Orax SDI Cloud Reference

  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
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Archiving and Processing

The archiving module is part of the "Documents" section, but can be enabled as a separate function in System settings. The archiving module allows your company to digitally archive large amounts of documents and files.

Secure Folders
Start by setting up secure folders in a hierarchical structure. Limit access to folders (and sub-folders) by adding teams or individuals who may access them.

Folder processing
Setup folder actions to allow approvals and notifications when new files are uploaded.

Advanced workflow processing
Orax is able to build extensive custom processes to deal with archiving content management and processing.


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