The ecoDMS PDF editor allows the application of annotations to already archived files. This includes the application of stamps which clarify the processing status. A practical example for this is the “Reviewed on [Date] by [Person]” stamp.
When a document has been reviewed by the responsible department in the organization, such a virtual stamp can be applied. This procedure is similar to the application of a real stamp in ink. In this case, the stamp is applied via mouse click in the preview pane of the document in ecoDMS Client. If documents are not finalised, the "Edit" button opens the PDF editor. The stamp can either be selected from a list of company templates or created manually for a specific process. Saving the document automatically creates a new version. This new version contains the stamp. When the PDF is opened or viewed in the preview pane, the stamp also displays. The original file also remains in the archive and can be opened via version management any time.
Applying a stamp is one example for using the PDF editor. The editor can also be used to apply any type of comment or image to PDF files. The integrated placeholders in the PDF editor support the user when applying important information. It allows, for example, the addition of username, date and time. This information is particularly helpful when creating templates, as the system automatically populates these fields when saving the document. The templates may contain preconfigured text, placeholders and graphics. Examples for the use of placeholders could be
- “Paid on <Date> at <Time> by <User>” on an invoice
- or the comment “Reviewed on <Date> at <Time> by <User>” on contracts.
The PDF editor as well as several more archiving functions represents an integral part of the full version. ecoDMS version 18.09 (apu) is available for 89.00 incl. 19% VAt in the ecoDMS online shop at www.ecodms.de. For more information about digitalisation and archiving, go to the ecoDMS GmbH website at www.ecodms.de.