Fast access. Organization. Long-term document safety.
Your support in efficiently managing a large volume of documents: archiving, metadata-based organization, access rights and approval workflows, in a single web application.
MOBIUS Data, Document & Workflow supports the organization in efficiently managing a large volume of documents. Its main function is archiving and managing them — document management.
Another important function is organizing and building document workflows. The application is installed on a server and accessed through a web browser, with no installation on users' computers.
MOBIUS Data, Document & Workflow turns the everyday questions of users and management into verifiable answers, available instantly.
The tools work together, from registering a document to consulting its history, on the same base of users, roles and folders.
Documents are organized in folders with a tree structure; a folder can contain subfolders, which in turn contain documents.
Files, messages and contacts are added to existing or new folders, grouped through nomenclatures and completed with metadata. Administrators define their own nomenclatures and metadata categories.
Filtering by name, document type, issuing organization, external number, registration number, physical archive location, issue date and the person who entered the document.
A user with rights can temporarily lock a document for editing, while others can still view it. The document can be marked as the “final version” and can no longer be modified.
Rights are granted by the administrator according to role and department. When a new account is created, the system automatically generates a dedicated folder for the user, accessible to them and their hierarchical superiors.
Predefined approval routes, with linear and parallel phases, a decision-maker and a designated owner for each phase. Workflow modeling is reserved for administrators.
Version traceability for each document and access to documents at any time, according to access rights.
Document import (for example PDF, XML) and integration with other solutions or systems through web services. A web application independent of the operating system.
Metadata, responsibilities and versions accompany the document along the route configured by the organization, in the 6 stages below.
file, message or contact
folder and nomenclature
document type and search criteria
role, group and owner
linear or parallel phases, decision
history, versions and retrieval
The document workflow makes it possible to send documents along a predefined route — a collaborative environment with precise rules and procedures. Preset routes are saved and can be used whenever the defined steps are needed.
Register the document and fill in its type and the associated metadata.
Send the document along the predefined route for processing.
Add new versions, add or edit metadata along the workflow.
Interleave linear phases with parallel phases and the decision-maker.
Mark the “final version”, which can no longer be modified.
Keep the document, its route and its history for later consultation.
The right document reaches the authorized person, in the right context and version.
The working interface for active files provides a graphical tool for an overall view. The diagram shows an approval route with several roles and checkpoints.
The application does not limit the number of users in the organization and adapts to its own structure through nomenclatures and metadata defined by administrators.
Registering, classifying, storing and retrieving documents based on metadata, in private and public organizations.
Circulation of documents between owners, with linear and parallel phases and decision points.
Rights by role and department, versions, final documents and an accessible history.
Documentation, contracts and correspondence organized in folders, with metadata and controlled versions.
The Mobius team accompanies the organization from the proceduralization of document routes to user training and operational support.
Select the options that best describe your current situation for the 4 points below to generate the recommended configuration of stages E1–E6.
Need help? No matter how hard it seems, our team can help you from scratch — from analyzing document routes to the day-to-day use of the application.
Fill in the form and your request is sent directly from the site to the Mobius Software team.