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Introducing the FileStar  
Document Fabric Solution 

A unified platform that effortlessly integrates with your existing systems to

capture, validate, and secure essential documents of record.  

 

FileStar is comprised of three major components:

FileStar ePort

Effortlessly capture and ensure accurate document classification from any application

FileStar Workflow

Maximize business process efficiency through streamlined approvals and validated data

FileStar Archive

Protect critical documents in a centralized repository with security and compliance


ePort

FileStar captures and centralizes all document types—whether originating as paper or electronic files—seamlessly integrating them into a unified system that supports your workflow and document management needs.

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Flexible Document Capture Options:

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  • Device Compatibility:  Scan and add documents using your own devices or Multi-function peripherals

  • Conversion Service Support:  Leverage our document scanning service for additional assistance

  • Flexible Upload Options:  Upload single or multiple files in virtually any format

  • Quick Drag-and-Drop:  Easily add files with drag-and-drop functionality

  • Direct Email Integration:  Email documents directly into the system for seamless capture

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No matter how you add documents, our use of required fields and built-in approval workflows ensures consistent, accurate archiving of your critical documents.

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Workflow

FileStar enforces stringent controls and compliance, facilitating critical business processes with precision and accountability at every step.

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Boost Productivity and Compliance:​

 

  • Seamless DocuSign Integration:  Digital signatures configured directly into workflows

  • Customizable Automation:  Set rules to automate processes and streamline approvals

  • Mobile-Friendly Access:  Approvals and routing on-the-go for added convenience

  • Comprehensive Logging and Reporting:  Full audit trails to support compliance standards

  • Robust Security Controls:  Admin-configurable settings for enhanced security

  • Tailored Reports and Metrics:  Custom reports to track and measure success​

  • Streamline Any Process:   Lease Administration, Wire Transfers, Accounts Payable, Journal Entries, Vendor Contracts, Benefit Requests, Budget Approvals​, and more!

 

 

Simplify Administration:​

 

  • Configurable Workflow Settings:  Set up workflows by user or group

  • Backup User Designation:  Assign backup users to maintain continuity

  • Flexible Notifications:  Manage alerts with user-defined settings

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Archive

FileStar provides a secure, centralized repository for all critical documents, enabling users and administrators to access, manage, and share files with powerful controls and flexibility.

 

Key User Features:

 

  • Powerful, Flexible Search: Quickly locate documents with advanced filters and sorting options

  • Export Capabilities: Export search results, data, and files as needed

  • API Framework: Integrate seamlessly with other systems for streamlined workflows, including DocuSign, Sharepoint, Salesforce, MRI, Yardi, Realpage, and many more!

  • Data Integration:  Incorporate your data into FileStar including customer, sales, vendor, property, employee and more to allow highly targeted search capabilities and document validation

  • Secure Sharing: Share files externally via secure email or folders with customizable expiration dates

  • Flexible Document Capture: Multiple methods for easy document capture and import

  • Custom Notifications: Set up alerts for document updates or workflow changes

  • Comprehensive Workflow Module: Powerful and adaptable to a wide range of decision centric processes

  • Version Control: Full document history with version tracking to ensure accuracy

 

Key Administrator Features:

 

  • User and Group Security Controls:  Manage user and group permissions for secure access

  • Automated Onboarding:  Send welcome emails to new users automatically

  • Two-Factor Authentication and Single Sign-On:  Enhanced security for access control

  • API for Document Functions:  Standard document operations easily accessible via API

  • Detailed System Logs:  Track all document access and actions for auditability

  • OCR Conversion:  Uploaded PDFs automatically converted to searchable text PDFs

  • Digital Copier Configuration:  Configure copiers to send documents directly to FileStar

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Search & Retrieval:

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  • Metadata-Driven Solution:  Perform powerful searches to retrieve the right documents from any smartphone, tablet, or computer.

  • Customizable Structured Searches:  Search based on dropdown menus and filters in a structured, database format, fully customizable to user needs.

  • Full Text Search:  Search document content directly, enabled by FileStar’s automated PDF conversion to searchable format.

  • Flexible Sorting and Filtering:  Filter or sort results by any returned metadata column for quick organization.

  • Export and Share Options:  Export results as a spreadsheet or PDF, or batch download and share files.

  • Secure External Sharing:  Share files via secure email or through trackable, externally viewable folders.

Key Benefits of FileStar 

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Connected

  • API’s allow for integration with ERP’s, data warehouses, and other customer platforms including Yardi, MRI, and Realpage.

  • DocuSign integration for FileStar workflow with digital signatures.

  • Microsoft SharePoint Plugin allows for addition and retrieval of files into FileStar through SharePoint.

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Comprehensive

  • Complex workflows can be modeled to exact customer requirements. 

  • Serves as system of record for critical paper-centric business processes.  

  • User activity logging and audit reports to support internal compliance.

  • Ensures completion, accuracy, and validity of documents for all workflows.  

Intelligent Storage Structure

Industry-specific, purpose-built schemas

for fast, intuitive document access​​

 

FileStar uses a structured, hierarchical schema to organize documents logically and intuitively, like a well-organized digital filing cabinet. Imagine layers that group documents by their relevance and relationships: for example, you might start with a top-level category like ‘Property Portfolio,’ then drill down to individual properties, departments, or business functions. Each layer captures unique metadata that helps contextualize and locate documents quickly. This structural approach makes it easy for users to find exactly what they need, aligning documents in a way that mirrors our real-world business processes, departments, or projects.  

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Flexible

  • Offers multiple document capture options including via scan-to-web, email, drag-and-drop, or batch import.

  • Multiple documents can be merged into a single PDF.

  • Several export options (data only or data and files).

  • Every PDF is converted to searchable format upon upload.  

  • Documents can be searched using any criteria.  

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Collaborative

  • Documents or folders can be shared instantly via secure links with anyone without the need for recipients to be licensed users of FileStar.

  • Secure file sharing for guest workflow participants.  

  • Email notifications for workflow steps and other automated alerts.  

Unified Document

Framework

Secure, Accessible

Archive

Seamless Workflow

Integration

Customizable Compliance

Controls

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