Ecofirma

Ecofirma, developed by Rolosa, is a document management solution that according to the vendor, aims to streamline document processes, enhance efficiency, and reduce paper usage. It is designed for companies of all sizes, including small businesses and large enterprises, and is used by various industries such as legal firms, financial institutions, healthcare organizations, government agencies, and education institutions.

Key Features

Document Capture: According to the vendor, Ecofirma allows users to easily capture documents from various sources such as scanners, email attachments, and mobile devices. It offers OCR technology to import and convert physical documents into digital files. The solution supports batch scanning for efficient processing.

Document Storage: Ecofirma provides a centralized repository for secure and organized document storage. Users can create folders and subfolders to categorize documents based on content or metadata. Version control is available to track document revisions.

Document Retrieval: Users can quickly search for specific documents using keywords, metadata, or full-text search, as claimed by the vendor. Advanced search filters are provided to narrow down search results based on document attributes such as date, author, or document type. The solution also offers a document preview feature.

Version Control: According to the vendor, Ecofirma ensures proper management and tracking of document versions. Users can check out documents to make changes, and the solution automatically saves a new version upon check-in. Complete version history is maintained for easy access to previous versions.

Collaboration Tools: Ecofirma facilitates collaboration among team members with document sharing and commenting features. Users can share documents with specific individuals or groups, controlling access permissions. Comments, annotations, and feedback can be directly left on documents.

Workflow Automation: According to the vendor, Ecofirma enables the automation of document-centric workflows, reducing manual tasks and improving process efficiency. Users can define workflows with predefined steps, assign tasks to specific individuals, and set deadlines. Notifications and reminders keep users informed about pending tasks and deadlines.

Document Security: Ecofirma ensures document security and confidentiality through access control mechanisms, as claimed by the vendor. Users can set granular permissions to restrict access to sensitive documents or folders. The solution offers encryption, audit trails, and user activity logs to track document access and modifications.

Integration: Ecofirma integrates with other business systems such as CRM, ERP, and HRMS, as stated by the vendor, allowing seamless data exchange and document management. APIs and connectors are provided to facilitate integration with third-party applications. Users can access and manage documents directly from their familiar business applications.

Mobile Access: According to the vendor, Ecofirma offers mobile apps for iOS and Android devices, enabling users to access and manage documents on the go. Users can capture documents using their mobile devices' cameras and upload them to the system. The mobile apps provide a user-friendly interface with essential document management features.