Transform Your Document Management with Filer

Managing documents across various departments can be daunting. Complex folder structures, unclassified documents, and inefficient search mechanisms often hinder productivity and compliance. Filer is designed to address these challenges head-on with an advanced suite of features and unmatched benefits that will revolutionize your document management and elevate your operational efficiency. 

Why Choose Filer? 

Maximize Your Microsoft 365 Investment 

Filer builds on your existing Microsoft 365 investment, eliminating the need for duplicate functionality costs and maximizing the resources you already have. It integrates seamlessly with SharePoint and other Microsoft tools, providing a unified document management strategy across all departments. 

Simplify and Streamline 

Filer significantly reduces the complexity associated with large-scale SharePoint projects. Its turn-key functionality and easy administration controls simplify both implementation and ongoing management, making it accessible even for organizations without extensive IT resources. 

Unparalleled Security and Compliance 

Your documents, data, and security settings remain within your trusted Microsoft tenant. This ensures that all IT governance settings are adhered to, giving you complete confidence in the security and reliability of your document management solution. 

Advanced Features that Drive Efficiency 

Context-Driven Structure 

Filer replaces convoluted folder structures with a context-driven search that is easy to remember and personalize. Filer‘s intuitive structure makes document retrieval effortless, whether managing project codes, legal cases, customers, or other contexts. 

Intelligent Document Processing (IDP) 

Filer’s IDP module automates the ingestion, quality checking, and classification of both structured and unstructured documents. This automation ensures that key data is accurately extracted and validated, enhancing data accuracy and workflow efficiency. 

Automated Document Routing 

With Filer, documents and metadata are seamlessly ingested and routed using Mizorix’s Power Automate connector, the Filer IDP module, or API integrations. This ensures that documents are correctly placed, and appropriate policies applied, streamlining your workflow processes. 

Metadata Sync at Document Level

Filer automatically applies metadata to documents, ensuring that retention and disposition rules are followed. This metadata-driven approach improves document lifecycle management and enhances searchability. 

Built-In Document Viewer and PDF Editor 

The built-in document viewer supports over 70 file formats, including PDFs and CAD files, allowing users to view related documents from a single interface. Filer’s integrated PDF editor also allows users to redact, annotate, split, merge, and sign documents directly from SharePoint. 

Basic and Advanced Search 

SharePoint Online’s advanced enterprise search and Mizorix’s OCR (Optical Character Recognition) software allow users to perform comprehensive searches based on both metadata and document content. 

Digital Briefcase 

The Digital Briefcase feature facilitates the creation of document packs for controlled sharing. This is ideal for subject access requests, legal cases, and audits, simplifying tracking and compliance. 

Seamless Outlook Integration 

The Filer Outlook add-in lets users save or attach documents and emails directly from Outlook, ensuring consistent classification and routing. This integration maintains document management consistency and accuracy.

Can I get a demo? 

Absolutely! Contact us to arrange a demo environment tailored to your needs and experience how Filer can transform your document management. 

Filer is designed to make document management efficient, secure, and intuitive. By leveraging the power of Microsoft technologies, Filer ensures your organization can manage documents with ease and precision.   

Don’t wait—streamline your operations and enhance productivity with Filer today. Contact us now to get started!