StapleWare® Desktop Modules

 

DocuWare Integrated Document Management manages your business processes and documents. Big Sky Systems created these StapleWare® Modules to increase DocuWare functionality and to directly fulfill the needs of our customers. These desktop modules are installed on the users computer and work with the DocuWare client to help DocuWare users to make better decisions in less time with fewer errors.

 


 

Track Missing Documents
Discover and track missing documents in your DocuWare file cabinet with the Deficiency Manager module.

Stop Searching Your File Cabinet
Create a list of required documents and let Deficiency Manager crosscheck your file cabinet for missing documents. Prevent processes from moving forward until all required documents have been fulfilled. Example applications: employee onboarding, student enrollment or loan applications.

Dynamic Checklists & Exporting
Set up separate document lists to correspond to individual departments, locations or employees, and create and export lists of missing documents to ensure all mandatory documents get fulfilled despite different requirements between departments. 

Click to watch the Deficiency Manager Video

 

 

Link Any Software to DocuWare
Select text in any software application, press hot key and the Web Client Integration Tool will open all related documents in the DocuWare Web Client.

Configure One Hot Key for All Applications
Press configured hot key combination in any software application and the Web Client Integration Tool will use selected text to search your DocuWare file cabinet for all documents related to a specific client, company, employee or whatever search term you have selected.

Utilize Text or OCR Capture
Scroll over text or use crosshairs to use Optical Character Recognition (OCR) in PDFs or other file types without the need for screen mapping or a lengthy set up process. Set up multiple hot key configurations to correspond to specific DocuWare fields or file cabinets.

 

 

 

 

 

Create User Rights Reports

DocuWare is a proven enterprise content management system. Paired with the StapleWare® Audit module, it makes reporting user access in DocuWare easy and accurate.

Automate Reporting for Audits

StapleWare Audit creates a report of user access to DocuWare Cloud resources. File Cabinet Profiles, Dialogs, Roles, Groups, and Stamps are a few of the resources included in the report. The reports are an efficient way to accurately inform auditors of user rights and roles within the DocuWare system.

 

 

 

 

 

 


Check for Duplicates in DocuWare
Prevent duplicate documents from making their way into your DocuWare file cabinet during import or while making index field changes.

Customize Your Duplicate Prevention
Select which field or fields you want to check for duplicate values. For accounts payable, users can select Invoice Number and Vendor Name to prevent duplicate invoices and clear up any accounting issues before they begin. 

Create Custom Error Messages
For every Double Check job, you can create a specific message that pops up in DocuWare to instruct users how to proceed with duplicate errors.

Click to watch the Double Check video

 

 

Consolidate Patient Medical Records DocuWare is a proven enterprise content management system. Paired with the StapleWare® Release of Information Manager module the release of medical records is fast and efficient by encapsulating and encrypting medical records with a patient electronic signature. 

Verify Patient Authorization
The Release of Information module will allow the Medical Records staff to access the patient records, verify the patient name and medical record number and verify that the person that is requesting the records has the authority to request the records. 

Create an Encrypted FileThe ROI Manager allows the requestor to select the entire medical record or specific visits within the record for download. The encryption utility provides patient record security with a password.

 

Release of Information + Electronic Signature

Connect DocuWare & MS Dynamics Great Plains
Search or store documents in your DocuWare system directly from the Microsoft Dynamics Great Plains application with this popular StapleWare module.

File Documents With All Index Data
Store documents to DocuWare directly from Microsoft Dynamics Great Plains while capturing critical index information. Without opening DocuWare, users press shortcut keys or integration buttons in Great Plains and documents are automatically filed using field values from Great Plains.

Search DocuWare from MS Dynamics Great Plains
Quickly retrieve documents from your DocuWare file cabinet from ANY Great Plains window with a pre-configured keyboard shortcut. Create unlimited number of search or store integrations to fit your company’s workflow and document filing system.

Click to watch the MS Dynamics GP Integration Video