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CXInsight Document Management


CXInsight delivers true document management instead of the frequently used 'form' management . Real document management brings numerous advantages. For instance in CXInsight you can launch the associated application(s) of the document under full revision control directly from the CXI-desktop.

Per client you can define which application to use for which document type. 


A CXInsight document object can have:

  • Content (any content!)
  • Properties (labels)
  • Associated tasks
  • Attachments
  • Notes
  • Assignees
  • References
  • One or more associated applications

Capabilities of CXInsight document manager:

  • Single source content vaulting (all data from one source)
  • On-line and real time revision & iteration control
  • Document access control
  • Workflow managed user activities
  • Data relationship management
  • Complete document change history
  • Index specific content for 'where used' retrieval
  • Modification control through CXInsight-ECO management
  • Workflow review and approval task management
  • Project content re-usability
  • Document labeling