BAS Документообіг КОРП

• Document and file management. File version control.
• Business processes: design, management, control.
• Office automation. Handling incoming and outgoing correspondence.
• Integration of business processes with other information bases.
• Project management.
• Event organization.
• Document archive organization. Formation of file directories.
• Full-text search with morphology consideration.
• Time tracking and task execution control.
• Organization of distributed information base.
• Data exchange with other standard configurations.
• Document barcoding and quick search by barcode.
• Email client.
• Flexible access rights management.
• Ability to work in a web client.
• Reporting and executive discipline control.
• User-friendly daily work convenience.

• All-in-one solution:

Compared to other electronic document management systems that offer various modules separately from the basic configuration, BAS Document Management CORP incorporates a vast array of functional capabilities. This allows for complete automation of all document management business processes without the need for additional customization.

• Convenient user interface that is easily customizable:

For each user in the program, an individual workspace can be configured, providing quick access to all necessary documents, lists, reports, and more.

• A powerful system for managing business processes:

The solution allows configuring management processes of any complexity, including those utilizing routing conditions.

• Integration with other accounting systems:

The software product includes various integration mechanisms with BAS configurations and other programs: exchange rules, exchange plans, web service for working with files, integration of business processes with other information bases, document management web service, business events for file upload, uploading and sending emails, etc.

• Ease of configuration:

Options that previously could only be configured in the development environment are now easily configurable through the administrator interface.

• The ability to work remotely:

The web client allows you to work with the document management system even when outside the office: on business trips, meetings, remote work.

Contract Management

• Creating contracts using a standardized template with the ability to restrict user access to pre-filled fields in advance
• Configuring auto-filling of contract documents (both with predetermined requisites and scripts)
• Establishing linkage and a unified numbering system between accompanying documents
• Control over the transfer and return of originals from the counterparty
• Automatic renewal of contract terms
• Implementation of complex approval, signing, and execution workflows considering the type of contract, organization, contract amount, etc.
• Generating reports on contract-related activities using predefined templates or custom configurations.

Financial Document Management

• Granting permissions for creating, approving, editing, and registering financial documents at each stage.
• Configuring the card separately for each type of financial document, considering the visibility of requisites and access rights to them.
• Ability to automatically trigger a process upon recording a document card without the option to add or modify pre-defined approval participants.

Quality Management Documentation in Accordance with ISO 9001 Standard

• Creation and customization of unified templates for documents of varying complexity.
• Configuration of periodic processes according to a set schedule.
• Automatic generation of periodic reports and email distribution to predefined recipients.

Inventory Management of Goods and Services

• Configuration of exchange of Goods and Services Nomenclature with BAS products (UTP, UVP, ERP).
• Easy and quick selection of nomenclature items in the tabular section of the document card.
• Generation of specifications and estimates in a template file of a specified format.

Management of Organizations for Enterprises Comprising Multiple Legal Entities

• Quick selection and search of documents and processes by Organizations.
• Generation of reports separately for each organization across all types of documents.
• Configuration of access rights to organizations and assignment of responsible persons (for report generation, nomenclature volumes, etc.).

Project Management

• Maintenance of analytical accounting data in the context of projects (incoming, outgoing, and internal documents, files, processes, events, tasks, etc.).
• Automation of operational activities related to project plan execution.
• Tracking of labor costs within projects.
• Generation of project reports.
• Importing projects from Microsoft Project (using the project file exported in XML format as a data source).
• Working with the project plan and Gantt chart.

Time Tracking for Users

• Recording actual time spent on each system object.
• Filling out daily reports is a convenient way to indicate and verify actual labor costs by types of work for a specific day.
• Accounting for employees’ absence from the workplace for any reason, such as illness, business trips, vacation, compensatory time off, etc.
• Delegating permissions.

When an employee goes on vacation or takes sick leave, their duties and tasks are delegated to the person replacing them. In “BAS Document Workflow” there is a feature provided for this called delegation of authority. Delegation of authority allows assigning the rights of one employee to another. The delegate may be given either all rights or only a portion of them.

Report and Statistical Information

The ‘BAS Document Workflow’ system provides for approximately 300 types of reports covering various directions and analytical perspectives. And with professional implementation, this list can be easily expanded and supplemented with the necessary reporting forms.

• Flexible parameters for each type of report.
• Control reports on processes and tasks for each performer, departments, organizations, etc.
• Document flow statistics.
• A wide selection of reports on contractual work with the ability for additional customization.

Electronic Signature and Encryption

An electronic signature (ES) is an electronic document attribute that is considered the equivalent of a handwritten signature and seal.

“BAS Document Workflow CORP” can work with any type of ES and any crypto providers, the final choice of which depends on the tasks set.

With an ES, you can:

• Sign documents, files, resolutions, approval stamps, and approval results.
• Encrypt and decrypt the content of saved files.

Each established signature can be verified.

The verification status of the electronic signature is stored in the information database and is displayed on the signature card, as well as on the cards and lists of all signed objects.

Signature and certificate verification is performed separately, providing one of the following general statuses to the electronic signature:

• Valid – if both the signature and the certificate are valid;
• Valid, but certificate not trusted – if only the signature is valid, but the certificate is not trusted;
• Invalid – if neither the signature nor the certificate are valid.

Users of “BAS Document Workflow CORP” have the ability to encrypt a file with the recipient’s certificate and send it, for example, by email. Even if the message is intercepted, it will not be possible for third parties to decrypt the file without access to the private key of one of the certificates.

• All versions of the file are encrypted.
• The encrypted file can be copied, and the copy will remain encrypted.
• The encrypted file cannot be edited.
• Full-text search does not work for encrypted files.

Encryption only ensures the confidentiality of the transferred data, without verifying their integrity and authenticity. These tasks are addressed by the electronic signature. Therefore, it is recommended to sign the file with an electronic signature before encryption.