| Content repository:
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- Large-scale content repository capable of storing tens of millions of content objects and related metadata in a single customer instance
- Ability to store and access all content types, regardless of format
- Ability to offer as multi-tenanted Content as a Service (CaaS)
- Ability to share some content across repositories whilst restricting access to other content
- Ability to create data-rooms for insider lists
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| Content creation
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- Ability to create and edit different types of content directly within the platform
- Ability to integrate external content within internal content
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| Content migration
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- Ability to migrate content from other platforms into the repository (and vice-versa)
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| Document and content management library services:
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- Ability to upload content and create new content from scratch within the platform
- Native document management capabilities that allow users to manage content stored in the platform, with facilities to check content in/out and create new versions
- Ability to track and maintain version history
- Configuration/release management across multiple components
- Provision of templates for the creation of new content
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| Records management:
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- Ability to create and manage retention policies that define how long content is retained when it gets to a certain state
- Ability to automate deletion of content when it exceeds its defined retention period
- Ability to lock content and metadata, making it immutable when it has reached a given state
- Ability to automate the application of retention policies based on classification, location or metadata state
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| Process automation:
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- Provision of out-of-the-box workflows for content routing and approval
- The ability for authorized users to define (without the need to write code) workflows that automate document routing and the assignment of tasks
- The provision of a task management component to identify and take action on tasks assigned to individual users or groups
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| Knowledge management:
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| Open APIs:
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- A REST-based API, available for consumption by customers, that provides access to the majority (more than 70%) of core product features
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| Security and privacy controls:
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- Ability to apply and maintain granular levels of security, including create read, update, delete and download
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| Metadata:
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- Ability to define and apply metadata models for specific content types
- Ability to define different types of metadata, including text, numeric, date and boolean data
- Ability to apply ad hoc metadata tags to content
- Ability to enforce different controls on metadata completion, including look-ups from predefined lists and making certain metadata mandatory
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| Analysis and Search:
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- Ability to analyse content to produce new content (both static and live)
- Ability to present information in a wide variety of different formats
- Ability for end users to perform a full text search for text that might occur anywhere within content stored in the system
- Ability for end users to perform a metadata search
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| Collaboration:
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- Ability to synchronize content with a local device for accessing remotely and while offline
- Ability to share content with internal and external recipients from the UI
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| Integration and inter-operability
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- Connectors to external personal productivity tools and business applications
- Ability to import and export information
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| Packaging applications:
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- Ability to develop specialised applications and to then maintain and distribute these to other clients
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| Enterprise administration:
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- A unified administration console that allows administrators to manage users, groups, roles, and general system performance and capability parameters
- Ability to integrate with enterprise directory information services for user/group/role/security management (must include general LDAP and Active Directory support)
- Support for single sign-on (SSO)
- The ability to extend content services such as security, search and records management to external content systems via prebuilt connectors and to manage content objects in place.
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| Reporting:
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- Ability to define and run reports that describe system usage
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| Mobility:
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- A mobile client available on both IoS and Android platforms that provides access to basic document management capabilities
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