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SmartSAFE™ Product Features
- 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
- Ability to add additional groups and group managers
- User management module controls permissions and access to predefined reports
- 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
- Predefined Reports (with permission)
- Document Receipt and Error
- Document Signing Status
- Document Storage
- SmartSAFE™ Access
- SmartSAFE™ Transfers
- Cert Request Status
- Administration (with permission)
- Client Management
- Lookup Table Management
- User Management
- The SmartSAFE™ Folder Explorer allows user to view folders and documents, and has the following functionality:
- Read Only access
- Write access
- Create new folder
- Read/Write access to the Folder
Properties "General" tab
- Upload Documents
- Move Folder
- Full access
- Create new folder
- 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
- Upload Documents
- Move Folder
- Delete Folder
- The SmartSAFE™ document-related functionality allows the following:
- Read-Only access
- Write access
- Upload, view, move, copy and prepare document for signing
- View and Update document "General" tab
- View "Document Signers" and "Document Details" tabs
- Full access
- Upload, view, move, copy, prepare document for signing and delete document
- View and Update document "General" tab
- View "Document Signers" and "Document Details" tabs
- The SmartSAFE™ tracks file properties such as:
- Folder Name
- Folder creation statistics
- Update information
- Folder category - definable drop
down list
- 3 customizable user-defined fields
- 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)
- The Sharing tab creates a "shortcut" to a folder that can be used for internal or external users that would not otherwise have access
- Documents can be easily uploaded to the SmartSAFE™ via the Folder Explorer
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