infoRouter Features
Explore infoRouter's document management features: version control, workflow automation, full-text search, compliance tools, and granular security. In production since 1998.
infoRouter gives your organization a single system for storing, finding, securing, and routing documents without forcing your team to change how they work. Every feature listed below exists because a real customer needed it, and most have been refined over 25 years of production use at organizations of all sizes.
Document Control
- Version Control. Check-in/check-out locks documents during editing. Every version is numbered, timestamped, and attributed to an author. Prior versions are always accessible.
- Form Templates. Create structured documents using HTML form templates. Users fill in fields; infoRouter produces formatted output. No design skills required.
- Multi-Layer Recycle Bin. Deleted documents are recoverable without restoring from backups. Multiple layers of protection prevent accidental permanent loss.
Search and Metadata
- Full-Text Indexing. Find documents by what is inside them, not just by filename. Content indexing covers Word, Excel, PDF, email, and dozens of other formats.
- Custom Property Sets. Define metadata fields specific to your organization: project number, client name, invoice amount, document type. Search and filter by any property.
- Notifications and Reporting. Subscribe to document or folder events. Get notified when documents change, receive approval, or require review.
Document Capture
- Email Scanner. Monitors configured email accounts and automatically files incoming messages and attachments into infoRouter folders.
- Hot Folders. Watches file system directories and automatically imports new documents. Works with scanning workstations, automated processes, and any application that outputs files.
- Scan Station. Dedicated scanning tool for operators processing paper documents into infoRouter with indexing and metadata assignment.
- MS Office Add-ins. Save documents directly from Word, Excel, PowerPoint, and Outlook into infoRouter without leaving the application.
- WebDAV. Access infoRouter folders through Windows Explorer. Drag and drop files as if they were on a network drive.
- Import/Export Tool. Migrate existing folder structures and documents into infoRouter in bulk, preserving your original organization.
Workflow and Automation
- Workflow Engine. Route documents for review, approval, or action based on rules you define once. Approvers are notified, deadlines are tracked, and every step is recorded.
- Collaboration Tools. Share documents with internal teams and external partners. Subscription notifications keep stakeholders informed when documents change.
Security and Access Control
- Folder-Level Permissions. Assign read, write, and administrative rights at the folder, Library, or individual document level.
- LDAP / Active Directory Integration. Synchronize users and groups automatically. Maintain a single set of credentials across systems.
- Windows Authentication. Users authenticate with their existing Windows credentials. No separate login required.
Compliance and Governance
- Retention and Disposition Schedules. Define how long each document type must be kept and what happens when the retention period expires. Supports legally defensible deletion.
- Records Management. Compliant with DoD 5015.2 guidelines. Handles incoming records classification, routing, and lifecycle management.
- ISO Document Control. Recurring review workflows, version-controlled procedures, and approval tracking for ISO 9001 and other standards.
- Regulatory Support. Features that support compliance with SOX, HIPAA, GDPR, FINRA, 21 CFR Part 11, and government records legislation.
Libraries and Portals
- Document Libraries. Isolated workspaces for departments, projects, or external partners. Each Library has its own membership, security, and folder structure.
- Portal Management. Build branded portals for internal teams or external clients. Control exactly what content each audience can access.
- Smart Folders. Enforce folder-level rules that control which document types are allowed, whether check-out is permitted, and how metadata is captured on upload.
Integration
- Web Services API. Connect infoRouter to CRM, ERP, or any system that needs to read, write, or route documents programmatically.
- Multi-Language Support. Interface available in multiple languages for global deployments.
Frequently Asked Questions
- Can infoRouter integrate with our existing systems like CRM or ERP?
- Yes. infoRouter provides a Web Services API that lets you connect it to CRM, ERP, or any system that needs to read, write, or route documents programmatically.
- Does infoRouter support regulatory compliance requirements like HIPAA or SOX?
- Yes. infoRouter includes features that support compliance with SOX, HIPAA, GDPR, FINRA, 21 CFR Part 11, and government records legislation. It also supports DoD 5015.2 guidelines for records management.
- How does version control work in infoRouter?
- infoRouter uses a check-in/check-out system that locks documents during editing. Every version is numbered, timestamped, and attributed to an author. All prior versions remain accessible.
- Can we migrate documents from a file server or SharePoint into infoRouter?
- Yes. The Import/Export Tool lets you migrate existing folder structures and documents into infoRouter in bulk, preserving your original organization.
- How long has infoRouter been in production?
- infoRouter has been in production since 1998. Most features have been refined over 25 years of use at organizations of all sizes.
See These Features in Your Own Environment
Request a free 30-day trial and test infoRouter with your own documents, your own team, and your own workflows.