Document Management

Storing and managing large quantities of paper documents is expensive. This is especially true for Housing Associations, where an audit-able trail of all activity relating to their tenants and properties needs to be indexed, stored and archived for retrieval and possible disposal at a future date. All of which requires dedicated resources, whether it’s storage, time or money.

Shian Housing Association encountered these very challenges when evaluating how they managed their documentation. To address this OmniLedger have become an M-Files partner.

M-Files are a leading document management solution provider and OmniLedger have now developed a direct interface via Pyramid to provide instant access to an entire vault of electronic information.

Essentially it’s an Electronic Document Management System, or EDM, with powerful and flexible indexing that allows document categorisation to cater for individual departmental requirements.

It’s easy to get lost in acronyms: EIM, ECM, ERP, CRM, etc, so to cut through the jargon, Pyramid M-Files manages everything.

This includes documents, images, projects and processes, by simply adding intelligence, so you can always find what you need, when you need it!

Find and access content based on what it is, not where it’s saved

Sometimes finding the right document when you need it seems impossible. Where was that file saved? Who edited it last?

What if it didn’t matter? 

Pyramid M-Files organises everything in a central vault based on what it is, so you never have to remember where it’s saved or which version is the right one, as only one copy is ever saved.

Integration with MS-Office 

At the point of raising an arrears letter in MS-Word the document can automatically be saved to the Pyramid M-Files vault with the correct indexing (meta-data), i.e. tenant key, property key, document category, etc, making retrieval simple in the future.

Fully integrated with Pyramid:

• Rent Accounting
• Repairs and Maintenance
• Financial Suite

Fully integrated with Microsoft Office:

• MS-Word
• MS-Excel
• MS-Outlook

By storing our documents in a controlled electronic environment, staff have been able to retrieve files quickly using the search facilities provided within the M-Files vault. Furthermore, the integration with Pyramid enables us to quickly access all files related to a tenant or property with a simple click of a button.