eXadox WIZ - Features
eXadox WIZ uses a step by step approach to build and document filing policy plans. It consists of 5 easy steps.
- Manage Profiles: lets you create, copy, edit and export a policy plan for each profile associated with an operational entity (e.g. workgroup, department, business unit, etc…).
- Define Elements: lets you create, copy and edit elements designated for naming and structuring of folders, file names and metadata associated with a selected profile plan.
- Define Lists: lets you create, edit and import lists providing valid entries pertaining to folder, file name and metadata elements.
- Organize Elements: lets you arrange the order or hierarchy of your various folder, file name and metadata elements.
- Generate Report: lets you view, customize, print preview, save (HTML) the report generated for each the filing policy plan for each Profile.
Filing policy plans may be exported so that other colleagues may view and edit them using eXadox WIZ. The resulting filing policy may also be shared by saving, emailing or posting the HTML report-file generated.
eXadox WIZ - Benefits
- Fast learning curve - Intuitive interface with contextual help.
- Logical building of filing policy profiles via the step by step wizard.
- Create document filing policy plans for folder, file name and metadata easily.
- Modify existing templates to build custom profile plan rapidly.
- Rework policies effortlessly.
- Auto-generate filing policy report.
- Easily share reports and filing policy plans with coworkers.
- View report-files via browser
- Post HTML report file on web server.