  , ENSOL Director Dmitry Nikitin will talk about the experience of building a single integrated EDMS based on the EnDocs for SharePoint solution, which provides end-to-end automation of the life cycle of paper and electronic documents from the moment of receipt and registration in the Office until the signed copy of the document is sent to the counterparty.

Covering all stages of the document life cycle with an automated system allows you to implement the concept of Unified Document Tracking - an analytical unit that provides the ability at any time to obtain comprehensive information about both the physical location of the document and the progress of its processing, regardless of the specific processing of individual classes of documents. Thanks to the decision, the company's employees instantly receive information about the documents received, including the timing of their processing by responsible services, the forecast and actual payment period.

2020: EnDocs for SharePoint-based functionality and solutions

According to information for May 2020, EnDocs for SharePoint combines the capabilities of EDMS, where there is already all the necessary functionality (document templates and work scenarios) and the advantages of the SharePoint platform, providing:

• Centralized repository of electronic documents;
• Document processing for CSR;
• Work with contracts, requests for payment and procurement. Signing of documents EDS and integration with YuEDO operators GSI and; Diadoc
• Convenient daily work of users (personal workplaces and individual presentation of information).
• Access through popular web browsers;
• High level of data security;
• Support for documents and files containing various content (text and tabular form, audio, video);
• Easy integration with other information systems.

Solutions have been created on the basis of EnDocs for SharePoint:

• EnDocs: Electronic archive - a system of structured storage of electronic documents, providing: reliable storage of documents, confidentiality and delimitation of access rights, tracking the history of the document, quick and convenient search.
• EnDocs: Contracts - a solution for agreement and control over the execution of contracts. The solution supports the full cycle of working with contracts from preparation of documents to fulfillment of obligations. In a typical delivery, the solution meets 90% of the requirements of companies, and can also be completely reconfigured to the needs of the customer.
• EnDocs: CSR - the solution includes all document processing processes by operators of a common service center, allows you to track - and KPI- SLA parameters by combining all document processing processes in a single solution. All key services can be distributed geographically remote, to servers including Storage, Scan Recognition Server, Integration Services. This allows you to create a single solution for a large distributed company. The solution is based on EnDocs, allowing you to make many (on average 90%) changes without, programming as well as make any changes through EnDocs. API
• EnDocs: Workflow - EnDocs automates workflow. Optimizes routine operations for processing paper incoming and outgoing documents, the approval process and control over the execution of orders for documents.
• EnDocs: Personnel Documents - a solution that automates the basic processes of HR document processing when an employee is hired, including the recognition of scanned images of 12 types of documents.

2019: EnDocs for SharePoint 2019 release

A new release of EnDocs for SharePoint has been released to support the new capabilities of the Microsoft SharePoint 2019 platform.

This version has received new functionality:

• Integration with CS "SKB Kontur" for working with cloud display
• Personnel EDO module for employees to sign personnel documents as part of the MinLabor experiment

2016: EnDocs for SharePoint 2016 Release

With the release of the new version of Microsoft SharePoint 2016, a new release of EnDocs for SharePoint was released to support the new capabilities of the Microsoft SharePoint platform. This version has received new functionality:

• Integration module to EDM operator - SBIS for exchange of documents with counterparties
• Electronic Office Module
• Common Service Centers Module
• Integration Module for Abbyy FlexiCapture for Document Recognition
• Redesigned user interface and personal account

2014

System capabilities

According to July 2014, EnDocs for SharePoint is a comprehensive electronic document management and business process automation system based on the Microsoft SharePoint 2013 platform. EnDocs for SharePoint is also available for the small and medium-sized business sector thanks to the support of the Microsoft SharePoint Foundation.

The Microsoft SharePoint Foundation platform is a free operating system Windows Server application designed for small organizations and departments that require an entry-level low-cost solution or a pilot solution to provide a secure environment for collaboration through. Internet

The EnDocs for SharePoint for Foundation system has full functionality of the SharePoint Server version, the main differences are laid down in the versions of the platform itself.

The functional modules included in the application can be implemented, both jointly and separately, providing the possibility of sequentially gradually increasing the functionality of the system, and gradually transferring business-critical processes to a new technological platform.

The application is based on the Microsoft SharePoint platform.

Document Approval'

• Approval of any types of documents: contracts, invoices, DPRs, outgoing letters, technical documents, applications, etc.
• Automation of processes of joint preparation, review, certification, approval and approval of draft documents in electronic form
• Flexible and convenient negotiation process router

Registration of documents and orders

• Registration of incoming/outgoing/internal documents
• Create a document card and attach any files, fill in details, automatically assign the document registration number and access rights corresponding to the group to which it belongs
• Support of various types of orders: resolution, item, periodic order, order without document, subordinate order, draft orders and subordinate orders
• Flexible and convenient options for monitoring progress and results of work

Archival business

• Case Item Support
• Write-off of document to case, view written-off documents
• Multivolume Support

Electronic Document Archive

• Routing and hierarchical structure of document storage
• Electronic Cards and Document Scans
• Search for documents by details and bulk upload or send to print
• Contextual morphological search by document content, possibility to refine search results
• Relationship of identity-based documents

Legally relevant exchange of electronic documents

• Exchange of legally relevant electronic documents with counterparties
• Sending and receiving legally significant electronic invoices and other primary documents from counterparties

User Workstation

• Unified working environment in EDMS
• All document tasks and user documents themselves are available from the workplace

Data security

• Support EDS
• Authorization
• Access delimitation
• Data encryption

Architecture and Technology

• Built on Microsoft SharePoint data model
• Full support for Microsoft SharePoint Foundation
• Support for Microsoft SharePoint 2010/2013
• External Reference Technology Support
• Integration with accounting systems (1C, SAP, Axapta)

Additional Subsystems and Options

• Electronic Treasury Module
• Contract Performance Monitoring Module
• Inline Document Scanning

Solution Function Modules

EnDOCS: Electronic Document Management

• The subsystem ensures the automation of the company's internal document management processes, allowing you to customize individual approval routes by document types and types, automatically appoint coordinating persons, and monitor the planned and actual deadlines for reviewing documents.

The implementation of the subsystem makes it possible to significantly increase the transparency of document flow processes, ensure control over document changes, and reduce the duration of document approval processes.

EnDOCS: Electronic Archive

• The subsystem implements a single centralized storage of company documents in the form of electronic scans of images, allowing to significantly reduce the circulation of documents on paper and ensure reliable long-term storage and efficient use of the company's documentary archive.

Using the electronic archive allows you to instantly prepare and print the necessary collections of documents, including at the request of regulatory authorities (for example, invoices of a certain counterparty for the period).

EnDOCS: Electronic Treasury

• The subsystem provides automation of processes related to the formation and approval of the company's BDDS, the application company, daily coordination and payment.

The system provides online monitoring of the company's BDS execution in the context of the Central Federal District and Cost Items, automatically determining super-budget payments and ensuring the implementation of special scenarios for approval of such payments. The formation of a complete register of applications for payment in the system allows you to predict the company's balance of payments by building an operational payment calendar. Integration with the accounting system allows you to control the execution of actual payments and generate the necessary analytical reporting.

EnDOCS: Contract Accounting

• The subsystem provides control over the fulfillment of contractual obligations, allowing you to register the composition and timing of the execution of the stages of contracts, control the timely closure of contracts with closing documents, the availability of original closing documents in the event of their initial receipt in the form of scanned and facsimile copies.

The subsystem provides automated generation of notifications to responsible executors and managers about the overdue stages of contracts, approaching the deadlines for their completion, the need for prolongation, etc. The most effective operation of the subsystem in companies that are characterized by work with license and copyright agreements, transfer agreements, etc.

EnDOCS: Corporate Portal

• The subsystem is designed to build the company's corporate portal, which provides services to company employees that provide the ability to effectively exchange information, work together, automate routine tasks and operations.

Within the framework of the corporate portal, a unified information environment of the employee's daily work is formed, through which he interacts with colleagues and service departments of the company.

Release of the first version of EnDocs for SharePoint

The first version of EnDocs for SharePoint has been released on Microsoft SharePoint Server 2013. The system included all the necessary functionality for automating document flow:

• Registration of incoming documents
• Preparation and registration of outgoing documents
• Approval and registration of orders and orders
• Control of orders for documents
• Preparation and registration of memos and explanatory notes
• Agreement of contracts
• Approval of requests for payment
• Electronic Document Archive