Features overview
Access from multiple sources:
- Web, Windows, Office,Linux , Webdav client
- Powerful and easy to use web interface
- Open Office and Microsoft Office documents save and open functions .
- Easy Drag'nDrop from Windows or Linux Desktop via Office toolbar and Office Menu
- Email storing and indexing with attachment
- Integrate Quotero in your Intranet, Extranet, IT and other in-house systems .
Share and protect your documents:
- Share documents and use tags to classify them
- Store documents in quotero by sending a single email with attachment
- Let your colleagues know on what document you're working on
- Your partners are aware about all the last modifications brought to the documents throught RSS, email alerts, and on each personnal dashboard.
- Upload documents in a zip file, Quotero extracts and indexes them automaticaly.
- Use the well-known "check-in", "check-out" status to manage your documents
- Create links between documents that are dealing with a similar topic
- Discuss via forums or comments with your partners about documents or projects
- Compare one document with one another.
- Simplify documents search, by using specific meta-data
- Make complex full text searches by using boolean criteria
- Access to the history of your last searches on Quotero
User management:
- Use multiple sources of authentification on a single Quotero server implementation : LDAP / Active Directory or any other data base
- Create external users through Quotero's user management module
- Define and create as many group of users as you want with their roles and right on the Quotero server.
Document life cycle management:
- Build complex workflows with as many levels as you need
- Users are notified to accomplish a news action by email
- Limit the documents access during the workflow process
- Organise automatic workflow management by workspace
- Register each document's log, containing all the workflow's steps and every person who intervened in the document elaboration process.
- Track all the documents and their evolution directly from your dashboard.
Advanced search features:
- Search based on document content (word, pdf, open office, excel, ...) and meta-data through single string search or built complex boolean search
- Document taxinomy
- Save standard search for you and your colleagues
- Use external tools to search in scanned documents
Manage your index structure:
- Manage each meta-data of your document
- Build complex meta-data (list and tree of meta-data fields) according to your global needs
- Meta-data heritage
- Adapt the index book structure to user profiles
- Adapt meta-data fields
- Semi-automatic indexing
- Add meta-data automatically to your MS Office documents
Record management:
- Storage and records sharing
- Record management rules
Easy implementation of Quotero:
- Caching system
- Clustering architecture