FocalTRACK - Features | Key Features

FocalTRACK provides complete functionality for a low price. We include SSL security, full text search, and extensive amount of storage space upfront so there are no hidden fees.

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Document Management & Control

Document Sharing	Securely share documents with anyone you choose, from any location, at any time of the day.
Controlled Access	Restrict access to documents and folders to specific users or groups. You can also grant privileges for users and groups such as list, read-only, add, edit, and full control.
Version Control	Complete versioning of a documents with the ability to "rollback" to a previous version.
Familiar User Interface	Familiar and easy-to-use. Users can log in and navigate folder structure with complete ease.
Search	Includes options for basic and advanced searches, including full text search.
Custom Folder Structure	Clients can establish any folder structure they wish.
Multiple File Upload	Users have the option to upload single or multiple files including drag and drop options. Users can upload up to 100 MB at a time.
Multiple File Download	Ability to download and compress multiple files into a single zip file.
Document History	View reasons for each document revision.
Check-out/Check-in	Check-out a document so that others cannot modify the document while it is checked-out.
Stale/Expiration Date	The ability to set a date in which the document is no longer considered valid.
Fax-out	Users can send documents via fax from within FocalTRACK. Can also be set-up to receive faxes.
Optional Interface	Users have option between two system interfaces - a "simplified view" that has a very clean look and feel and an "advanced view" for users that want more information displayed at one time.
Repository Manager	Optional utility that permits clients to mass upload folder structures and files.
Add Website Addresses	Ability to add linkable website address.
Document Archives	Receive a CD or DVD backup of all folders and documents.
Metadata Grouping	The ability to tag documents with system or user defined metadata elements. User can then generate alternate groupings of all documents based on metadata categories.

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Form Management

Custom Forms	Define any type of form you want to capture and track various types of information. Examples include: workplace or environmental safety, quality control, production, issue management, job reporting, employee reporting, asset management, change management, etc.
Custom Reports	Define any type of form-based report you want.
Controlled Access	Restrict access to forms to specific users or groups. You can also grant privileges for users and groups such as list, read-only, add, edit, and full control.
Custom Header	Create custom header and logo for each type of form template.
Version Control & History	A new version is created each time a form record is updated, ensuring a complete history of the form record is maintained.
Approvals	Restrict access to specific sections within your form for approvals or other sensitive information.
Multiple Edit	The ability to select multiple records and update all at once.
Summarized Views	Define and view your forms in a summary or log view.
Assign Form Task	Assign tasks relating to any form.
Search	Includes options for basic and advanced searches
Custom Folder Structure	Clients can establish any folder structure they wish.
Fax-out	Users can send forms via fax from within FocalTRACK.
Add Tables to a Form	Integrate tables within you forms. Define the number of rows and columns.
Auto naming of forms	Permit auto naming of your forms.
Automatic e-mail update notifications	E-mail notifications are sent when users add or update forms.
Create links to other forms or files	Allow links to other files, forms or folders from within a form
Import and export form data	Import and export your form data via XML and CSV.
Standard Form Templates	Select from existing form templates or create your own.
Metadata Grouping	The ability to tag form records with system or user defined metadata elements. User can then generate alternate groupings of all forms based on metadata categories.

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Collaboration and Workflow

Subscribe	Once a user subscribes to a folder, document or form, an email notification is automatically sent whenever modifications are made or new documents/forms are added.
Notifications	The ability to send email notifications to specific users or groups when documents or forms are added or updated.
Project Email	Assign a project email account that allows the sending of email messages which are automatically retrieved by FocalTRACK.
Announcements	Add announcements for all users.
Discussions	Add and respond to private and public discussions. Users can optionally link discussions to any document or form.
Task Management	Assign and monitor tasks as well as send reminders.
Team Email	Send and receive email within FocalTRACK for centralization and management. All email can be duplicated to users e-external email.
Read Receipts	Read receipts for files, forms, and messages.

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General

Security	All information is 128 bit SSL encrypted ensuring your information is never vulnerable when being sent to or from FocalTRACK.
Multilingual	FocalTRACK is available in English, French, Chinese and Japanese. Language choice is set by the individual user.
Shared Calendar	Users can create appointments and invite other users as well as set reminders.
Alternate Grouping	The ability for users to generate multiple alternate folder structures for displaying and locating documents and forms. Grouping can be based on system or user defined metadata such as year and month, author, project or client defined grouping such as phase, contact number, status, location, etc.
System Reports	Comprehensive system usage reports.
Contact Lists	Private and public contact lists. Users can import existing lists.
Customizable Interface	Users can make interface changes to the system to suit their needs.
Dashboard Views	Summary view of all information (documents forms, tasks, appointments, etc) as it pertains to the user.
Web-hosted Solution	No software to install or maintain as the FocalTRACK service is hosted on our servers that are maintained and staffed at a 24/7/365 datacenter.

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Other related pages:

• Key Features
• Feature Summary by Edition
• Overview
• Benefits
• Document Control
• Form Management
• Team Collaboration
• Additional Features
• Security

Need more information?

Find out more about product & services, partner requests, or to schedule a live demo.

info@focaltrack.com

Telephone: (506) 454-2266
Toll free: (866) 448-0144

"We have found FocalTRACK to be extremely effective in managing and sharing documents and communication for our projects."

Veronica McGinn, Office Manager
Centre for Property Studies, UNB

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