CNG-SAFE

Overview

Input
We make it easy to file documents of different types whether they are scanned images, Word, Excel, PDF, CAD, email, photos, faxes, etc. Users can scan, import, drag- and-drop, print-to, or save-as to input documents. CNG-SAFE also gives you the possibility to create new documents within the filing structure. All documents are stored in their native format in centralized repositories.

Structure
CNG-SAFE provides a very structured filing environment. In the paper world, file rooms contain file cabinets. For example, you may have 5 four-drawer file cabinets for your clients, a cabinet for your vendors, a personnel cabinet, etc. Within those cabinets are folders and within those folders, documents.
With CNG-SAFE it’s exactly the same. The concept of CNG-SAFE is a Repository containing Cabinets, within Cabinets there are Folders. Those Folders contain Tabs where all Documents reside regardless of their format or function. This structure eliminates the inefficiency of multiple clicks to drill into a folder-sub-folder structure to get to a document.

Search
Because documents are filed into CNG-SAFE using standard naming conventions (templates) that you create, searching for them later is simplified. Users have three ways to search for a document. Quick navigation of the folder/tab/document structure is most efficient. Users can search for a document based on keywords or metadata – such as creation date, created by, etc. Thirdly, users can search for documents which contain text based on strings of text within the documents.

Workflow
All businesses operate by document workflow processes. These processes are the lifeblood of a company. Examples are processing invoices for payment, reviewing contracts, entering billing information, order entry, etc. CNG-SAFE includes powerful workflow capabilities. Not as an optional add-on, but part of the core product. Workflow can be performed manually or based on business rules defined in SAFE and provides alert and escalation automation as well as reporting and management to monitor and control processes.

Interface
Users access the system via a client interface or through a browser. CNG-SAFE is available in both “installed” – installed on your computers, accessed locally or over the internet; or “hosted” – where the software resides on our servers and you access your documents via the internet. The hosted version is perfect for clients with limited IT resources. Regardless of the delivery method, the product is the same – CNG-SAFE.

Scheduling
Cabinets, Folders, or Documents can be scheduled for action on a specified date. A user can assign a scheduled item to other users, and items can be routed on a scheduled date, any scheduled item can be scheduled multiple times. A user may also add a scheduled item to an Outlook calendar or send an appointment request.

Integration
Document Management is one important tool, but not the only software used by most companies. CNG-SAFE provides an API and out-of-the-box integration utilities to help integrate to other software systems in use. Out-of-the-box, CNG-SAFE integrates with all of the Microsoft Office applications. We store documents in their native format, so if you want to edit these types of documents from within CNG-SAFE, and you have access rights, you simply use an application like Word or Excel to do the edits – no need to learn a proprietary system. CNG integration tools allow you to leverage data already housed in within other applications like Customer Relationship Management (CRM) or Accounting systems. This data can be used to populate index fields in CNG-SAFE when creating a new folder – eliminating double data entry.

Benefits

Since 1999, our mission has been to help companies achieve their growth and profitability goals with our document management and workflow software. Our passion is to see our customers successfully make the transition to centralized document management allowing them to operate multiple locations, support remote workers, meet compliance requirements, reclaim office space and solve a wide range of business problems. Consulting and training are the cornerstones of our approach to making sure every customer makes this transition as quickly and smoothly as possible.