Scanning - Scan Directly into the Program
Filing - Document Organization
Web Browsing - Off Site Capabilities
Distributing - Working with Filed Documents
Compliance, Records Retention, and Backup - Image Executive® CEO incorporates a myriad of security features, audit reports, records retention menagement, backup and disaster recovery processes to address industry compliance mandates.
Many public institutions and private businesses have legal compliance guidelines and practices concerned with maintaining the integrity of documents stored in their electronic records and document management systems. These regulations such as Michigan Bulletin 522, SEC 17-A4, FINRA, etc. share a common thread, including preservation of records in a (WORM) non re-writeable, non-erasable format, procedures to verify the quality and accuracy of the optical storage recording process, providing regularly scheduled backup (on separate optical storage disks) all information originally preserved and maintained in the optical storage system, and maintaining an audit system to identify the individuals that have accessed the documents. Image Executive® CEO and Executive Assistant® software include features that provide the user with the capability to address these needs.
Compliance and maintaining document integrity:
WORM File Cabinets can be set up so that the documents filed within them are un-editable and un-expungeable and cannot be over written.
Image Executive CEO® includes automated versioning so as documents are edited or revised the versions are audited and reported.
Records Retention Management:
Image Executive CEO® incorporates Records Retention Management to set retention schedules for indexing, auditing, reporting, and purging documents by records retention schedule.
Retention Codes Can be assigned to documents within each department. Documents are tracked by retention for audit and destruction scheduling.
Backup File cabinets To WORM:
Image Executive CEO® and Executive Assistant® software include archive management file back up to Write Once Read Many media and devices such as CD, DVD, or WORM hard drive. By transferring documents to WORM optical media CD or DVD using these utilities they may not be altered or deleted from the system. An audit report keeps track of which files, associated data, and media the files are stored on as well as when the transfer was done.
A daily backup file of the database is created which may be utilized for off-site backup or maintenance of a duplicate OSS by a third party service.
To purchase or arrange a demo:
contact sales@ceoimage.com or call 800.523.1066