Document Valet for iMIS badge

Document Valet
for iMIS

Every file on the record it belongs to. Documents filed, found and shared from inside iMIS.

Pairs with

Start with Complaints and Investigations or Grievance and Discipline. Add Support Ticketing, Application Management or both. Pair Document Valet with any product at a bundled licence discount.

What it is

Files spread across shared drives, email and portals are slow to find and easy to lose track of. Document Valet for iMIS connects each document to the right member or process in iMIS, so your team files it once and finds it again on the record it belongs to. It works inside iMIS or with SharePoint and Azure, on cloud or on-premise iMIS. It pairs with any product for iMIS, or runs on its own.

What it does

On the right record

Keep every document connected to the member or process it belongs to.

Access control

Set who can see and change each document, so sensitive files stay with the right people.

Search and tags

Tag documents as you file them, then search to find them again quickly.

SharePoint and Azure

Store documents inside iMIS, or connect SharePoint or Azure, on cloud or on-premise iMIS.

What it involves

1

Install

We install Document Valet in your iMIS, cloud or on-premise, and set up its iPart on the pages that need it.

2

Connect

We connect it to the repository you use: iMIS itself, SharePoint or Azure.

3

Migrate

If you have existing document libraries, we help move them across, so everything stays connected and your team keeps working as it does now.

Document Valet interface displaying document management options with tagging features for files like birth certificates and resumes, integrated with iMIS for efficient document storage and retrieval.

Documents and tags in one place

Each document shows its tags, size and date, and new files upload from the same panel.

Choose how each iPart works

Pick the repository and the record a document files to, the file types and sizes allowed, how many documents are needed, and the messages people see.

Configuration interface for Document Valet in iMIS, displaying fields for repository settings, document types, file size limits, and validation messages.

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Let's talk through your document process

Book a call for a tailored demo built around the way your team handles documents.