KnowledgeTree Feature Check List

All the Document Management Features You Want to Know About

Important Features for Business People

  • Simple & intuitive web-interface
  • Professional translations (French, German and Italian) for commercial users
  • Drag & drop documents from your Microsoft® Windows® desktop
  • Document shortcuts (link to a document in another folder)
  • Access KnowledgeTree from Microsoft® Office® applications, third-party WebDav Clients & all web browsers
  • Customizable dashboard (displaying subscriptions, pending documents, checked-out documents, quick links & more)
  • Unlimited documents, folders, workflows,document properties, document types, roles, groups and users provide space for ample storage and collaboration
  • Create users, groups & roles that map to your organization’s structure & processes
  • Role or group-based permission structure & workflow assignment
  • Notifications of changes made to documents & folders
  • Notify selected roles or groups when action on a workflow is required
  • Automatically trigger workflows for specific folders or document types
  • Chain multiple workflows together or automatically copy and move documents on designated workflow states.
  • Threaded document , workflow & image discussion forums
  • Email documents from within the application to internal users or email a one-time download link to external users
  • Create tags for documents, browse documents by tag cloud and view organization-wide tag clouds
  • Create and capture unlimited custom document properties for easy search & archiving
  • Upload documents in bulk using ZIP files or import from existing directory locations
  • Create hot folders for importing documents and their metadata from your existing applications, fax servers, and scanners
  • Document versioning, with previous versions of documents available in a Version History.
  • Visually compare versions of document contents and properties.
  • Implement your organization’s custom document numbering schemes
  • Manage own system help content
  • Full text search on numerous document types (Microsoft Office, PDF, OpenOffice, XML, HTML, RTF, text)
  • Simple & Boolean Search all document fields (including “author”, “date modified”, “custom fields”, “workflow” and “file type”)
  • Create saved searches which can be used by other users
  • Define document alerts to remind yourself and other users of time-based events, including contract expiry, document retention periods and reviews.
  • Search for JPEG or TIFF data embedded by scanners & digital cameras
  • Scan and securely store all paper documents
  • Text content of paper documents is OCR’ed & indexed for searching.

Browse documents from an intuitive web-interface

Tag documents to let coworkers know what you’re working on

Create new workflows

Important Features for Technologists

  • Cross platform
  • Rich AJAX-enabled interface
  • Light weight CSS based UI
  • Customizable branding
  • Microsoft® Office® Add-ins
  • Preconfigured & optimized Application & Database server significantly decreases needed roll-out resources & time. Get up & running in less than 30 minutes.
  • Well-documented Web Service & Plugin APIs
  • Desktop access to all content via WebDAV, Secure FTP
  • Flexible role or group-based security settings to control document access & permissible document actions
  • Granular, detailed auditing of all document activities for compliance purposes
  • Inherit folder security settings for easy configuration
  • SSL/TLS Encryption of web/desktop client communications
  • Creation of Users or Groups in the internal database, or from an LDAP/ActiveDirectory source
  • Synchronize your group membership schema with your Microsoft ActiveDirectory infrastructure
  • Full access log for all users
  • Use multiple authentication providers in a single server implementation
  • Add custom disclaimers/messages to the login panel or footer of each page
  • Documented open source codebase
  • Offline indexing – schedule document indexing to run during low load times
  • Generate detailed reports on repository access, document & folder transaction histories & number of documents by workflow state or document type

Access user activity audit reports

Manage folder permissions on a per user, per group or per role basis

Easily add new users via LDAP/Active Directory or to the internal user database

Important Features for Developers

  • Open source architecture backed by an active community
  • Integrate applications with KnowledgeTree via SOAP Web Services
  • KnowledgeTree Hot Folders provides powerful drop-folder integration capability
  • PHP5 & MySQL5-based architecture – low barriers for developers wishing to customize or extend the application
  • Easily customized user interface templates and i18n schemas
  • Powerful plug-in architecture that exposes the core application ‘actions’ & ‘triggers’, allowing easy extension of all system functionality, including ‘portlets’ and ‘dashlets’
  • Back-end integration with OpenOffice.org allows server side manipulation of documents
  • Support for custom plug-ins to auto-populate metadata drop-down lists with values from external data sources
  • Well documented code-base, plugin API and Web Service interface