4.7
4.7 (10 ratings)

Docs Creatio

Enterprise content management system on Creatio platform
Software solution
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    Docs Creatio allows users to register, track, approve documents, assign and control task performance, simplifies the interaction between managers and subordinates and significantly increases the work efficiency. This solution involves work with document during its life cycle in company.

    Docflow management

    • Document registration and tracking
    • Creating documents from email
    • Improved document page
    • Tracking document lifecycle in the system
    • Set of fields on the document page depending on its type
    • Communication inside document card (also in business process)
    • Unified document registry
    • Flexible segmentation of document registry
    • Document and contract approval (also via business process)
    • Document page and attachment approval
    • Group approval
    • Start approval via email
    • Sending document to resolution
    • Document execution control
    • Document familiarization
    • Familiarization statistic
    • Pre-set document forms
    • Sending email with current document attachments
    • Document numeration setting
    • Digital archive (document package, dependent and connected document)
    • Pre-set docflow analysis

    Task control

    • Improved activity card
    • Start task performance in 1 click
    • Fast task creating – to single employee, to group
    • Dependent task
    • Task performance control: fixing the expected result, check by controller, return for revision
    • Task deadline transfer by request
    • Multilevel reference analytics: ready-made reports and convenient tools for setting analytics
    • Gantt chart for planning resources
    • Activity status change and deadline transfer logging

    Work with files

    • File preview
    • Online and offline file editing
    • File check-out for personal editing
    • File version storing and comparison
    • Scanning
    • File and document interactions history

    Effective work in the system

    • Pre-configured user start page
    • Tasks conditional décor by statuses and priorities
    • New and expired tasks notifications via special application Informer for Windows
    Support conditions

    Support is provided within the framework of the technical support packages of Samarasoft. In case of an on-site deployment, a vendor ensures free transition to a new version. The transition is performed independently by a client or with the assistance of the developer on a fee basis. In case of cloud deployment, a vendor upgrades the client’s system for free, without guaranteeing the retention of working capability of the project settings, if any are present.

    NOTE: The migration of project modifications within context of free transfer to a new version is not carried out.

     

    Price
    - - - - - - Software solution - - - - - - Docs Creatio, full edition cloud
    $ 600
    user / year
    - - - - - - Software solution - - - - - - Docs Creatio, full edition on-site subscription
    $ 600
    user / year
    - - - - - - Software solution - - - - - - Docs Creatio, standard edition cloud / on-site subscription
    $ 200
    user / year
    - - - - - - - - - - Add-on - - - - - - - - - - Docs Creatio Full add-on cloud/on-site subscription
    $ 300
    user / year
    - - - - - - - - - - Add-on - - - - - - - - - - Docs Creatio Standard add-on cloud/on-site subscription
    $ 100
    user / year

    Pricing does not include taxes and fees (such as VAT) regulated by law. The minimum annual purchase volume per customer is at least $5,000 spent for Creatio software and services.

    • In case Docs Creatio purchaising as an software solution, purchasing at least 1 Docs Creatio, full edition license (Cloud / On-site subscription) required.
    • In case Docs Creatio purchaising as an add-on, purchasing at least 1 Creatio license (Cloud / On-site subscription) required.
    • Also in the case Docs Creatio add-on you may have the same functionallity as Docs Creatio, full edition licenses have.
    • To purchase an add-on Docs Creatio Full requires the user to have a previously purchased Studio Creatio Enterprise, Sales Creatio or Service Creatio any edition license
    • To purchase an add-on Docs Creatio Standard requires the user to have a previously purchased Customer Portal Creatio license
    • Purchase of an add-on Docs Creatio Full add-on is not possible at the same time as the Studio Enterprise. In this case, you need to purchase Docs Creatio full edition, which already includes Studio Enterprise.
    • Purchase of an add-on Docs Creatio Standard add-on is not possible at the same time as the Customer Portal. In this case, you need to purchase Docs Creatio Standard edition, which already includes Customer Portal.
    Product features    Docs Creatio,
    standard edition       
    Docs Creatio,
    full edition    
    File versions storage and comparison          ●            ●
    Execution of resolutions on documents          ●            ●
    Starting document approval process, and participation in approval process          ●           ●
    Informer for Windows (App for notification about tasks directly on a desktop)          ●           ●
    Task status highlighting          ●          ●
    Document registration from scanner          ●          ●
    Deadline prolongation          ●          ●
    Task creation, task execution, task control          ●          ●
    Representation of tasks in form of Gantt chart          ●          ●
    Mobile app            ●
    Administrative tools (users, rights, etc.)            ●
    Document registration from e-mail            ●
    Business process customization, case customization, adding fields            ●
    Analytics settings            ●
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.14.1 and up
    DBMS
    MS SQL
    PostgreSQL
    Platform
    .Net Framework

    Full-text search functionality is not available for Creatio on PostgreSQL.

    Guides and manuals

    Update library for Creatio versions 7.14.1 and below. Before installation Docs Creatio on your stand you should amend DocumentFormat.OpenXml.dll library version on your stand

    • cloud - via case to Creatio suport with request: "Please amend for stand (stand url) DocumentFormat.OpenXml.dll library version in Terrasoft.WebApp\bin. 
    • on-site amend DocumentFormat.OpenXml.dll library version in  Terrasoft.WebApp\bin by yourself.

     Link for new version.

    For Sales Creatio and Marketing Creatio as basic products you can install Docs Creatio automatically from Marketplace.

    For Service Creatio and Studio Creatio as basic products you can send request for special version of Docs Creatio to support@samarasoft.com and install it yourself manually.

    Leave your feedback about the solution to its developer and Marketplace team