Capture Mobile Data and Populate Word & PDF Forms

13th June, 2018Document-Genetics-Globe

Digital Transformation Light-Bulb Moment?

"I'd like to replace all my existing paper forms and capture data with mobile devices- but still be able to use the same MS Word & PDF forms, templates or reports?"

infoForms allows you to Design and Deploy electronic forms (and data capture applications) to Android mobile devices in minute. Once the forms are created via the dashboard, map the fields into your own PDF form or Word Document/Report and infoForms does the rest:

fillable pdf process

1) Fill out forms using the infoForms Apps on mobile devices.

 2) The apps works seamlessly between online and offline environments ensuring no disruption to work effort. Whenever connectivity is re-established after working offline data is seamlessly synced and posted directly into your custom PDF or Word document. 

 3) Every time a form is submitted, the PDF or Word templates are filled out and can be emailed or delivered to multiple destinations.

Some examples of Fillable PDF's and Word Documents are Safety Inspections, Vehicle Inspections, Building Inspections, Letting Agency Inspections, Preventative Maintenance Visits, Health & Safety / Installation Sign-off, Time Sheets, etc,.

Authorised Data Recipients can access records via Data Access Portal or extract data/reports via Data Access APIs. Additionally, form data can be mapped directly into a fillable PDF report and delivered directly to the end recipient from the app.

infoForms supports the integration of your organisation's own custom PDF and Word report templates to help you achieve your own reporting look and feel. Each mobile form can automatically deliver different reports to different recipients all from the same data set.

Check out the infoForms Videos or call 01604 671177 for a web demo. 

Controlling Unstructured Data for GDPR Compliance

Document-Genetics-Globe

4th June, 2018

infoRouter logoDocument Genetics offer Simplified GDPR Document Management Software (DMS) & Archiving Bundles which convert your unstructured documents (e.g. paper archives, shared drives, email, legacy applications, PCs, etc.) into information you can FIND quickly.

infoRouter DMS has a key role to play in managing information by applying security, meta-data & full text searching, all of which are vital for GDPR compliance.

Meta-data enables policy driven access and audit controls to address many GDPR requirements such as privacy by design, subject access requests, right to be forgotten & data portability, plus meeting breach notification standards.

Read more about how meta-data helps GDPR compliance or view our GDPR & DMS Whitepaper for more detail.

Company Overview Video

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15th May 2018

As with many businesses, here at Document Genetics we are constantly evolving and adapting to meet the ever changing needs of our customers.

Company Overview Prezi VideoThis 2 minute company overview video explains Document Genetics' current role as a software development & services company specialising in Document Management Software, Enterprise ERP Output Management, Intelligent Document Capture & Mobile data Capture systems.

We achieve this by providing a suite of Business Process Automation software solutions that focus on improving document automation, workflow, collaboration and internal / external communication.

Document Genetics GDPR Compliance Policy

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2nd May, 2018

GDPR

High levels of data protection and security is always of paramount importance to Document Genetics and we are committed to meeting the GDPR requirements of a data processor relating to the personal data entrusted to us by our Clients.

To this end we have produced a  GDPR Compliance Policy statement for our customers which can be found HERE.

Using meta-data for GDPR Compliance

Document-Genetics-Globe

16th April, 2018

GDPRYour business may hold personal data, but the new GDPR view of data protection means that you do not own it – therefore, companies should consider themselves as custodians of the data to be GDPR compliant.

Much of this personal data is held in databases and meta-data is required to interrogate and manage databases. This is why meta-data is so important for GDPR compliance.

Meta-data is descriptive tags about the data. In other words, information (data) that provides additional information about other data. In terms of a document, it could be a retention date, unique identifier such as customer number or how it relates to business processes.

Meta-data is essential for GDPR compliance because it allows for discovery & identification, access & version control, and assists with auditing & management of documents containing personal data. This also helps organisations better understand the personal data it holds, the way it flows through the business and quickly gain access to it when required.

GDPR requires companies to know what personal data it holds, why & where it is held, how it is used, who can access it, who has used it and how to deal efficiently with a data breach - Meta-data enables policy driven access and audit controls to address all of these requirements.

infoRouter logoUnfortunately, not all document (or data) has meta-data attached (e.g. electronic files stored on shared drives or PCs, or perhaps paper records stored in filing cabinets) – this is why document management software has a valuable role to play in managing information in a structured way. Customisable meta-data fields are a core feature of infoRouter Document and Record Management Software so can be a huge help with GDPR compliance.

For further information please go to GDPR - How to be compliant with new Data Protection Laws, alternatively, take a look at our GDPR WhitePaper which considers the useful role of meta-data and Document Management Systems with regards to GDPR compliance.

infoRouter tops over 400,000 users

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26th March, 2018

infoRouter logo

 

Do you need to make cost and efficiency savings within your business? If so, please check out this short video introducing infoRouter, the world's best Document and Records Management APP.

Used by thousands of companies around the world, infoRouter is available as a free trial for 30 days and we offer purchase and rental/lease options.

Plus, customisable meta-data fields have always been a core feature within infoRouter Document Management Software so it can be a key compliance tool for GDPR.

Major New infoRouter Release 8.6xx

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20th February, 2018

As part of the ongoing continuous development of infoRouter, a major new release '8.6.xx' is now available!

infoRouter logo

 

New features

  • Advanced Searches can now be tied to user groups;
  • Anonymous Access can be shut-off, meaning that nothing of the infoRouter portal is available until after login;
  • New updated design.

To support some of these features, and further developments to come, please be aware of some important changes regarding Licence Keys, MySQL database platforms and 32-bit server platforms:

GDPR Compliance & the New Data Protection Laws

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6th February, 2018

The use of technology alone will not ensure compliance with new Data Protection laws, but Document and Records Management software (DMS / EDMS), such as infoRouter, can play a key role for SMEs in the following areas within GDPR:


GDPR

1. The right to be forgotten
2. The right of access
3. The right to data portability
4. Breach notification standards
5. Privacy by design


Check out our GDPR - How to be compliant with the new data protection laws article 
for checklists, guides and a whitepaper or call us on 01604 671177 for a web demo.

infoHR - infoExplorer Tools Video Pt4

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22nd January, 2018

This video is the forth in a series explaining infoExplorer tools and introduces infoHR, the fast way to distribute and track the delivery of confidential Human Resources documents.

infoExplorer Tools Pt4 Thumb

infoHR is a secure method to send documents to employees, partners, or 3rd party organisations.

It comes into its own when you really need to be sure a document has been delivered and the recipient has read it – in other words, traceable document delivery with an audit trail and automatically published into  infoRouter document and records management software.

 

Please click HERE to view the video.

infoRouter is part of a suite of Business Process Automation software solutions that focus on improving document automation, workflow, collaboration and internal / external communication.

New Mobile Forms & Mobile Data Capture Application

Document-Genetics-Globe

15th January, 2018

We’re all looking to streamline our activities and targeting paper based tasks is a good place to start.

Design and Deploy electronic forms (and data capture applications) to mobile devices  in minutes using infoForms!

infoForms tablet in hands

 

Capture Text, Signature, GPS location, Photo, Video, Audio, Barcode and more. But, the really clever bit is you can easily manage the information via our reporting dashboard, or we can auto-publish back to your line of business system (ERP, CRM, SharePoint, SQL, etc) via our universal connector.

 

Top Applications:

  • Any kind of Inspection Reports (Site, Vehicle, Safety, etc.)
  • Customer Questionnaire, Feedback and Surveys forms
  • Work Orders, Job Sheets & Time Sheets
  • Proof of Delivery /  Risk Assessments
  • Or any application where you need to capture data rapidly on the move.

Check out the infoForms Videos or call 01604 671177 for a web demo.