Paperless Office Solutions

Overview - eXadox EXP

Flexible document management tool to let you semi-automatically name individual electronic documents and images that are being viewed, created or being edited within any application that has a Save As function. Key features:

eXadox EXPress is a simple and affordable structured file naming add-on for MS windows applications such as the MS office suite (Word,Excel, and PowerPoint). It also works seamlessly with just about any application (e.g. Adobe Acrobat, Outlook..) that has a Save As function. It includes eXadox structured file naming enforcement rules(i.e. always, sometimes, never) management based on individual user and specific application. It can be deployed quickly to enable all MS Office users to standardize on an agreed-upon structured file naming convention when naming files within an MS Office application. Logical precise file naming can serve as a strategic backbone for a more cohesive and efficient approach to managing and sharing documents.

The eXadox intuitive interface and multi-profile support lets you easily employ structured file naming rules on a company-wide, departmental or workgroup basis in a seamless manner from within the MS Office applications. It takes advantage of structured file naming profiles created with eXadox DT ADVanced. Each profile can have its unique file naming format and predesignated destination path where files can be stored and shared with other team members. The file naming format is structured as per your standards. Each portion of the file name can be auto-populated by simply clicking on entries in your company managed drop-down smart lists. The lists may be for supplier names, client names, project names, document types etc... The smart list data may be imported from your business or CRM systems.

A prerequisite to deploying eXadox EXP is to have a well planned storage and file naming convention/policy. eXadox WIZ is a very convenient tool that can be used to build a file naming and storage policy for corporate documents. This software wizard provides step-by-step guidance and takes advantage of ready-made templates that can be mixed and matched to create unique file naming and storage policies to satisfy specific needs. Creating a file naming convention requires collaboration with other stakeholders. The wizard tool can help because filing policy templates can be easily shared. Once the file naming and storage policy has been documented it is simple matter of transposing the details into an eXadox EXP filing policy profile. eXadox EXP takes over the responsibility of ensuring that the file naming and storage policy is being followed when saving files/documents within Microsoft Office (Word, Excel, PowerPoint) and other popular applications.

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The eXadox EXP interface was designed to be simple and direct when naming and storing files. All the eXadox file naming and saving functions are initiated by the Save As command in the file Menu. The eXadox EXP interface is very easy to learn, and very efficient to use. There is no need for a viewer in eXadox EXP because the current document is the file that must be named and saved... The following screen-shots illustrate the eXadox EXP - SAVE AS interface: