Document Production and Management

Microgen 5Series produces documents and minutes on demand using Microsoft Word templates. In addition to the standard document templates provided, service providers can add user-defined document templates, as required to meet changing requirements.
Microgen 5Series can save and retrieve documents:

  • in network folders and sub-folders, or
  • in the integrated Microgen 5Series Document Store module, or
  • in a 3rd party Document Management system (via a standard API) e.g. Microsoft SharePoint

Microgen 5Series allows documents to be stored either at entity level, against pieces of data on an entity record, e.g. a passport can be stored against the passport data fields within an entity record, or a document can be linked to accounting transactions

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