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TRIMDocX

Automatically manage and finalise your documents using business rules.

TRIMDocX is a great solution for organisations who want to extend their HP Records Manager (HPTRIM) Integration SharePoint 2013 - SharePoint 2010.

With its business rules based Auto Manage and Finalise functionalities TRIMDocX brings efficiency and simplicity to the document and records management process. Define the rules  in SharePoint Libraries (based on SharePoint metadata values)  and automatically manage documents in HP Records Manager (HPTRIM) based on those rules.

Features

  • Auto Manage documents based on rules
  • Finalise HP Records Manager (HPTRIM) documents based on SharePoint metadata -  business rules
  • Create unlimited groups in any library
  • Create groups in library and site level
  • Attach multiple groups in Auto manage or Finalise process
  • Activate or deactivate processes at any time
  • Create rules based on SharePoint metadata

 Specification

  • Certified on SharePoint 2010 or SharePoint 2013
  • Certified on HP Records Manager and HP TRIM 7.2 (or later)
  • HP Records Manager (HPTRIM) Integration for SharePoint 2010 - SharePoint 2013   
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GenDocX

GenDocX is a powerful tool for generating documents leveraging on templates and metadata from other documents. Users can map metadata from other documents and insert content and metadata into the new document. Document Templates can be created and modified by users as required.

 Features

  • Create new documents using metadata from existing documents
  • Use templates to create new documents and insert metadata into content
  • Administrator can define default mapping for each template
  • GenDocX can cooperate with HP Records Manager (HPTRIM) to set classification to document metadata
  • Insert Draft Watermark for documents

 Specification

  • Certified for SharePoint 2010 , SharePoint 2013, Microsoft 2007 and higher.
  • Certified for HP Records Manager  and HPTRIM 7.2 or later
 
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RecDocX

Incorporate Record Number and other relevant  information from HP Records Manager (HPTRIM) into Microsoft Word and Excel as Header and Footer.

RecDocX is a Word and Excel add-in that enables users to insert Record Number and other relevant metadata from HP Records Manager (HPTRIM) into Office documents directly from within Microsoft Office Word and Excel.

Once installed in Microsoft Office, RecDocX appears as a new tab in Microsoft Word or Microsoft Excel. Users can choose the metadata they wish to include within their documents while creating or editing them.

Benefits

  • Increased productivity - Add Record related information (record number, folder number etc.) into the document while save Word and Excel documents directly in TRIM
  • Easy to identify - Once the document gets the reference metadata (Record Number, Container, Author, Last Update Date etc.) it is easier to identify and manage the document
  • Single Click solution - Through one simple click insert the required metadata in position (left, right or centre) while writing or editing the document from within Microsoft Word / Excel

Features

  • Insert HP Records Manager (HPTRIM) Record Number and other metadata into header or footer
  • Set position of metadata
  • Use default text formatting or define own text format of HPTRIM metadata
  • Insert HP Records Manager (HPTRIM) metadata into document properties

 Specification

  • Microsoft Office 2007, 2010, 2013
  • HP Records Manager , HPTRIM 7.2 or later   
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RepliDocX

Document routing made easy. RepliDocX is a user friendly engine that enables users to define business rules based on SharePoint column values to manage documents in SharePoint and HP Records Manager (HPTRIM) with zero coding.

RepliDocX offers an easy to use interface for business users and record managers to define business rules using SharePoint column values. Based on these rules system can copy, move or move  documents with leaving a link within SharePoint, between SharePoint and HP Records Manager (HPTRIM) or between SharePoint 2010 and 2013.

Save expensive storage space and eliminate duplication by relocating documents to HP TRIM and leaving only a link in SharePoint along with metadata.

RepliDocX's document integration and replication between SharePoint 2010 and SharePoint 2013 allows organisations to use SharePoint 2010 and SharePoint 2013 side by side. It can also assist customers in rolling out SharePoint 2013 while maintaining all the production documents within SharePoint 2010 migration to SharePoint 2013.

Features

  • Copy documents from source library to more than one destination libraries
  • Move documents to destination libraries with or without leaving a link in the source library
  • Relocate documents to HP TRIM with or without leaving link in the source library
  • Copy or Move documents to and from SharePoint 2010 - SharePoint 2013 libraries
  • Create rules based on SharePoint metadata
  • Create rule groups at Site Collection, Site or Library level with Export and Import rules feature
  • Customised metadata mapping from source to destination libraries
  • Attach unlimited groups for automatic or manual processing
  • Working with HP TRIM Integration: expose Records with metadata while keeping the document in HP TRIM only
  • Working with other Anbul Technology solutions (TRIMDocX, ATClassificationField)

 Specification

  • SharePoint 2010 - SharePoint 2013
  • HP TRIM 7.1 or later
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DocXmbly

Anbul Technologies introduces DocXmbly for SharePoint 2013 - SharePoint 2010, with many added features to enhance user productivity and business process improvement. It is designed to assist users in document and contracts generation leveraging on existing  simple Microsoft Word templates stored  SharePoint or in HP Records Manager (HPTRIM). Organisations can leverage on staff members to generate complex documents using pre-approved text for business clauses.

Benefits

  • Generate documents from anywhere using web browser
  • Increased organisational and user productivity
  • Reduced cost of compliance and simplified user experience
  • Lower the risk of human error
  • Ideal for standardized document generation

 

Features

  • Generate documents using Microsoft Word templates
  • Save documents for staff collaboration and input using draft functionality
  • Share your forms with other users.
  • Assign business clauses from easy to use selection tool component.
  • Merge documents where inject other word documents to produce a consolidate report document.
  • Add images and references to other documents.

Specification

  • SharePoint 2010 or 2013
  • HP Records Manager , HPTRIM 7.2 or later
  • HP TRIM Integration for SharePoint 2010 or SharePoint 2013
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TRIMBocX

TRIMBocX is a Corporate document and records sharing platform leveraging on SharePoint and HP Records Manager (HPTRIM). Document sharing and collaboration made easy using TRIMBocX (without HP SharePoint integration module).  

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FileDocX

FileDocX extracts the embedded documents within SharePoint Custom list and stores in user defined Document Library to provide effective document and records management capabilities on such documents while maintaining the metadata in sync.   

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TSharePoint Tool

Build and configure your SharePoint environment at the press of a button.

Anbul Technologies (AT) SharePoint Tool is a utility which helps you plan, design and deploy your SharePoint architecture.

It offers great efficiency by building your SharePoint structure within fraction of the time compared to manual effort. Once the blue print architecture is designed, it can be used to build other identical structures with one click.

Features

  • One click, fast automated process
  • Create pages, libraries, columns and other SharePoint elements
  • Standardised SharePoint environment across the organisation
  • Save a project and deploy later
  • Restore your infrastructure in a few minutes

Specification

  • SharePoint 2010 - SharePoint 2013
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RME

RME allows the mapping of custom business names to HP TRIM classification.

Users have the flexibility to keep or change custom business names of documents they are familiar with without having to worry about their HP TRIM classification. Minimizes the need for change management.

Features

  • Map custom business names to HP TRIM Classifications
  • Push documents to specific HP TRIM containers based on business names
  • Create business names mapping

Specification

  • SharePoint 2010 - SharePoint 2013
  • HP TRIM 7.1 or later

HP TRIM Integration for SharePoint 2010

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SharePoint Column Protector

SharePoint Column Protector allows you to protect data on column level. Permissions for columns are defined using rules, groups or users for any SharePoint list or document library. SharePoint Column Protector secures your data and offers various possibilities to create rules.

Features

  • Hide columns on SharePoint lists and document libraries
  • Block data in columns for selected users
  • Block or Hide columns based on rules and metadata
  • Allows you to manage permissions per list element

Specification

  • SharePoint 2010 - SharePoint 2013
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ATBulk Loader

Easy to use web base document and records bulk loading solution for HP Records Manager (HPTRIM). It loads documents from Network shared file system as well as SharePoint into HP Records Manager (HPTRIM). ATBulk Loader is also available as simple "ASP .Net" solution , without the needs of SharePoint.