SA Document Manager
Get to know SA Document Manager, our EDM – Electronic Document Management System, which guarantees the most advanced GED – Electronic Document Management in line with ISO 9000 standards.
Control, Administration and History
Structure the document categories, according to the stages of the life cycle and those responsible for them. Create, release, verify, approve and make the versioned document available to your target audience.
Define the document portfolio of employees by organizational structure, position or individualized. Distribute and manage printed controlled copies. Sign documents digitally, using a simple and qualified signature.
Main applications
Document Production
Document Production
With SA Document Manager, you will create, edit and version documents in the repository of the most different types and formats. Once published, the document will be available for consultation by predefined users.
Versioning
Versioning
Functionality for versioning controlled documents, following the established elaboration and configuration flows
Repository
Repository
Organize all documents in folders and categories, making them available for reading and consulting. The repositories also provide access to properties, previous versions and even details about the preparation and control of documents.
Search and Finder
Search and Finder
Tool that allows searching and reading documents, making it possible to apply quick and functional filters, in addition to having the functionality of sharing and grouping documents. It also allows starting versioning, obsolescence and querying previous versions.
Custom Reports
Custom Reports
Allows you to create reports using several different pre-defined filters, facilitating the management of documents
History of Access
History of Access
Tool that temporarily stores users’ access to documents, allowing them to know which ones are being read, facilitating the dissemination of information.
Portfolio
Portfolio
Define the must-read documents that must be part of the employee portfolio of an organizational unit, position or individual. Read and confirm understanding of the portfolio document from the pending agenda. Monitor the progress of accessed and confirmed portfolio documents.
Distribution
Distribution
Functionality that helps you in the controlled distribution of printed documents, with the objective of keeping track of the number of copies and which employees will receive each copy. In addition, it is possible to control which users can be distributors.
Benefits and features
- Compatible with ISO 9000 standards
- Workflow for electronic document management
- Integration with the Strategic and Operational Planning model
- Continuous control of the versions
- Document Templates
- Document searches by criteria
- Definition of responsible for each steps of workflow
- History and access statistics and management information
- Category of documents with global and local repositories per user
- Document distribution and individual access control
- Document Categories
- Generation of PDF reports
- Catalog of documents
- Document portfolio
- Collaborative editing
- Qualified and simple digital signature
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Request contactAvailable and complementary components
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SA Project Canvas
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SA Reports
The SA Reports application makes it possible to generate reports with practically all the information contained in the system. The information can be customized, according to the user’s specific needs.
SA Workflow Designer
The SA Workflow Designer tool was developed to simulate and document processes or workflows. Similar to the elements of the BPMN (Business Process Model and Notation) notation, it is possible to model workflows according to a set of rules, with the aim of automating business processes. Integrated with the free tool, Interact Flow has current notation elements that meet modern methodologies.
SA Kanban
Kanban stands out for providing agile and visual management of business operations. With this component, you’ll manage your team’s tasks in a simple and intuitive way. Just log the demands and organize them among the columns. You can sort and move them simply by dragging, and even add labels to categorize the demands. Take advantage of this new tool to enhance the management of your tasks and projects.
Anywhere. 24 hours a day. And it still fits in your pocket.
Interact Pocket is the mobile version of Interact Suite SA. In addition to exclusive management applications, Interact Pocket brings together functionalities from various modules so that you can access information anywhere, anytime.
Here are some of the applications of Document Management in the mobile version.
Document reading
Read the documents in your portfolio
Confirm reading
Confirm reading to reduce pending documents that need to be read
Receive notifications
Receive notifications in the palm of your hand
Logout from active sessions
See which devices or locations are currently connected to your account
What our clients say
“The SA Strategic Adviser system is a practical and dynamic tool that enables total control of processes in an integrated and robust manner, generating confidence and accuracy in all activities. In recent times, we have been working to integrate indicators in the DataIntegrator format (via system databases), allowing for a reduction in human interactions in data manipulation. All auditors from ISO, ONA, and NR 277/2011 from ANS were quite impressed with how the system contributes to information access and the development of strategic activities.”
“The operational logic has been consolidating since the acquisition of the modules we defined as part of our management system, allowing us to build a solid foundation of knowledge and access to information. With this structure defined and all the knowledge acquired in partnership with Interact consultants, we met with our internal users who requested a way to enhance and facilitate integrated and agile access throughout the company, where they could use this content at all times for strategic and operational definitions. With the implemented solution, we were able to gain agility and breadth in knowledge, as well as a boost in engagement with the visible management culture of the integrated management system. Our medium-term vision is to integrate our risk management into this model, closing the PDCA cycle for the practice of continuous improvement in our company.”
“The SA Strategic Adviser system has allowed for faster, easier, and, above all, secure access to documented information. MMB (Manipulação Minas-Brasil) has been adopting new techniques every day to enhance its products, services, and information, always with the aim of ensuring maximum quality and protecting the health of its customers.”
“The tool suggests, or rather, brings about a change, primarily in culture. It makes everyone start moving in the same direction, enabling continuous improvement in management and, consequently, results.”
“With the implementation, we realized that the tool fulfills its purpose and allows users to manage their documentation and feed, review, analyze, and define action plans related to measurements taken, with friendly and clear graphical environments, reports that enable monitoring and periodic review, and if desired, in real-time, what aspects should be paid attention to.”
“The software brings many gains regarding strategic objectives and indicators. Things that were difficult to work with at the beginning are now included in the strategic planning, which is known throughout the institution. So now we have more and more activities to align support areas with the institution’s objectives.”
“The SA brought us many conveniences and assisted us greatly in the accreditation process. By being able to demonstrate internal analyses, it is a tool that makes all the data clear for the evaluator when they are auditing us.”
“The SA Suite, Interact’s corporate management software, is essential to enhance the administration model of organizations. It was a significant step towards implementing the so-called Management 4.0.”
“The use of the Quality Management Solution supported the hospital as a whole in achieving ONA 2 Accreditation – Full Accreditation.”
Frequent Questions
Clarify some of the most common doubts about our products
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The SA Document Manager allows the generation of various reports, enabling an analysis of the various stages of Document Management.
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- Compatible with ISO 9000 standards
- Integration with other modules
- Qualified and simple digital signature
- Access control Mobile access
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Yes, the mobile version allows various actions within the module, ensuring more agility in tasks.
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Yes, online documents can be created locally, without the need to import an external document.
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Yes, you can define a set of mandatory reading documents for a group of users, which can be based on Organizational Structure, Positions, or even individually by Employee.
By default, all users with access to the SA will have access to the Portfolio and can view their mandatory reading documents.
The tool records statuses for documents that have not been accessed yet, for documents that have been opened but not read yet, and for documents that have received confirmation of reading.
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Yes. The tool allows categorization, guiding who can perform each stage or cycle of the document.
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All file formats. The tool enables the management of any file type, allowing import and export, thus facilitating everyone involved in the process.
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Document management is the process that involves the generation, organization, and correct and secure filing of a company’s documents. Each business process generates new information that needs to be documented. The volume of files is enormous, and proper management is crucial.
In addition, ensuring who will have access to them, mandatory readings, and easy and quick access ensure proper management. Especially for those who need to align with ISO 9000.
