Top companies depend on Workgroups 2010 to manage their project workflows and to keep them ahead of the competition.
Administrators now have a choice of using their own SMTP server or a new built-in SMTP server to send email. Using the built-in SMTP Server provides administrators with the benefit of simplifying setup, the ability to offload email operations from their main mail server, and the ability to quickly set up test systems with no corporate IT support.
Jump-start your implementation by installing tickets, reports, sample code snippets, and complete solutions directly from the Resource Exchange at the new MetaCommunications Developer Center. Participate in the forums to learn about and discuss the Workgroups 2010 suite. A searchable knowledge base and an active blog maintained by MetaCommunications add to the growing collection of resources for Workgroups developers, customers, and users alike.
Whether it is used to send notifications to administrators, system users, or to customers, email is an essential part of the Workgroups suite. Now, we’ve built an email sending service right into Workgroups that gives administrators and developers the ability to more precisely control the email handling and scheduling of the system.
Previous versions of the Workgroups suite required a Windows Server operating system to run the Workgroups server components. Now, Workgroups 2010’s server components can run on Windows 7, Windows Vista Business Edition, or even Windows XP (see system requirements for specifics). Because of this, developers can set up testing and prototyping systems right on their desktop computers. Additionally, Microsoft's free SQL Server 2005 Express Edition database engine can be combined with Workgroups 2010 for a powerful and economical test, development, and deployed solution suitable for teams and workgroups.
A simplified licensing manager allows administrators to manage their licenses as a single certificate instead of as multiple serial numbers. An “In-Use” view shows currently licensed capacity and real-time use.
Access to information in the Workgroups suite can be tightly controlled: Administrators set visibility and control rights for users and groups. Permissions can be specified right down to the field level, providing Administrators with the means to create granular access and security policies that are as easy to implement as they are to maintain.
Configuration of Workgroups is designed to be simple and efficient across all server and desktop apps. From automatically detecting required settings to suggesting settings where needed, Workgroups applications are designed to get you up, running, and properly configured as quickly as possible. A range of in-place tests help ensure the settings you choose work correctly.
Flexible and easy to use administrative capabilities have been added to the Workgroups suite. Administrators can now start and stop databases independently, access and filter event log information and manage product licensing in one intuitive interface.
The completely new Server Installer has been rewritten with speed and ease of use in mind. An intelligent wizard automatically configures the installation procedure based on your Workgroups license certificate and operating system. Components required by the installer are now downloaded dynamically from the US, Europe, or Asia...all based on the installer’s location.
Use the new all-in-one Server Configurator to create new databases, change the application family of existing databases, configure reporting services and email notifications, update license certificates, and more.
LDAP support is now built-in to Workgroups 2010 so you can use your corporate LDAP/Active Directory server to authenticate Workgroups users sign in. Administrators will find this feature simple to configure and transparent to users.
The next generation of the Advanced Workflow and Scheduling (AWS) engine has arrived with features and functionality for administrators, developers, and users alike! AWS is now built as a server-based workflow engine that is seamlessly integrated into all modules of the Workgroups 2010 suite, including Approval Manager. With AWS, users and administrators have consolidated scheduling and activity views across the entire Workgroups 2010 suite, and developers have a built-in workflow engine to use with their custom applications. See more AWS 5.0 features.
The new Workgroups 2010 suite is now available for installation on site or as a new hosted subscription service through Workgroups.com. Hosted services are quick to implement: no server software, setup or hardware is required to get up and running. For customers interested in working from the cloud and reducing their IT overhead, subscriptions start as low as $39 per user, per month (plus server fees).
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The new Workgroups 2010™ suite provides built-in publishing workflow support for InCopy and InDesign CS4 & CS5, allowing content creators and stakeholders to work in the tools they already know while leveraging the renowned workflow management and project management capabilities of Workgroups 2010 to improve team efficiency and collaboration. Find out more about publishing workflow solutions.
Workgroups 2010 is built on a modern technology stack that provides developers with an industry standard way to add additional features, enhance functionality, build customized solutions and integrate with third-party systems. Development is supported through .NET plug-ins, SOAP, JSON, and MetaScript (MetaCommunications' extension to JavaScript 1.8).
Using the enhanced and extended OpenURI MetaScript function, developers can programmatically open and control the interface of the Virtual Ticket module of Workgroups 2010. Now a developer can put a button on a form to open a list of customers in a Find, or an administrator can put a button on a form to open a related record in a new browser window. This capability can be effectively used to automate the look up of data, save time, and streamline a user’s experience.
Workgroups 2010 has been optimized for performance on busy and slow networks. Just because your network slows down doesn't mean your workflow has to.
Support for Mac OS X Snow Leopard and Windows 7 ensures that your users can run the latest Workgroups on the latest desktop operating systems.
MetaScript, the scripting language used by Virtual Ticket, has always been based on industry standard JavaScript. Now we’ve upgraded it to support all the features of JavaScript 1.8, giving developers even more capabilities to create robust solutions quickly.
Use current versions of 32 and 64-bit Microsoft Windows and SQL Server:
Desktop applications now use the HTTP network protocol to communicate with the server. This allows them to efficiently communicate over the Internet and through firewalls, just like a web browser.
The desktop application installer has been lightened and optimized to quickly install the desktop apps without Administrative operating system permissions. This makes deployment and auto-upgrading a snap and requires no IT intervention or resources.
Integrate web site, portal, web services and other HTML pages directly in the Virtual Ticket module and leverage the ability to include your third party web apps within your Workgroups powered workflows.
Give your teams complete control over their files. Comprehensive new file version control features provide teams with the ability to check-in and check-out files, see a history of changes to files, and have a clear vision of who is working on what file. File version control may be used exclusively to control all file access through Workgroups or in a hybrid setup where some workflows may use File version control and others may use standard file server access. This provides you with the ability to choose the best workflow for your teams.
New additions to MetaScript provide administrators and developers with a range of new capabilities, including:
Instant access to MetaCommunications developer resources have been added to the apps for developers and administrators. The embedded menus provide access to samples, importable tickets & solutions, blog articles, knowledgebase articles, and developer forums.
Write global MetaScript actions to automate various functions within Workgroups. For example, launch custom Dashboards when users log in, open dynamically prefilled Finds and other Virtual Ticket windows from Application menus, run automation scripts against third-party applications, and more.
Small improvements to how someone works can often make for large improvements in results. For example, by adding the ability to create new records from Find results, users can work more naturally and efficiently without changing windows or contexts in their application.
Any form in the Virtual Ticket module of Workgroups 2010 can now be printed as a multi-page report and output as either PDF or perfectly formatted Excel documents. These reports include a smart conversion technology that allows reports to be dynamically formatted based on information in the system. As a result, the actual layout and information in the reports is tailored as the report is printed.
The Virtual Ticket module's desktop client applications now support form zooming to ensure that a form is equally legible on high resolution and low resolution monitors. Zoom settings are saved as a user preference, ensuring that once set, the system provides a consistent and accommodating environment in which to work.
Microsoft Office 2007, including PowerPoint, Word, and Excel, is now fully supported by our built-in metadata engine. Content and thumbnails are captured for many Office applications. As always, text content is fully searchable from within the application.
The new Document Organizer feature includes support for MS Outlook, MS Entourage and Apple Mail. Users can simply drag & drop emailed attachments, or even the emails themselves, onto the file collector to have them automatically copied to the specified folder location.
Workgroups includes a technology called Custom Queries that allows you or a developer to create custom windows that can be published to users based on permissions. This level of customization provides you with the ability to enhance and extend the standard solution to meet your unique current and emerging needs.
Get off the endless paper trail with customizable electronic job tickets that simplify, organize and drive the work that goes in to your projects. No more lost instructions. No more confusion. No more mistakes because information was received too late or due to illegible handwriting. Electronic job tickets give your entire team simultaneous access to the most up-to-date information related to each project, and are easily customized to accommodate your diverse needs and workflows.
Powerful digital asset management capabilities include traditional image cataloging with innovative features that enable you to quickly build catalogs of images for specific customers, brands, product shots, corporate artwork, or individual themes of your choice.
Event notification tools provide a fail-safe and efficient way to communicate critical information related to your projects:
Design and develop your MS SQL Server database without knowing Structured Query Language (SQL). An advanced visual database editor provides even non-programmers with a point-and-click means for designing and developing the databases for their workgroups, teams, and businesses.
Administrators and users can now create custom Application Menus that can be used to execute scripts, run reports, open finds, create new jobs, open browser windows, open dashboards, and much more. This provides administrators with the ability to organize and optimize how they and their users work. Application Menus may be set up by administrators and shared to users based on their permissions.
Provide users with easy to use visual Dashboards that present virtually any information upon logging in, or on demand. For example, Dashboards can be used to present users with navigational choices, user To-Do lists, button driven automation, and reports. These are a great way to provide users with information and automation pertinent to their work.
The standard forms installed with every database have been updated to include improved organization and a great new appearance. If upgrading, new standard forms will be added with a "[Workgroups 2010 R2]" suffix, providing you with the opportunity to review and choose the new features, designs, and form elements you would like to adopt.
MetaScript, Custom Query, and Stored Files editing gets more convenient and efficient with Find and Replace functionality.
File Collectors have a range of new properties and functions in this release. Cosmetically, snap-to sizing is replaced by continuous resizing in order to provide for more control in designing the appearance of file collectors in forms. At a functional level, several new properties provide greater flexibility in designing how the file collector behaves and new metascript functions provide administrators and developers with the ability to programmatically refresh the contents of a file collector, sync with the file system, and work with mouse-click events in file collectors.
Additional details are provided in the release notes.
Make your system run lightning fast, even across the Internet. The new server-side scripting capabilities make it easy to optimize performance by running transaction-intensive scripts on the Application Server. Results of scripts executed on the server are transparently available to the form.
Library import and export capabilities have been enhanced to include:
A built-in feedback system provides a simple way for users to send feedback (and optionally logs) to MetaCommunications. This new features enables you to communicate your comments, suggestions or bugs directly to our engineering department. This makes for quicker technical support responses and ultimately, a better product.
Perhaps one of the most powerful features in the Workgroups 2010 release is the Document Organizer, a new folder mode in file collectors. With this new mode, users can use file collectors placed in their tickets to organize their files and keep everything in the right place! Files, emails, email attachments, scanned documents, and even entire directories can be dropped into these new file collectors and the system will automatically copy them to the correct location in the file system. This location can be set by the user or determined programmatically. For example, use the Virtual Ticket module to automatically create the correct folder on the file server for each new Job. Then, use the file collector's new folder mode so that everyone working on the job has a single place to drop their job-related files, emails, attachments, etc... The file collector automatically copies these resources to the right folder on the server and the system indexes, thumbnails, and extracts all the metadata. Not only do misplaced files and a poorly organized file repository become a thing of the past, but achieving this for your team, department, or workgroup is as easy as dragging and dropping!
Users can take any digital resource (files or folders) and copy/cut and paste it into a file collector. If the file collector is set to the new folder mode, the files or folders will be copied or moved automatically. It’s that simple. No file system navigation to tread through to ensure your files are placed in the right location.
Right mouse-click on any file collector and search its contents. The system will automatically build a find that searches the referenced locations and can also help you add additional filter criteria to make finding your files even easier.
Using just a standard web browser, users can automatically download, install, and log in to Workgroups through the Virtual Ticket module. A web server has been embedded into Workgroups to serve a deployment page complete with the appropriate desktop installer and a simple link to automatically log in to the correct server and database. The deployment page may be distributed to users via a simple URL, or the link can be sent through an auto-generated email invitation.
Use automation plug-ins for QuarkXPress, Adobe Illustrator, Adobe InDesign (including the latest CS5 releases), and the Mac OS X Finder. These integrated plug-ins provide users with the ability to access the Virtual Ticket module's capabilities right from within their native graphics applications. Look up job tickets, find digital assets, copy images from job tickets, and more!
Use the powerful AppleScript language to automate activities in the Virtual Ticket module or to drive any number of the hundreds of AppleScriptable applications directly from the system. Your scripts can even be stored centrally in the Workgroups database, distributed, and then executed by individual client computers or offloaded to the server for processing.
Solution Libraries are designed to enhance and extend the core functionality of Workgroups and can include tickets, searches, scripts, and reports. Use Solution Libraries to add substantial functionality to your system: for example, a full CRM or a Help Desk solution. Each may be easily customized with built-in tools, giving your organization the flexibility it needs to adapt the software to your unique environment. Most Solution Libraries are downloadable free of charge at the MetaCommunications Developer Center.
Quickly look up file metadata and even archive files and folders directly from the Mac OS X Finder. Using a plug-in integrated into the familiar Finder application, users have instant access to the Workgroups database while working in their desktops an navigating their local and network file systems.
AWS 5.0 can be easily applied to any folder or document type through a new built-in installation interface. As a part of the installation, corresponding AWS forms, finds, and reports are automatically generated and an installation log is produced containing a summary of the changes. Now you can enable workflow for your application with just a few clicks and begin using the system in minutes.
A new integrated Configuration window centralizes all AWS configuration steps and guides users through the entire process.
AWS 5.0 is based on a new server-side workflow engine that handles all workflow and scheduling computations and serves as a centerpiece for integration of Workgroups modules (Virtual Ticket, Approval Manager, with Job Manager and Digital Storage Manager coming in near future). The engine's pluggable architecture allows developers to build extensions and integrate the AWS 5.0 workflows with third-party applications via current technologies available on .NET platform (e.g. Web services). The engine itself provides a Web service interface for manipulating the Workgroups workflows.
Approval Manager reviews can now be used directly from AWS 5.0:
AWS 5.0 now uses the new Application Menus to provide users with an efficient way work with the system based upon role. Now, each user role has a specific set of menus to help users navigate and use AWS efficiently. This great new feature saves time and simplifies training new users.
Schedules can now be planned in durations of minutes, hours, or days. This provides you with the ability to accommodate any workflow timeline from quick-turn projects to longer multi-month projects.
AWS 5.0 usability enhancements include new clearly organized and interactive forms, use of Application Menus (see above) for efficient navigation, and an improved interface for reports.
Existing AWS 4.0 implementations will continue to be supported in this version of Workgroups 2010 R2, and AWS 4.0 users can choose when to upgrade. When the time is right, a new upgrade preview tool will preflight your upgrade and inform you of changes that would be made to your system or would need to be made by you prior to or after the actual automated upgrade. All existing schedules and configuration data created with AWS 4.0 is automatically converted and is available for use with AWS 5.0 immediately after the upgrade.
On computers running Snow Leopard (Mac OS X 10.6), a new OS X Service provides functionality previously available through Production Pack's Finder Plug-in. The new service's functionality is available through the contextual Services submenu, and is customizable through Services Preferences.
A new System Setup window unifies and consolidates setup and administration functionality previously distributed through the File Cabinet and Reports and Custom Queries windows.
Users now have the ability to reset their own passwords without going through the system administrator.
Simplify your life, and that of your users with the new Email Invitation feature. When creating or editing users, administrators can now send email invitations that contain a link to the application deployment page. From the deployment page, users have a quick and simple point and click interface to install the desktop application and log in.
Report authoring and editing just got easier. Microsoft’s Business Intelligence Development Studio (BIDS) is now included and fully integrated with the Virtual Ticket module's Windows development environment. Administrators and developers can easily build informative and useful reports complete with charts, graphs, and other elements that help make interpreting data simple for all Workgroups users.
Easily convert your forms into complete multi-page dynamic reports with just a few clicks. Once converted, administrators can use the advanced reporting capabilities found in Microsoft's Business Intelligence Development Studio (BIDS) to enhance the output by adding graphs, charts, variable-size fields, and more. Once saved back to the system by the administrator, users can then print these reports (as they would any form) as PDF or Excel documents.
Administrators can further leverage this automatic report creation capability to publish multiple tickets in one report. This is achieved by converting each ticket to a report, consolidating the layouts in BIDS, and uploading the consolidated report back to the system as a separate report that can be printed on-demand.
The Virtual Ticket module for Workgroups 2010 contains a brand new cross platform (Mac OS X and Windows) development environment for building and deploying your Workgroups applications. A built-in editor provides syntax highlighting, brace matching, advanced navigation for SQL and MetaScript files, and straightforward development tools to ensure that you can implement your functionality efficiently.
View full-sized multi-page previews and extensive document metadata, right down to the fonts being used, box size, and text content for all files and documents. Preview extraction is performed automatically by the system. Once captured, these previews are available regardless of whether the files are stored online, near-line or offline.
Use the built-in search capabilities to find files based on file metadata including extracted text, keywords, associated customer information, related project information, and more. With Workgroups 2010 there are more ways to quickly locate the documents you need, based on the information you’re likely to remember.
Use a built in electronic forms editor to replace and improve upon your existing paper-based workflow. No programming is necessary to create and deploy stunning and effective forms for your projects, teams, and workgroups. Familiar drawing tools allow non programmers to quickly develop forms by easily placing shapes, text, buttons, images, and controls on forms.
Inviting new users to Approval Manager is easy. Just enter the email address for the new user and they will receive an invitation. All they need to do next is set their password and start participating in their reviews.
Configuration of Approval Manager is made as easy as it can be. Not only can it automatically detect most of the required settings, a number of in-place tests ensure that the settings you choose will work correctly.
Proof search allows you to find any open or closed proofs. Search results show files, thumbnails, and proofs with found search strings emphasized.
This release also contains full proof search support for collaborative users. With reasonable permissions restrictions, collaborative users can search proofs of their customers or proofs they were added to as managers, production, or reviewers.
All participants of a proofing workflow can receive notifications and reminders via email. Useful links in each email allow participants to jump directly to their work from within their mail clients. Since Approval Manager has a built-in mail server that works out of the box, it's easy to get up and running with email notifications. Alternatively, you can use any third-party SMTP mail server.
Build an interface that fits like a glove by substituting the standard content of home pages with the results of custom queries or saved finds.
Need to get things done while on the go? With the release of Apple's third generation iPhone, Workgroups 2010 continues its tradition of iPhone support. Review and approve proofs, use powerful time recorders, start and close jobs and more to stay productive even when you're away from your desk.
Keep document proof reviews private between reviewers. Imagine you're laying out a catalogue page with several ads from different vendors on it. Each vendor needs to review the page and their ad simultaneously, but you don’t want to send and manage separate proofs for each vendor. At the same time, you can't let the vendors see each other's comments and annotations. No problem. This is exactly what the new private review feature accomplishes. It’s simple and seamless to the reviewers, and review management is dramatically simplified for you.
The Approval Manager module for Workgroups 2010 generates notifications automatically. In fact, it even consolidates emails wherever possible. For example, when multiple proofs are assigned to the same reviewer, the system sends only one email listing them all. An additional filtering option is also available to tailor exactly what notifications are sent. Not every organization is the same, and some are more interested in certain types of notifications than others. With Workgroups 2010, this is a matter of simple configuration.
A new auto-routing feature reduces review turnaround time by moving proofs through the review process based on the outcome of previous rounds. Use simple rules to define the auto-routing for workflows and have a dramatic impact on overall management time, speed, and proof turnaround time.
Proofing and review workflows are designed visually, providing review managers with an easy and intuitive way to create workflows complete with stages, due dates, times, and assigned reviewers. Once a workflow is designed, it can be used for the current review, or saved for future use as a workflow template.
Since all versions of a document (and the corresponding reviews, comments, and annotations) are centrally stored and easily accessible, one-click comparisons between versions are possible. Additionally, this centralized repository puts an end to the otherwise hopeless attempts to piece together the "whole story" about an approval process from multiple file versions, emails, and notes.
Every comment, annotation, action, and email generated by the system is stored in the database, providing a complete and accurate audit trail of the entire proofing process. This audit trail offers crucial details for quality assurance, billing, or historical purposes. Now when a customer wants to know about the schedule or has questions about an alteration, you'll instantly have the information and supporting details you need at your disposal.
Easily control your proofing and review workflows. Upload files, arrange stages, set due dates and add reviewers from an intuitive visual interface.
Items on the Manage Tab are now expandable. The expanded view allows you to see all of your proof files as thumbnails with statuses displayed below them in the scrolling ribbon.
Approval Manager now supports full custom branding: customized colors, logos and styles on each page as well as in e-mail notifications. Customization requires no programming or scripting abilities, and is simple enough to allow users to customize their system in minutes.
Dashboards have been designed to support users in all their proof-related activities. Worklists provide an easy-to-understand, drill-down view of the current status and schedule of all proofs in progress. Empty tab auto-hiding helps you focus on current tasks and filter alerts ensure that nothing is left unnoticed.
The latest release allows you to filter annotations in a variety of ways: You can view annotations from the currently selected stage, view only annotations created by you, view all annotations, or even hide all annotations to get a clean view of the proof.
Document review and approval processes are trafficked and scheduled using visual, easy to use, and efficient dashboards that provide managers with the ability to see at a glance the current status of all documents under review and conveniently drill down into the details of the processes they are interested in. Delays are immediately identified, and quickly addressed by schedule changes, reassigning reviewers, or other means.
The Approval Manager module of Workgroups 2010 includes a separate web portal designed to be accessed by collaborators outside your workgroup. The portal may be fully branded with your unique look and feel without requiring any programming. With the web portal, your external reviewers are safely and securely included into your document and proof reviews.
Collaborative Reviewers are external users who access the system through a branded web portal and have access only to information directly related to the proofs they are assigned to. This allows managers to freely assign collaborative reviewers to approval processes without worry that they will expose information about other work, customers, or other business information contained in the system.
Account management for collaborative reviewers is simplified by providing easy tools to create new accounts, activate or deactivate existing accounts, and assign rules for automatically deactivating accounts based on dates or active reviews.
Dashboard worklists for managers and producers provide an easy-to-understand view of the current status and schedule of all proofs and documents under review. Since proofs are centrally trafficked and scheduled, you have the ability to see when proofs are in jeopardy of missing a deadline or predicting when a proof will be completed. This allows you to accurately predict when work will be ready for production and ready to deliver to your customers.
Each reviewer in the system has an individual dashboard worklist from which to work. This worklist presents a prioritized list of all documents s/he is responsible for reviewing and provides a one-click means for conducting their reviews.
The new Spark! proofing tool allows you to quickly comment, annotate and approve documents of various formats. Spark! launches from Approval Manager, inside your browser, and does not require any additional applications to run. The easy and intuitive interface will allow you to integrate it into your proofing process right away.
Verify lengths and angles with the new Measurement tool. This new tool provides free-rotation, snap-to angles, and selectable units of measure.
Spark! now supports Balsamiq Mockups rendering and approval - an essential new feature for UI-designers.
Rotate your documents clockwise and counter-clockwise in ninety degree increments.
Review even the finest details in your documents with high-resolution zoom. Even at 6000%, details are clearly rendered and reviewers can see minor details and small text they may otherwise have trouble viewing clearly or could miss entirely.
Among the many Spark! features is the ability to open a new browser window or tab with the selected round, page, zoom setting, and position of the current review displayed. You can even bookmark the page or send a link to others with the assurance that the current view will be preserved.
Adobe Acrobat excels in its ease of use and commercial acceptance for document and proof viewing, review, and annotation. Adobe Acrobat Pro and Standard editions are seamlessly supported in the Approval Manager module, providing transparent uploading and distribution of document annotations amongst reviewers. Adobe Reader may alternately be used for viewing and annotating proof files. The Approval Manager module supports file upload of annotations created from Adobe Reader.
Dalim Dialogue is now supported as an optional proofer in the Approval Manager module of Workgroups 2010. Dialogue is a color accurate proofing system that is seamlessly integrated into the module's review process. For customers looking for color accurate hi-resolution proofing where PDFs just aren’t good enough, Dialogue integrated with the Approval Manager module’s advanced workflow system is an excellent option.
Specify any native application as a proofing application and use it for your document reviews. At a minimum, native proofing applications must be able to open a proof file type for viewing. In many cases these native applications also support application-specific annotations and commenting. In either case, users can comment on the document using the Approval Manager module's built in commenting feature, or they can use the native application’s commenting and annotation features and then simply upload those changes back to the system for other users to see as part of their reviews.
Reviewers see comments and annotations applied by others at each stage of an approval process, greatly increasing collaboration and facilitating communication among participants. This centralized repository puts an end to the headache of trying to piece together the "whole story" about how a document was reviewed by various users in multiple stages and rounds
Once you define a workflow in the Approval Manager module, you can easily save it for future reuse. This allows you to quickly implement your proofing and review workflows for new projects.
Support for both hard and soft (digital) proofing and document review processes is built right in. As with soft proofs, hard copy proofs can be trafficked and scheduled in the system. Once a reviewer receives the hard copy proof, they can make comments and annotations online and apply a review status within the system. The system provides the same level of efficiency, collaboration, workflow management, and visibility for both hard and soft copy proofs and document reviews. Regardless of the type of proof you use, the Approval Manager module for Workgroups 2010 will reduce the complexity and decrease the time it takes to get a proof back into production.
Because not all documents make it through a review and approval workflow without rejections or rework, the Approval Manager module for Workgroups 2010 provides the means to easily accommodate multiple rounds of reviews for the same approval process. Control is granular, allowing managers to easily determine whether a revised document should be reviewed by all users, only reviewers in certain stages, or only by those reviewers who previously rejected it.
Small improvements to how someone works can often make for large improvements in results. For example, by adding the ability to create new records from Find results, users can work more naturally and efficiently without changing windows or contexts in their application.
Desktop client applications now support form zooming to ensure that a form is equally legible on high resolution and low resolution monitors. Zoom settings are saved as a user preference, ensuring that once set, the system provides a consistent and accommodating environment in which to work.
Microsoft Office 2007, including PowerPoint, Word, and Excel, is now fully supported by our built-in metadata engine. Content and thumbnails are captured for many Office applications. As always, text content is fully searchable from within the system.
The new Document Organizer feature includes support for MS Outlook, MS Entourage and Apple Mail. Users can simply drag & drop emailed attachments, or even the emails themselves, onto the file collector to have them automatically copied to the specified folder location.
With simplified retrieval workflows and support for industry standard backup tools, the Digital Storage Manager module for Workgroups 2010 streamlines your retrieval processes. Need a file that was archived to DVD months ago? No problem. The system will alert you that it’s no longer online and will even prompt you with the media label information for the DVD you need in order to restore the file yourself. Work in an environment where a centralized archivist or cybrarian is responsible for restoring files? Let the system create a retrieval request for you.
The optional Image Portal web portal provides a simple yet secure portal for providing external freelancers, marketing departments, customers, or vendors access to important files from any location with an internet connection. When a user is defined in the system, their access can be restricted to view only files belonging to a particular customer, file types, locations, or limited by scores of other criteria. Users can then search, view, collect, and download online files or create Retrieval Requests for offline files. Collaboration has never been easier.
A unique InterSync feature allows administrators to "teach" it their file and folder naming conventions. Based on rules set up by the administrator, InterSync indexes each file or folder and classifies them by adding searchable keywords or automatically associating the files or folders with job tickets.
Use a powerful digital resource browser called Digital Resource Explorer to browse all the files of your team or workgroup, regardless of their current location. Even files that are currently offline or unavailable are available to Digital Resource Explorer. Users familiar with navigating their file system with either the Mac OS X Finder or Windows Explorer will be right at home navigating all the files across all the storage locations used by their teams and workgroups.
View full-sized multi-page previews and extensive document metadata, right down to the fonts being used, box size, and text content, for all files and documents. Preview extraction is performed automatically by the system. Once captured, preview information is available regardless of whether the file is stored online, near-line or offline.
Use the built-in search capabilities to find files based on file metadata including extracted text, keywords, associated customer information, related project information, and more. The Digital Storage Manager module provides you with more ways to quickly locate the documents you need, based on the information you’re likely to remember.
Full text searches let you find document files by searching on the very text contained in the documents. The Digital Storage Manager module for Workgroups 2010 captures the text content of common file types including QuarkXPress, Adobe Illustrator, PDF, and Microsoft Word, Excel and PowerPoint documents. The text content is stored as metadata and can be used to find document files regardless of whether they are online, offline, or residing in a secure storage location.
Use built-in support for the most popular third-party archiving and media authoring applications to simplify your archiving activities. Helper applications exist for:
Use powerful archiving features to quickly and simply archive to your choice of offline media or to online servers. When archiving to online servers, the system even creates disaster recovery and archive media in one step, eliminating the countless hours and expenses involved in maintaining large storage repositories.
The Digital Storage Manager module for Workgroups 2010 supports two types of archiving activities. The first is a decentralized workflow, which enables individual users within a workgroup to perform their own archiving functions. The second is a centralized workflow where a central archivist or cybrarian handles archive and retrieval requests in the form of queues. Users in a centralized workflow may assign a date on which files or folders are archived, while users in a decentralized workflow assume the responsibility of archiving their own files.
Use InterSync to automatically extract existing metadata from your digital resources and smart metadata management features built right in to allow you and your team to easily add additional metadata not already contained within the files. For example, add keywords at the job or project level and let the system propagate these down to the related files. Or, add customer information to a project and the system associates it with all the related files. You can even search for individual files based on Metadata assigned at the job level.
Perhaps one of the most powerful features in the Workgroups 2010 release is the Document Organizer, a new folder mode in file collectors. With this new mode, users can use file collectors placed in their tickets to organize their files and keep everything in the right place! Files, emails, email attachments, scanned documents, and even entire directories can be dropped into these new file collectors and the system will automatically copy them to the correct location in the file system. This location can be set by the user or determined programmatically. For example, use the Digital Storage Manager module to automatically create the correct folder on the file server for each new Job. Then, use the file collector's new folder mode so that everyone working on the job has a single place to drop their job-related files, emails, attachments, etc... The file collector automatically copies these resources to the right folder on the server and the system indexes, thumbnails, and extracts all the metadata. Not only do misplaced files and a poorly organized file repository become a thing of the past, but achieving this for your team, department, or workgroup is as easy as dragging and dropping.
Right mouse-click on any file collector and search its contents. The system will automatically build a find that searches the referenced locations and can even help you add additional filter criteria to make finding your files quicker and easier.
Users can take any digital resources (files or folders) and copy/cut and paste them into a file collector. Using new capabilities built in to the file collector, the files can automatically be copied (or moved) to the appropriate folder on your file server (or other location). It’s that easy. No file system navigation to tread through to ensure everyone's files are placed in the right location.
Utilize a powerful high-performance indexing technology called InterSync to provide real-time capture of extensive file metadata including Adobe's XMP standard and text content. Originally developed for enterprise deployment in MetaCommunications' Virtual Ticket product, InterSync has proven itself in the world's most demanding production environments. InterSync watches over online Windows 2000/2003, Mac OS X, Xinet, and other SMB/AFP file servers to ensure that all files are automatically indexed, analyzed for useful metadata, thumbnailed, and previewed in real-time as files are added, deleted, and modified.
Build an interface that fits like a glove by substituting the standard content of home pages with the results of custom queries or saved finds.
Build accurate estimates based on actual cost history information captured in the system. Create estimate line-items from predefined tasks, materials and ordered items or create free-form line items to account for outside services, custom work, etc… Accurate estimates increase your bottom line, decrease your business risk, and helps improve customer satisfaction. The Job Manager module for Workgroups 2010 makes it easy.
Once an estimate has been approved by your customer, you may easily convert it into a Job. This significantly reduces the time needed for data entry in creating the job and provides you with a convenient and accurate audit trail that allows you to review the estimates that become live jobs.
Set up master estimates for commonly quoted jobs and simply duplicate them when the need arises. It's so simple and fast, virtually anyone in your organization can create accurate quotes.
An automated order entry feature allows you to simply copy job information, and even entire job tickets, from previous jobs for quick entry of repeat work.
Employees record their daily working time accurately and easily with convenient time cards (special clocks embedded in data collection windows of the Job Manager module). Recorded time can be charged to jobs or even multiple jobs simultaneously.
Generate a window/report that provides an analysis of the costs created in the system with results categorized in detailed views, outside purchase views, or summarized views.
A summarized view of each cost center encountered by jobs during the period, including the cost center name and code, the number of times it was encountered by jobs during the period, and the average amount of time each job resided in the cost center. On-demand views provide information on the labor, material, and miscellaneous tasks that have been charged by one or multiple departments/cost centers.
A listing of all jobs that have not yet been invoiced through a specified date, along with their associated costs broken down by labor, material items, miscellaneous items, outside purchases, and total costs.
Generate summary reports for insight into labor, material, and miscellaneous tasks that have been charged by individual or groups of employees over date ranges you specify.
Similar to the Job Recorders used by employees, special Job Charge features allow managers to specify a variety of basic job charge information, including the number of the job to charge, the bill code, task and quantity to be charged, etc. Management-level features also allow permitted users to create backdated job charges, specify outside purchases, record the date and unit cost for the job charge, and more.
Capture what jobs employees are working on, what tasks they are performing, what materials they are using, etc. The Job Recorder option is designed for use by "production operators" (designers, prepress operators, press operators, etc.) to run while they perform their work, eliminating the need to try to remember how much time or materials were used for a particular job.
Record and mark customer alterations in real-time to record and bill for the costs associated with customer changes. Customer alterations are summarized and dropped onto invoices automatically, where they may be edited or removed.
Built in and integrated support for third party accounting systems is designed to let you use the Job Manager module as the front-end to your accounting system. Use this capability to leverage the powerful packages available today. Built-in support is provided for:
Invoice distribution distributes invoice amounts to various General Ledger (GL) accounts and provides a means for approving invoices for export to accounting systems.
Invoice backdating features are available for users with sufficient privileges in the system.
Flexible billing models allow billing to be collected and automated. Invoices can be processed in batches and automatically generated for editing.
Any number of partial invoices may be issued for a job or project in the system.