DMS Kendox Infoshare extension

designation	DMS Kendox Infoshare extension
Providers	Intus Data AG
license	One-time license costs Kendox InfoShare
Target group	Vertec customers using Kendox InfoShare
Short description	The Vertec interface archives documents produced in Vertec in Kendox InfoShare
Prerequisites	An active Vertec and Kendox InfoShare installation
Costs	According to the manufacturer’s specifications
Contact us	Intus Data AG Grabenwisstrasse 5 8604 Volketswil +41 43 399 47 00 www.intusdata.ch

The Kendox InfoShare product family is designed for use in companies that want to optimize the management of electronic documents. All documents are archived in compliance with the law and can be found efficiently thanks to indexing and full-text search.

Thanks to the DMS Kendox Infoshare extension, all documents produced in Vertec such as invoices, letters, e-mails, etc. can also be archived electronically in the Document Management System (DMS) Kendox Infoshare.

The documents are indexed using data in Vertec, which are linked to a document. For example, a Word invoice can be indexed with the information of the project code, invoice date, invoice amount, etc. The indexing is individually customizable, the following data are passed as index values to the Document Management System:

General documents

• Project code
• Project type
• project manager
• title
• Date
• Document type (=activity type)
• From
• An

Invoice documents

• Project code
• Project type
• project manager
• Invoice No.
• Date
• Amount
• Document type

Access to documents

• The documents, e.g. accounts receivable invoice, can be accessed either via Vertec or via the Kendox InfoShare.Client.

• Archived documents are changed exclusively in Vertec. The document is then archived with a new version in the DMS. It can thus be found in two different versions including proof of change in the DMS.

Good data quality in Vertec is essential for good indexing quality. This is ensured by an automatic process.

Intus Data will be happy to support you with the connection and/or implementation of your Kendox DMS.