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  Product Features
Product Implementation
title
  SmartSAFE™ Product Features
  1. Client administration module allows customization of overall application to fit the needs of organization processes
    • User management to add, edit, and deactivate users of the system
    • Privilege management allows Administrator to "authorize" users' ability to sign documents
    • Lookup table management allows flexibility/customization at the document and folder level
    • Client management determines which internal groups are allowed to receive document transfers and/or shared folders from other SmartSAFE™ clients
  2. Ability to add additional groups and group managers
  3. User management module controls permissions and access to predefined reports
  4. Easy to use "home page" based upon user login shows:
    • Folder Explorer
    • Folder Search
    • Document Search
    • Document Transfer
    • Last-Viewed Folders
    • Most-Viewed Folders
    • Available Reports
  5. Predefined Reports (with permission)
    • Document Receipt and Error
    • Document Signing Status
    • Document Storage
    • SmartSAFE™ Access
    • SmartSAFE™ Transfers
    • Cert Request Status
  6. Administration (with permission)
    • Client Management
    • Lookup Table Management
    • User Management
  7. The SmartSAFE™ Folder Explorer allows user to view folders and documents, and has the following functionality:
    • Read Only access
    • Write access
      1. Create new folder
      2. Read/Write access to the Folder Properties "General" tab
      3. Upload Documents
      4. Move Folder
    • Full access
      1. Create new folder
      2. Folder Properties Access
    • Read/Write access to the "General" tab
    • Read/Write access to the "Permissions" tab
    • Read/Write access to the folder "Sharing" tab
      1. Upload Documents
      2. Move Folder
      3. Delete Folder
  8. The SmartSAFE™ document-related functionality allows the following:
    • Read-Only access
    • Write access
      1. Upload, view, move, copy and prepare document for signing
      2. View and Update document "General" tab
      3. View "Document Signers" and "Document Details" tabs
    • Full access
      1. Upload, view, move, copy, prepare document for signing and delete document
      2. View and Update document "General" tab
      3. View "Document Signers" and "Document Details" tabs
  9. The SmartSAFE™ tracks file properties such as:
    1. Folder Name
    2. Folder creation statistics
    3. Update information
    4. Folder category - definable drop down list
    5. 3 customizable user-defined fields
  10. The Folder Permissions tab lists users or groups that have access to the folder as well as the type of access they've been given (Read, Write, Full)
  11. The Sharing tab creates a "shortcut" to a folder that can be used for internal or external users that would not otherwise have access
  12. Documents can be easily uploaded to the SmartSAFE™ via the Folder Explorer
 
 
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