Blog | WoodWing

Effective document management with WoodWing Xtendis (webinar recap)

Written by Wim Vis | May 2, 2024 8:24:00 AM

Increase your productivity with WoodWing Xtendis

With WoodWing Xtendis, you can digitally archive to optimize the efficiency of your organization in document management. Thanks to Xtendis, you can have digital archiving take place as automatically as possible. Moreover, you can easily classify documentation and make it more findable.

Xtendis supports you by:

  • Automatically archiving documents
  • Automatically classifying documents
  • Providing input functionalities

The information in various documents within your organization is a crucial productivity factor. By optimizing these processes, you prevent errors from being made. No duplicate documents or multiple versions of the same information. Instead, you get an automated, streamlined process for effective document management so that the right people within your organization always have access to the right information. Xtendis provides a strong and lasting foundation.

Automatic archiving for efficient document management

In the pursuit of as little manual work as possible, Xtendis offers solutions for automatically archiving various types of information. Different applications generate output, documentation with information, or standalone data that can be captured with Xtendis. Xtendis can automatically import and archive information, and enrich documents with characteristics to improve findability.


Xtendis REST API

Xtendis has its own REST API, which allows other applications to be easily expanded with a full-fledged digital archive. Developers can develop against the Xtendis REST API via Postman, relieving other systems. This API ensures that documents imported via Xtendis automatically comply with laws and regulations.

One advantage of the REST API is that a connection remains in document management when systems change. The right documents are always available, even when changes occur in other applications. In addition to automatic archiving, you can use the REST API to call up and display documents in another application or on a website. When implementing and managing Xtendis and REST API, there is always support available from the developers.

Microsoft Office integration

Almost every organization works with one or more applications from Microsoft. Think of Word, but also Excel and Outlook. Xtendis is integrated with Microsoft Office, allowing users to directly index and archive documents, spreadsheets, presentations, and emails from Office. This integration ensures that documents are immediately available to other users, reducing the risk of information fragmentation.

For example, you receive an email with an invoice in your Outlook mailbox. Directly in Outlook, there is a button that makes it possible to archive and index the attachment in Xtendis. Is the document already saved? Then you automatically get a notification, preventing duplication of documents.

Proper storage and management of personal documents

The GDPR: something no company can escape. Because every organization works with personal documents, such as identification documents. It is important that this information is stored correctly and can only be managed by qualified persons within your organization.

With Xtendis 7, it is possible to recognize and process personal documents, which is essential in terms of privacy legislation. Documents such as Dutch identity cards are recognized and securely stored in a secure security zone.

Input functionalities of Xtendis

It is not always possible to automatically archive and index documents. Sometimes an employee will have to manually add a document to your systems. Although Xtendis strives for as much automation as possible, it also offers quick and easy input functionalities for situations where manual intervention is needed. With features like the 'magic wand' and various upload methods, documents can be quickly and efficiently indexed.

Automatic classification

In addition to archiving, Xtendis offers advanced capabilities for automatically classifying documents based on specific characteristics. With the help of advanced recognition techniques such as barcodes, QR codes, and information in the documents themselves, Xtendis can classify and organize documents.

New functionalities of Xtendis 7

The latest version of Xtendis, Xtendis 7, offers an improved user interface with a logical layout and a clear dashboard. The addition of a search function and the ability to filter documents by characteristics make managing documents even easier.

Ensure effective document management

By using Xtendis, organizations can benefit from professional document management, where documents are securely and efficiently archived, managed, and shared within and outside the organization. Xtendis helps organizations comply with complex laws and regulations, while at the same time ensuring the reliability and security of corporate information, freeing up more time for the organization's core tasks.

Click on the video below to watch the webinar (Dutch only)