5.11.2010.

Open Text Document Management - Op…

(http://www.opentext.com)

Open Text Document Management

Capture, organize, manage and route electronic documents
Open Text Document Management (formerly Livelink ECM -
Benefits
Document Management) is a document management solution
that provides full lifecycle management for any type of electronic
document. Document Management provides a single, Reduce corporate risk through
authoritative repository for storing and organizing electronic good governance practices
documents. Increase ROI through low cost of
deployment and ow nership
Your foundational investment in Document Management will allow Improve personal productivity and
you to: corporate agility
Extract the value in your electronic
Implement good corporate governance practices and reduce the document assets
risk of non-compliance Leverage technology investments

Improve employee productivity through faster and easier

information retrieval

Increase return on investment (ROI) through accelerated productivity and low cost of deployment and
ownership

Leverage other technology investments by scaling Open Text Document Management to grow with
your needs

Features

Click each of the following features to learn more about Document Management's key capabilities:

Organize and share electronic documents

Document Management manages any type of electronic document in any file format. You can organize electronic
documents into hierarchies of folders and compound documents within three types of workspaces that reflect the
different ways in which people work: the Enterprise Workspace; Project Workspaces; and Personal Workspaces.

Apply custom metadata to documents

Document Management lets you associate extra information, called metadata, with documents. Metadata is indexed
and can be used to easily retrieve and generate reports on documents based on your custom criteria. Each piece of
metadata information is an attribute, and sets of attributes can be grouped into categories that can be associated with
any document. You can also add to your attributes, which improves the accuracy of attributes and enhances query
precision.

Classify documents according to alternate taxonomic hierarchies

opentext.com/…/pro-ll-document-mana… 1/3
5.11.2010. Open Text Document Management - Op…
Multiple taxonomic classifications can be associated with documents in their original locations. This lets you browse
and search documents in the Document Management repository according to taxonomies that differ from the one
implied by the folder structure, without having to create multiple copies of documents.

Rate and critique documents

Document Management allows you to rate the value of a document and write a critique that is saved with the document
and viewed by other users. In addition to providing users with lists of the most highly rated documents, the solution
tracks document usage to show the most recent and frequently accessed documents.

Automate change request, review and approval processes

Document Management's graphical Workflow Designer tool enables you to automate document management
processes, such as document change requests and document review and approval processes, to ensure that they are
carried out accurately and consistently. You can design processes according to your own requirements or according to
those imposed by regulatory agencies.

Work directly from popular document authoring tools

Document Management allows users of popular desktop authoring tools, including Lotus Mail and Microsoft Word,
Excel, PowerPoint, and Outlook, to open and save documents directly from the repository. Using Windows Explorer,
users can drag and drop documents and folders between their desktop and the repository. Document Management also
supports the WebDAV protocol, allowing users of WebDAV-compliant desktop applications to connect directly to the
repository.

Email documents to and from the repository

You can assign a unique email address to folders in the Open Text Document Management repository, thereby allowing
users to email document attachments directly to a particular folder. Each document in the repository has an Email
function, enabling the document's link or the document itself to be emailed to any recipient.

Use permissions to fine-tune access to documents

You can set up to nine levels of permissions on a document or folder in the Document Management repository. This
helps you fine tune the type of access that you want to grant to individuals and groups based on corporate policies. For
example, some users may not have the permission to even see a document, others may have the permission to only
view a document, and others may be able to modify or delete a document.

Audit all document events

Use Document Management's comprehensive audit trail functionality to automatically record the date, time and
performer of every type of event that can be performed on a document. Events that can be recorded include document
creation, renaming, reserving or unreserving, adding or deleting versions, viewing and so on.

Find documents with simple or advanced search

Document Management's Web interface includes a simple search bar on every page that supports full-text or natural
language querying within the folder or across the entire repository. The solution also includes an advanced search form
for building search queries using system and custom metadata, taxonomic classifications, Boolean operators, and

opentext.com/…/pro-ll-document-mana… 2/3
5.11.2010. Open Text Document Management - Op…
modifiers such as Soundex and a thesaurus. Search result pages provide result rankings, automatic summaries,
clustered result themes, hit-highlighting and Find Similar. Users can save queries, result snapshots and multiple search
form templates.

Control and manage document versions

Control document versions and prevent multiple authors from overwriting each other's work using Document
Management's check-out and check-in functions. When a user checks out a document, it can be viewed, but not
modified, by other users. Users can access the complete version history of a document and view the content of previous
versions.

Generate document usage reports

Document Management includes predefined reports, such as a list of the largest documents or all the documents owned
by a given user. In addition, Document Management includes a report-building tool for creating custom reports.

Manage compound documents

Use Document Management's compound document containers to manage documents that comprise multiple document
files. Within a compound document, sub-documents can be ordered and nested compound documents can be created.
You can create major releases and minor revisions of compound documents as well as links that point directly to a
particular release or revision.

Email us | Would you like us to call you? (http://www.opentext.com/moreinfo.html)

Check Your Pulse!

Pulse is a free add-on for Document Management (DM) that offers a social user experience w ith the addition of activity feeds and
microblogging. Click here
(http://www.opentext.com/2/sso_download?path=/product/open-text/content-
server/open-text-content-server-pulse-product-sheet.pdf) to learn more.

If you are an existing DM customer, you can dow nload Pulse from the Knowledge Center. Contact
support@opentext.com if you need assistance.

Downloads

Dow nload more information about Open Text Document Management:

Open Text Document Management Solution Overview

(http://www.opentext.com/2/global/sso_download?
path=/product/livelink/document_management/livelink_for_document_management_product_overv

Copyright© 2010 Open Text Corporation. All Rights Reserved.

opentext.com/…/pro-ll-document-mana… 3/3