Trix Organizer Introductory Presentation

Introduction to Trix Organizer™Introduction to Trix Organizer

Engineering Document Management Software

Trix Systems, Inc.Sweden +46 (010) 451 0501

UK + 44 (020) 7193 7445 USA 1 (978) 256 4445USA +1 (978) 256 4445

Trix Organizer provides:

• Secure storage of files in a single database

• Control over who sees what who can do what• Control over who sees what, who can do what

• Enforced procedures and logging for editing, h k d d bcheck-out, and distribution

• Customized configurationg

http://www.trixsystems.com

One secure, centralized, databaseTrix Organizer Other Systemsg

Metadata and files stored securely in one single, secure MS SQL Server database.

yOnly metadata and paths stored in database.Files are left exposed on susceptible file systems.


Choice of client interfacesView/markup Full editing

Web client (IE Browser)Web client (IE Browser)


Multiple viewing tools


Metadata (tags) for every document

• Customized tags• SearchableSearchable


Document functions (permission based)

• Create, duplicate or delete document

• Change version

• View

• Add or edit file

• Rasterize/make PDFs

• Check in/Check out

• Document Structure/Relationships

• Distribution

• Process (Workflow) status

• Logs

• Move to historic archive

• Add to selection lists


Add to selection lists

One document, multiple files

A single document can store multiple files.

Trix Organizer documents store files for:• Viewing – the file that is current for release• Editing – the file used for editing a new version• Restoring previous versionsg p


Control edits and enforce record-keepingh k f l f d1) Check out files for editing 3) Check edited files back in

2) Edit outside of Trix Organizer


Track versions


Record and track changes


Informative cues and tips


User-configurable Organizer Object Tree

• Master structure and/or user created structures best suit the way yourbest suit the way your business works

• Administrator can set access rights for folder visibility

• Searchable by folder• Searchable by folder name and metadata


Distribute files by email or disk


Use your existing file templates


Synchronize data with DWG attributes

Push metadata to, pull metadata from DWGsmetadata from, DWGs (or combination of both)


Set access rights based on workflow status


Convert CAD files to PDF/rastersCAD file stored in Trix OrganizerC O g

Rasterized image for distribution andrelease Protects your intellectualrelease. Protects your intellectual property.


Reports Customized to your needs


Control who can see or do what


Examples of Add-on Modules• Advanced Project Management• Advanced Project Management

– Manage Projects in separate structures

• Workflow and Task Management

– Control access based on workflow status

• Notification

Subscribe to email notifications of changes– Subscribe to email notifications of changes

• Document Structure– Build ‘binders’ of inter-related documents


Implementation Process

1) P S d C l i d S D i1) Pre-Study Consultation and System Design2) Pilot Installation3) Customer sign off on final specification3) Customer sign-off on final specification4) Configuration5) Installation – on-site)6) Training – on-site7) Support - by phone/email and remote log-in

Trix Systems, Inc.Sweden +46 (010) 451 0501

UK + 44 (020) 7193 7445


UK + 44 (020) 7193 7445 USA +1 (978) 256 4445

Ref: TF1163

Trix Organizer Introductory Presentation

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