Open Text - Livelink eDocs Contracts Management (Hummingbird) PDF Print E-mail

Perfectus has created a very close integration with Hummingbird Enterprise 2004/2005 (eDOCS DM5 and eDOCS DM6). By fully integrating into our design tool, the IP Manager, authors are able to leverage all the power of a full document management system.

Perfectus has a tight integration to the eDOCS WebTop Contracts Management (CM) solution, but also has the ability to integrate directly to DM5 or DM6 without requiring WebTop or Contracts Management.

Our integration points include:

Open/Save Package - Ability to Open and Save IPManager interview design files into the eDOCS Document Management Systems
Import/Export Template - Ability to Import and Export Microsoft Word templates into the IPManager designer from eDOCS DM

Outcome Clause Picker - Provides the ability for an Interview Designer to store document clauses (fragments) in eDOCS DM along with rules on how these clauses will be used in assembled documents

Interview Integration - The Perfectus EasyInterview is embedded within the Contracts Management Web Portal.
Interview File Picker - Allows interview users to select files from eDOCS DM which will be inserted into documents at assembly time

Interview Folder Picker - Allows interview users to select a eDOCS DM location to use for storing assembled documents.

Fetcher - A process for extracting any files required during the document assembly process from the eDOCS Document Management System

Distributor - Ability to set meta-data and distribute documents generated by Perfectus into an eDOCS DM location

Publisher Plug-in - Publishing our interview shortcuts to eDOCS DM, to enable an EasyInterview to be initiated directly from within Contracts Management
Open / Save AnswerSet - During the Interview a user can Save their answers to questions into eDOCS DM as an XML AnswerSet file. Answers can be retrieved to pre-populate questions if the interview is restarted


 
Open Text - Livelink ECM Contract Lifecycle Management (CLM) PDF Print E-mail

Perfectus has created a very close integration with Open Text Livelink (now "Content Server"). By fully integrating into our design tool, the IP Manager, authors are able to leverage all the power of a full enterprise content management system.

Open Text has built a content enabled application using Perfectus as the document process automation engine to drive Livelink ECM - Contract Lifecycle Management (CLM). The Perfectus interview is run within Contracts Lifecycle Management, with a tight integration to the CLM workflow.

Our integration points include:

Open/Save Package - Ability to Open and Save IPManager interview design files into the Livelink Document Management System
Import/Export Template - Ability to Import and Export Microsoft Word templates into the IPManager designer from Livelink

Outcome Clause Picker - Provides the ability for an Interview Designer to store document clauses (fragments) in Livelink along with rules on how these clauses will be used in assembled documents

Interview Integration - The Perfectus EasyInterview is embedded within the Contracts Lifecycle Management web application.
Interview File Picker - Allows interview users to select files from Livelink which will be inserted into documents at assembly time

Interview Folder Picker - Allows interview users to select a Livelink location to use for storing assembled documents.

Fetcher - A process for extracting any files required during the document assembly process from the Livelink Document Management System

Distributor - Ability to set meta-data and distribute documents generated by Perfectus into a Livelink location

Publisher Plug-in - Publishing our interview shortcuts to Livelink, to enable an EasyInterview to be initiated directly from within Contracts Lifecycle Management.
Open / Save AnswerSet - During the Interview a user can Save their answers to questions into Livelink as an XML AnswerSet file. Answers can be retrieved to pre-populate questions if the interview is restarted
Suspend / Resume Interview - During the Interview a user can save their current interview state to a "resume" link in Livelink which can be used to resume their interview at a future time

 
Microsoft SharePoint Server PDF Print E-mail

By combining Perfectus and SharePoint, organizations can create powerful business solutions that save time, improve quality and reduce risk in document compliance and management.

logo_sharepointUtilizing the powerful features of SharePoint’s collaboration, document management and web management functionality, Perfectus’ data capture and document automation software delivers the full document lifecycle process from creating, sharing, processing and storing business-critical information.

Our integration points include:

  • Open/Save Package - Ability to Open and Save IPManager interview design files in SharePoint document libraries
  • Import/Export Template - Ability to Import and Export Microsoft Word templates into the IPManager designer from document libraries
  • Outcome Clause Picker - Provides the ability for an Interview Designer to store document clauses (fragments) in SharePoint document libraries along with rules on how these clauses will be used in assembled documents
  • Interview File Picker - Allows interview users to select files from SharePoint document libraries which will be inserted into documents at assembly time
  • Interview Folder Picker - Allows interview users to select a SharePoint document library location to use for storing assembled documents.
  • Fetcher - A process for extracting any files required during the document assembly process from SharePoint document libraries
  • Distributor - Ability to set meta-data and distribute documents generated by Perfectus into SharePoint document libraries
  • Publisher Plug-in - Publishing our interview shortcuts to SharePoint, to enable an EasyInterview to be initiated directly from within a SharePoint portal or application.

sharepoint_interview

 
Documentum PDF Print E-mail

Perfectus has created an integration with Documentum that allows our customers to create content enabled applications on top of the document management server.

logo_documentumOur integration points include:

  • Provides the ability for an Interview Designer to store document clauses (fragments) in Documentum along with rules on how these clauses will be used in assembled documents.
  • A fetcher for extracting any files required during the document assembly process from Documentum.
  • Ability to set meta-data and distribute documents generated by Perfectus into Documentum.


 
Interwoven PDF Print E-mail

Perfectus has created a very close integration with Interwoven. By fully integrating into our design tool, the IP Manager, authors are able to leverage all the power of a full document management system.

logo_iwovOur integration points include:

  • Ability to Open and Save IPManager interview design files in Interwoven.
  • Ability to Import and Export Microsoft Word templates into the IPManager designer from Interwoven.
  • Provides the ability for an Interview Designer to store document clauses (fragments) in Interwoven along with rules on how these clauses will be used in assembled documents.
  • A fetcher for extracting any files required during the document assembly process from Interwoven.
  • Ability to set meta-data and distribute documents generated by Perfectus into Interwoven.