SmartFlo is a DAM enabled BPM service optimized to support the secure information management needs of legal review, regulatory compliance and document management. Users authenticate with the system based on their assigned business roles and permissions. Access to digital assets and information about the assets is controlled separately, and may be protected by a user generated PIN. All digital files are uniquely encoded upon import and may be verified. Version control includes a date and time stamped log that records the check-in and checkout of assets by users. Asset search is intuitive. The association of metadata with assets is automated. Both keyword and user defined Tags and Properties may be added to selected groups of assets at any time.
The business process management service includes an intuitive drag & drop graphical workflow modeler. Any number of best practice workflows can be infinitely re-configured to assign users to perform role-based tasks in selected instances of the process. Email notifications provide direct mobile links that facilitate secure managed access to the task information, related digital assets, and collaboration and annotation tools to facilitate task completion. Access to SmartFlo is through any modern browser on a mobile phone, tablet or PC. Adobe Air rich clients control the advanced administrative functions, SmartForms creation, and bulk job management. SmartFlo may be configured to authenticate users through an Active Directory service.
Every user has a private DAM service that they may configure for the purpose of managing and sharing controlled and conditional access to the assets that they own or have been granted permission to access. Each shared instance of a digital asset has its own unique attachment that includes metadata about the asset, its status, and group-accessibility; history, and a managed chronological asset comment log. Comments made about job related digital assets are recorded in a time stamped attachment log. Access to some comments may be restricted to the members of private and confidential groups.
SmartFlo includes a drag & drop form builder that permitted users may access to create XML forms used to start new jobs through pre-configured workflows or to exchange information at designated tasks in a workflow. Forms may be edited and updated during the lifecycle of a job. A complete version history of every form is maintained. There is an extensive reporting function that supports the users and establishes a comprehensive history of events for every interaction with the system.
Tasks may be configured to capture estimate to actual billing for Time & Material billing codes with separate billing comments. SmartFlo includes a comprehensive set of pre-configured reports in the form of PDF, XML, and CSV formats. CHALEX provide customers with access to a set of RESTful APIs that allow secure access to both the DAM and the BPM services from an external system.