caralogo

for Regulatory Correspondence Management on Documentum

Form Builder

Form Builder

Easy configuration of contact / correspondence for with complex field definitions, validation and dependencies

Attachments

Attachments

Add document or email attachments to the forms and route for workflows – approve the form and attachments as a unit

Master Data Management

Master Data Management

Integrate seamlessly with a variety of master data management systems (product information) or manage it in CARA

Transformation to PDF

Transformation to PDF

Render the form to PDF or PDF/A for archiving, including rendering all attachments into a single PDF with the form

Submissions

Submissions

Tie the data into your submission content management system so that correspondence is tied to and easily visible from the submissions

Correspondence management made simple

Contacts with regulatory authorities involve metadata being captured, with intelligent inheritance / pre-population from existing / template forms, together with value assistance across multiple fields, with dependencies based on the process of users. Additionally, contacts often have associated content (emails, documents, faxes, multi-media) which needs to be attached, and routed together. At the end of the process, the form and attachments typically have to be archived, ideally published to a single PDF/A document for archival and linking to the original submission documents.

FORM INPUT

  • Form configuration including tabs, columns, grids (table of data)
  • Complete the forms using browser or mobile device
  • Values from queries, value lists, dictionaries and Master Data
  • Full range of controls including text, dates, integers, picklists, radio buttons, checkboxes
  • Set fields to be visible, mandatory and/or editable based on conditions
  • Inter-field dependencies
  • Full CSS / HTML formatting
  • Field validation such as date ranges, text string masks and regex validation
  • JavaScript validation

ATTACHMENTS

  • Import or attach documents directly onto forms
  • On saving the form, automatic relationship are built between the form and attachments
  • Clone metadata from forms to attachments
  • View, edit and otherwise work on attachments from the form on in the repository
  • Extract attachments from emails, and extract metadata from documents and emails on import

ROUTING

  • Use Documentum BPM workflow or CARA workflows to route the form and attachments
  • Full lifecycle (Documentum standard lifecycle)
  • Dashboards to report (BAM not required)
  • Synchronise lifecycle state and metadata across forms and attachments in the background
  • Multiple form handling for workflow, status, annotations and more
  • Tie the correspondence to the original submission documents

PUBLISH

  • Render form with all data to a PDF (designed using XSL to allow multiple page flow)
  • Render all attachments to PDF with CARA Rendering Services
  • Publish the form and all attachments to a single PDF
  • Notify subscribed users or defined users (including attaching PDF to email)
  • Create PDF/A for archival
  • Push data to submission / registration tracking systems

Over 400,000 users and growing…

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CONTACT