Jonas Construction Enterprise Document Management Software
Get your paper and electronic documents under control with the Jonas Software Document Management software system. Fully integrated with the entire Jonas solution, Document Management allows you to electronically capture, file, organize, retrieve, share, manage and generally control all documents generated from your Jonas software system and third party applications, such as Microsoft Office (Word, Excel and Outlook) and Adobe Acrobat (PDF files).
The Document Management system streamlines day-to-day operations and lowers administrative costs by eliminating the time spent on manually copying, routing, filing and searching for paper documents. It also mitigates the risk associated with not finding the critical documents you need to support issues like change orders, work site delays and supplier disputes.
Key features of the Document Management system include:
Jonas Software Integration Automatically saves and stores all documents created in the Jonas solution, including invoices, work orders and reports. Documents are electronically filed by customer, job number, work order number and any number of other user-defined classifications schemes.
Microsoft Office Integration Tight integration with all Microsoft Office applications, including Outlook, allows users to archive e-mail messages, Excel spreadsheets and other documents using a simple drop-down list located directly within the office application tool bar.
Windows Integration Seamless integration with Microsoft Windows Explorer means that you can simply right click on any document in Explorer to quickly upload it to Document Management.
Search and Retrieval Full text and tag-based search options allow you to quickly find the document you need – even if you can’t remember where it is stored.
Paper Integration Use a scanner to capture paper documents and archive them within Document Management to create electronic files that are easy to locate and retrieve.
Reporting Create summary level financial and other reports using a new, easy-to-use report generator, and export directly to Excel.
Approval Work Flow Electronically route documents, such as AP invoices, to managers and supervisors for approval. This eliminates lost or misplaced paper documents and expedites the approval process.
Version Control Tracks document changes by user to create an audit trail for error corrections and annotations and prevent accidental deletions.
Burn to CD Quickly and easily burn all documents related to a single job, individual customer, time and material billing or user-defined criteria to a CD for easy document sharing outside of the organization.
Security and Access Control User level security controls access to documents on a user-by-user basis. For example, designated documents can be shared among the entire project team for enhanced collaboration, while access to private documents can be restricted to retain confidentiality.
Storage Capacity Virtually unlimited storage capacity offers the scalability you need to create a complete digital archive of all your paper and electronic documents, photos, correspondence and more.
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“Jonas has given us a standardized document management protocol that is both intuitive and simple to use. It’s the total cream of the crop in terms of being able to drill down in Jonas and see the original document. We absolutely love it!”
-Hal Andrews, Contech Construction-
"Converting to Jonas and Digio has prompted us to reevaluate our processes and how we manage our business, which has made us more efficient. And that's a very good thing in this economy. By using Jonas, we now have four or five people handling the volume of work that used to be done by seven or eight employees."
William Redding, Action Electric
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