Document Lifecycle Management

Author with Word and Excel

All functions and features available in Word and Excel are available,so minimal training is required for users (familiar with MS Office) to author, review, and approve any protocol.


Preexisting word and Excel documents can be uploaded as templates for content authoring in order to facilitate document consistency.

Accelerated Authoring through reusable Test cases Library

Test cases library provides a means of reusing test cases across multiple documents within a site or across an organization. With this function, the time needed for authoring can be reduced by over 50%, while also maintaining document consistency.

Document Authoring with Protected Content

Our users can create protected templates and test cases. The system allows users to call different test cases to be generated in a protected template. However, protected content cannot be changed, and unnecessary reviews are eliminated to maintain consistency.

Concurrent Changes Tracked in Real-Time

Changes made by concurrent reviewers are automatically tracked (a unique font color is assigned to each reviewer). All reviewers can see changes made by others in real-time, allowing for true collaboration. With this functionality, duplicated review efforts are eliminated, and there is no need for authors to merge several versions of a document after the review process is complete. Instead, authors can simply reject/accept all changes as tracked in one document file.

Collaborative Workflow

Collaborative review/approval processes enhance document quality by allowing key stakeholders to provide comments/feedback on any document generated, allowing users to easily identify which individuals made each change.

No Need for MS Office

Our users can author documents in Word and Excel through browser without the need of MS Office or Office 365. Our unique technology provides all the options available in MS office during the authoring and reviewing of the documents in our system.

Audit Trails

For any document authored, a comprehensive audit trail is maintained that displays the activity, name of the user who completed the activity, date/time stamp it was completed, and any comments made. With our document audit trails, it is easy to locate process bottlenecks and accelerate the overall document development life cycle.



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