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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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File Importing/Exporting Features and Functions



  • Import any file type

  • Perform bulk import operations on groups of existing electronic documents

  • Import existing metadata and map to EDMS metadata element sets

  • Apply the electronic document file name to the title metadata element

  • Import any existing file server folder structure

  • Automatically set up a profile from predefined data during bulk import

  • Connect and import data from external data sources

  • Display documents from within an external application

  • Provide tools to export data from the system

  • Export data in XML format

  • Provide tools for importing data into the EDMS environment

  • Import documents using drag-and-drop

Document and Records Management Features and Functions
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