Document Valet for iMIS by Visual Antidote

Document Valet for iMIS is a document management iPart which stores documents outside of iMIS while retaining a comprehensive index of documents per contact record as part of your iMIS database providing full reporting and access capabilities.

New in version 2.0:

- Now supporting both iMIS 2017 and iMIS Cloud deployments
- Ability to tag documents with
- User-defined tags
- Tags chosen from an IQA-based list
- Both options
- Complementary document viewer which consolidates documents from multiple sources to create a comprehensive view of all documents attached to an individual or groups of individuals.
- Ability for staff to lock documents to prevent adjustment or accidental deletion


Benefits
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- Use of external cloud storage such as Sharepoint or S3 (Amazon) for security and unlimited expansion
- Ability to upload multiple documents to a single record improves the user experience
- Integration with Form Builder (and Sonic Forms for iMIS 2017) prevent form submissions in the absence of a required supporting document
- Ability to flexibly import documents from external sources (such as file servers) and connect them to your iMIS database for ease of access
- By using Document Valet to store your documents in iMIS 2017 you smooth your cloud upgrade path and provide immediate benefits to your staff and user communities.
- Using the included viewer allows you to consolidate documents both by ID and document type and allow them to be inspected appropriately.