Create!form Adds New Archive and Retrieval Capabilities

When it comes to streamlining the formatting and delivery of business documents, much progress has been made in recent years in the document management field. One of the leading companies in this arena, Create!form, has a product suite that covers a range of business applications, including forms, e-mail, fax, and document distribution. Last week the iSeries-oriented company added integrated archive and retrieval capabilities to its product suite by introducing Create!archive 3.0.

With this upgrade from Create!archive 2.7, Create!form officials believe they have once again increased the cost-efficiency aspect of the suite and added an important self-service feature for businesses that require frequent access to transactional documents. At the heart of this upgrade are capabilities that can be configured to enable self-service search and retrieval of archived documents from authorized Microsoft Windows workstations on a local area network or over the Internet, using a standard Web browser. It also enables scanning, indexing, and storing documents within the archive for convenient accessibility and the added benefit of reducing physical storage of business documents.

Create!archive 3.0 has several features that support the company’s claim for increased efficiency in document management. To begin with it provides the capability to select one or more returned documents from the results screen and to redirect them to a new destination, such as fax, print, or e-mail. It enables password protection (encryption) of individual PDF documents. With this feature, users can select security features that travel with the document. It is possible, for example, to set standardized security that limits unauthorized people from opening, viewing, editing, printing, or extracting content from a document.

To simplify searches, field and date range “pop-ups” are used to select retrieval parameters. It is also possible to include dynamic or static drop boxes within the search view, where users select one or more index values (either mandatory or optional) as initial values.

Enhanced archive-aging options and streamlined dialogs offer scheduling control for the automatic deletion or offline storage of documents, in accordance with corporate record-retention policies.

Create!archive 3.0 is available now. Pricing begins at less than $15,000.

Create!form is a wholly owned subsidiary of Bottomline Technologies, a technology provider of Financial Resource Management software and managed services. Bottomline’s flagship product is a paper check and electronic payment processing and fraud prevention software solution, called PayBase, which is a Windows-based solution. Create!archive plays an important role in PayBase, where native e-mail delivery, extended BACSTEL capabilities, and NACHA-compliant FTP data transmission support are its main features.