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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Capture of Electronic Documents and Records Features and Functions



  • Capture electronic documents and declare them as records

  • Capture electronic documents directly from Microsoft Office (or other office productivity) applications

  • Capture and declare a record within one process

  • Capture an electronic document and declare it as a record at a later date

  • Alter tailored metadata elements

  • Tailor metadata to apply as a default to a specific record type

  • Nominate mandatory metadata elements for specified record types

  • Make author-defined metadata elements repeatable

  • Provide pull down or pop-up help lists throughout the capturing process

  • Invoke automatic spell checking throughout the capturing process

Document and Records Management Features and Functions
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