Moving a traditional business process to an automated solution can seem daunting. One of the most important features of CNG-SAFE is the inherent simplicity built into the user interface. After just a few days of use customers experience significant time savings and reduction in errors. CNG-SAFE helps organize:

• Email
• Forms and other custom documents
• Existing documents via scanning
• Memos
• Faxes
• Audio files
• Data from other applications
• Database reports
• Office Suite documents

Built-in format independence
CNG-SAFE is compatible with other applications straight out-of-the-box.

• Works with documents in their native format and application
• Consolidates pertinent documents from different applications in a single folder
• Preserves openness to future capabilities

Optimized and efficient workflow
CNG-SAFE helps accelerate workflow across the organization

• Improve efficiency and customer service - employees can access customer information to answer questions while the customer is on the phone
• Document and folder routing – gets information into the right hands for prompt attention
• Communicate and share files using standard applications and email programs
• Sensitive to business processes and supports existing rules
• Accessible by anyone with proper authority
• Add new customers efficiently
• Scales with business without adding headcount

Security and Tracking
Limits access to files and tracks where files have been and where they're going

• Critical tool for achieving regulation compliance
• Management reporting – ability to run a report to show audit trail
• Know where your files have been and where they are going - eliminate the guesswork
• Enforce detailed control over document access rights at the user, cabinet, folder, and document level
• Supports version control, retention policies, and other Information Lifecycle Management (ILM) Functions

A Controlled Environment

Cabinet NG can help you create a controlled, secure environment. With Cabinet NG security capabilities, you can protect sensitive information; ensure privacy, security and efficiency.

Many businesses are required by regulations (HIPAA, SEC, SOX, ISO, etc.) to ensure the privacy of customers’ and employees’ personal information. With a paper-based filing system, there is no efficient way of securing files, beyond locking the cabinet. With CNG-SAFE you not only to specify who has access, but also to control access to individual folders and documents.

Security is a key concern to any business, but especially so for larger organizations. Some document management systems take an all or nothing approach. Still others burden you in lengthy administrative processes to address even simple security needs. With CNG-SAFE, you get both the flexibility and the security you need.

Administrators can establish access rights at levels equivalent to filing cabinets, file folders, or documents. Administrators can set define access as, none (no access), preview, view only, edit, create, delete, and locked. Access classes allow documents to be associated with groups enabling privileges to be set for departments, management levels, or individual users. Rights to documents and folders can be granular - a user may have create rights to a document and no other rights, allowing a person to add a document to the system but not access from that point forward.

Document Retention Policies

Part of CNG-SAFE’s security is retention classes. Retention classes enable you to define by document type how long a document is maintained. Setting document retention ensures that even when users have access, important files are kept for designated periods.

Audit Trails

Auditing and tracking file access is a necessity for businesses today, and a key component of your Cabinet NG Shared Access Filing Environment. Track where your files have been, always know where files are, limit file access, and protect your customers’ privacy with Cabinet NG. Administrators are able to generate reports to view who viewed or accessed files at a filing cabinet, file folder, or document level or to view all files accessed by user.

Check Out / Locking
In a paper filing system, sometimes there is a need to pull a file and isolate it from other processes. CNG-SAFE also enables a file to be designated as checked out. This check-out feature ensures that entries aren’t accidentally made to file during an audit or review. However, unlike a paper system, you always know who has the file in use and the file never physically leaves the system.

Cabinet NG Shared File Access System (CNG-SAFE) is designed to support multi-user network environments.

• Distributed Processing
  Cabinet NG is a distributed processing system. We have installations with more than 200 users accessing hundreds of gigabytes of data.
• Remote Access
  CNG Supports wide-area network (WAN) access through web-based clients for viewing and data-entry through web-based forms. Full access can also be granted through Windows Terminal Services.

These features enhance functionality of CNG-SAFE for specific tasks like quicker filing of outside documents, bulk filing, and creation of a “frequently used” filing cabinet.

Retriever - provides a simple way to integrate existing applications into CNG-SAFE. Users can access documents in CNG-SAFE via Retriever without switching from the native application. Retriever enforces security and controls access to documents based on user rights assigned within the organization.

CNG-Forms - automates the input of records into CNG-SAFE. Using CNG-Forms, existing paper forms can be scanned to create electronic forms (eForms) that are familiar and consistent with existing operations.

CNG-Outlook - enhances functionality for Outlook users enabling emails to be automatically filed based on user-defined rules. Once filed in CNG-SAFE, companies can take full advantage of the system’s advanced document management features to locate and retrieve emails and enforce retention policies in a secure electronic envronment

CNG-Batch - allows you to scan several documents at once and then file them manually or automatically. Manual filing is achieved by reviewing each document on your monitor and selecting where it is to be filed in CNG-SAFE. Automatic filing is accomplished using CNG-Batch’s ability to read document barcodes and file the documents into CNG-SAFE. Filing efficiency is also improved using CNG-Batch by decoupling mechanical scanning from the filing process which allows different employees with different skill sets to independently complete scanning and filing.

CNG-Filer - allows you to file (Save as) from any Windows-compliant software that supports the ‘Save As’ function to a Cabinet NG cabinet and folder in its native format. This module also allows you to drag and drop any file from the MS Explorer environment onto the desktop icon so you can then add documents into the Cabinet NG environment. .

CNG-Publisher - allows you to publish documents (print) from other software applications into a Cabinet NG cabinet folder. As a result, documents are saved as a standard TIF, PDF or non-editable DMX image. CNG Publisher is a great tool for preserving text documents in a format that is read only.

CNG-Tracker - allows you to track down file locations and file access, so you’ll always know where your file is, where it’s been and who may have made changes. It also helps you track activities for regulatory compliance (HIPAA, SEC, etc.).

Client Systems

Server

Reviews

Document Management Systems Review 
CNG-SAFE is a document management system positioned for the small enterprise and is designed to work in many different industries. The level of enterprise functionality included in the CNG product line at essentially entry-level pricing makes for an attractive value proposition. Overall Rating: 4 Stars.
The CPA Technology Advisor, By John Higgins, CPA.CITP

Electronic Solution to the Paper Chase 
As customer files swelled in size and number, a California insurer found an electronic solution that did more than just eliminate paper.

The Rebirth of Knowledge Management 
Information explosion has companies seeking better collaboration tools
Manufacturering Business's Technology, by Hope Neal

Gibraltar Industries, Inc. recouped investment in 12 to 15 months. 
While usually good for fiscal reports and investor relations, corporate mergers and acquisitions often cause headaches for IT personnel…
Integrated Solutions, by: Ken Congdon

Electronic filing cabinets have customer-based benefit 
Manufacturing Business Technology

Review of Document Management Software 
What You Need To Know About Finding An Electronic Document Management System
CPA Technology Magazine, John Higgins

Electronic Advantage 
Constructech Magazine

Awards

Innovation Awards Presented in L.A. 
Companies Honored for Technologies that Advance and Enhance Productivity for Tax and Accounting Professionals.
CPA Technology Magazine, Isaac M. O'Bannon

Benedettini Cabinetry 
CNG-SAFE Automated workflows and a secure, information repository facilitate Benedettini’s need to share information across the entire company regardless of location.

Bone and Joint Clinic 
The Bone and Joint Clinic, P.C., a nine-physician Orthopaedic practice in Franklin, Tennessee, was searching for a better solution to store and access patient information.