Benefits of Partnering with Assertant

Read more about our products and services

An AI-powered ECM and BPM software, built on Alfresco. Featuring Assertant AI Agent.

Assertec

An AI-powered BPM software, integrated with Activiti and Alfresco. Featuring Assertant AI Agent.

Assertiv

A high-performance, high-capacity migration engine capable of migrating documents, workflows and data between any ECM systems.

Assertgin

A web publishing solution that seamlessly connects your DMS/CMS with your enterprise website or portal.

Assertweb

Professional consulting, deployment, customization and support services for Alfresco Content Services.

Alfresco Content Services

Professional consulting, deployment, customization and support services for Alfresco Process Services or Activiti.

Alfresco Process Services

Professional consulting, deployment, customization and support services for Solr.

Solr

Professional consulting services that include the entire lifecycle of your migration project.

Data Migration

Federal Aviation Administration

Hyundai

One America

United Health Group

Liberty Mutual

Ny State Of Health

Capital One

NARA

Gallagher Bassett

Bureau of financial Services

Walgreens

USPTO

Some of the companies we have worked with

Some of Our Great Clients

We are leading the integration of AI into Enterprise Content Management (ECM) and Business Process Management (BPM) with our new ECM AI Agent and with our innovative products:

<ul><li><a href="/products/assertec">Assertec</a> – An AI-powered ECM and BPM software, built on Alfresco, delivering robust content and process management capabilities.</li><li><a href="/products/assertiv">Assertiv</a> – An AI-powered BPM solution that seamlessly integrates with both Alfresco and Activiti, enabling intelligent, automated workflows.</li></ul>

These products empower organizations to streamline operations, enhance compliance, and unlock new levels of efficiency through AI-driven capabilities.

 
 
Additionally, we've developed <a href="/products/assertgin">Assertgin</a>, a robust content and data migration engine, and <a href="/products/assertweb">Assertweb</a>, a system for content-to-web publishing.
 
 
Our professional services team also offers development, customization, and support for clients using Alfresco, Activiti, and Solr.

Innovative ECM & BPM Software
 
<div>
 Integrated with
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 Built On Alfresco
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Contact Us

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Or try our bundled package: Alfresco Community Edition + Assertec + Our Support Services.

Use our products with Alfresco Enterprise Edition

<ul>
 <li>
 Assertec has integrated AI tools and capabilities with Alfresco, enabling features like generative document and case summaries, classifications, and content-enhanced QA chains (chat).

 </li>
 <li>
 We’re also rolling out new features, including AI-generated analysis of document versions and advanced content analytics.
 </li>
</ul>

AI – ECM Integration

You can directly connect your scanner to Assertec (webscan) and automatically apply OCR to the scanned documents.

Webscan & OCR

<ul>
 <li>
 Add and track redlining, annotations, redactions, e-signatures, and a variety of other collaboration tools.
 </li>
 <li>
 We’re also introducing real-time document collaboration, allowing users to see others' updates as they happen.
 </li>
</ul>

Content Collaboration

<ul>
 <li>
 Assertec offers a comprehensive and fully customizable case management component that can be adapted to your specific needs and requirements.
 </li>
 <li>
 Currently, it supports Alfresco Process Services and Activiti, with plans to integrate additional systems in the future.
 </li>
</ul>

Case Management

Selected solutions & features from our products

Solutions

Our Story

Assertec Introduction

Our Products

Our Services

Most searched

What are you looking for?

<ul>
<li>Use our AI Tools to generate summaries from documents and extract key insights.</li>
<li>Users retain full control and can edit and refine the generated summaries that can be saved as searchable document metadata.</li>
</ul>

Document Summaries

<ul>
<li>Use our AI Tools to classify and tag documents based on their content and metadata.</li>
<li>Users can review the suggested tags to accept or edit them.</li>
<li>The tags can be saved as searchable metadata, ensuring files are easily retrieved.</li>
</ul>

Document Tags

<ul>
<li>Use our AI chat to access critical information in seconds and receive accurate answers sourced directly from your content.</li>
<li>The chat history will be saved for each user, maintaining a comprehensive record of all shared information for future reference.</li>
</ul>

Augmented Chat

<ul>
<li>Use our AI Tools to generate detailed and accurate image descriptions.</li>
<li>Users can review and refine the descriptions, creating searchable metadata optimized for your enterprise needs.</li>
</ul>

Image Descriptions

<ul>
 <li>
 AI generated document summaries and classifications.
 </li>
 <li>
 Content-based, AI question/answer chains (chat).
 </li>
 <li>
 AI generated image descriptions.
 </li>
</ul>

AI Agent

AI generated document classifications

<ul>
<li>Automatically tag and classify documents upon upload using automatically extracted content and metadata.</li>
<li>Review and adjust suggested tags as needed, then save them as searchable metadata&mdash;making document organization and retrieval effortless and accurate.</li>
</ul>

Classification

<ul>
<li> Automatically extract metadata properties from documents, whether managing single files or bulk batches. </li>
<li>You can review and tweak extracted metadata to ensure accuracy.</li>
</ul>

Extraction

<ul>
<li> Configure alerts to flag critical content, like PII or other sensitive information. </li>
<li>Tailor alert criteria to meet your organization&rsquo;s unique compliance and security requirements.</li>
</ul>

Content Alerts

<ul>
<li>Stay ahead of compliance risks with alerts for documents missing essential sections, clauses, or other criteria.</li>
<li>
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<div class="p-rich_text_section">These checks can be configured to align with your organization's unique requirements.</div>
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</div>
</div>
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</div>
</li>
</ul>

Compliancy Checks

Content Analytics

Automatic metadata extraction

<ul>
<li>Assertec includes its own fully configurable auditing component.</li>
<li>Our auditing includes all the events that Alfresco Auditing component offers and much more, such as the metadata changes (showing old and new values), collaboration tools, workflow and case events.</li>
<li>Assertec features a highly configurable auditing component that is more efficient and goes beyond the capabilities of Alfresco&rsquo;s auditing by tracking events like metadata changes (with old and new values), collaboration tools, workflow, and case events.</li>
<li>Seamlessly integrated with our Reporting and Dashboard components, it provides a robust and detailed solution for auditing and reporting.</li>
</ul>

Auditing

<ul>
<li>Our built-in Reporting component offers a versatile and fully configurable report builder and generator, empowering clients to design unlimited report templates.</li>
<li>Each template can include a list of data fields, criteria, and group-by parameters, retrieving information from Alfresco, Assertec, or even external systems.</li>
<li>With options to run reports instantly, schedule them for one-time execution, or set them to run periodically on specific dates and times, the flexibility is unmatched.</li>
<li>Reports can be exported in various formats, including PDF, Excel, and HTML. Clients can also personalize headers and footers to align with their branding needs.</li>
<li>Generated reports can feature Dashlets from our Dashboard component, providing deeper insights through visual data integration.</li>
</ul>

Reporting

<ul>
 <li>
 Advanced Auditing Capability:
 Our enhanced auditing feature allows for the recording of all content-related events, including pre-modification data. This capability is both configurable and customizable to suit specific needs.
 </li>
 <li>
 Reporting:
 Our reporting section offers both built-in and custom reports. Built-in reports cover extensive data segments related to content, users, and usage, while custom reports can be developed according to individual client requirements.
 </li>
</ul>

Reporting and Auditing

Report builder in ECM

<ul>
<li>Uploading and routing documents has never been simpler with Assertec&rsquo;s Centralized Landing Zone.</li>
<li>Users can upload their files to this centralized hub, where documents are then classified and categorized through fully customizable rules.</li>
<li>These routing rules are designed to adapt to your specific needs&mdash;for example, automatically moving files to designated folders, initiating workflow processes, sending notifications for review, or executing any other client-defined action.</li>
</ul>

Centralized Landing Zone

<ul>
 <li>
 Centralized Document Landing Zone:
 Documents can be uploaded or ingested into a centralized landing zone, where they can be processed either manually—by specifying document types and associated metadata—or automatically, utilizing metadata and auto-categorization features.
 </li>
 <li>
 Metadata Extraction and Auto-Categorization:
 Our advanced content and text analysis capabilities enable automatic metadata population and categorization of documents by assigning types and attributes based on their content. This feature can also be integrated with our OCR functionality to include images and scanned documents.
 </li>
 <li>
 Automatic Document Routing:
 Once categorized, the uploaded document will be automatically routed to its destination.
 </li>
</ul>

Centralized Document Landing Zone with Auto Categorization and Routing.

I want to automatically route documents in my ECM

Automatic document routing

ECM Landing Zone

Automatic document categorization

Automatic document classification

Content analytics

<ul>
<li>Digitally sign documents with electronic signatures using your organization&rsquo;s or a trusted third party's certificate.</li>
<li>Include additional details such as IP address, timestamps, and certificate data to meet compliance and security standards.</li>
<li>Assertec Advanced Search enables the user to search for digitally signed documents.</li>
</ul>

E-Signature

<ul>
<li>Enhance collaboration with versatile annotation tools like comments, highlights, images, or cloud shapes and arrows.</li>
<li>Each annotation is logged with author details and timestamps for full transparency and traceability.</li>
</ul>

Annotations

<ul>
<li>Protect sensitive information by easily redacting specific document sections.</li>
<li>A collaboration log ensures every redaction is tracked and attributed.</li>
</ul>

Redactions

<ul>
<li>Monitor and manage document revisions by easily identifying changes between different versions.</li>
</ul>

Redlining

<ul>
<li>Apply customized watermarks to documents to reinforce branding or maintain integrity.</li>
<li>A detailed history tracks when and who applied each watermark.</li>
</ul>

Watermarks

<ul>
<li>Apply workflow stamps like &lsquo;Approved&rsquo; or &lsquo;Needs Review&rsquo; to document pages to track progress at a glance.</li>
<li>Each stamp is logged in the collaboration history with full visibility into who added it and when.</li>
</ul>

Stamps

<ul>
<li>The collaboration history records every collaboration action, including who made it and when, with timestamps. &nbsp;</li>
<li>Access, preview, or remove any comment, annotation, redaction, or stamp&mdash;each tracked with author, timestamp, and activity details for a transparent document trail.</li>
</ul>

Collaboration History

<ul>
 <li>
 Annotation, redlining, watermarking and redaction. 
 </li>
 <li>
 Electronic Signature. 
 </li>
 <li>
 Splitting and merging documents, creating binders. 
 </li>
 <li>
 Template-based formatting. 
 </li>
</ul>

Collaboration

Document collaboration

Document redactions

Document watermarks

Document redlining

Document annotations

Assertgin can migrate data from any system into Alfresco, having successfully handled migrations from platforms such as Documentum, Oracle UCM, SharePoint, FileNet, and document hierarchies stored locally or in object storage (e.g., S3).

Support for Various Source Systems

Assertgin is equipped to map source hierarchies to an Alfresco folder structure, translate source metadata properties to an Alfresco Content Model, and adapt source security matrices (permissions, roles, etc.) to Alfrescos security framework.

Mapping and Migration of Folder Hierarchies, Metadata Properties, and Security Matrix

Assertgin facilitates the migration of processes between different APS/Activiti installations and can upgrade processes from older model versions to the current version within the same installation. It is also capable of migrating processes from other BPM/workflow engines to APS/Activiti.

Migration of Alfresco Process Services / Activiti Processes

<ul>
 <li>
 Support for Various Source Systems:
 Assertgin can migrate data from any system into Alfresco, having successfully handled migrations from platforms such as Documentum, Oracle UCM, SharePoint, FileNet, and document hierarchies stored locally or in object storage (e.g., S3).
 </li>

 <li>
 Mapping and Migration of Folder Hierarchies, Metadata Properties, and Security Matrix: 
 Assertgin is equipped to map source hierarchies to an Alfresco folder structure, translate source metadata properties to an Alfresco Content Model, and adapt source security matrices (permissions, roles, etc.) to Alfresco’s security framework.
 </li>

 <li>
 Migration of Alfresco Process Services / Activiti Processes:
 Assertgin facilitates the migration of processes between different APS/Activiti installations and can upgrade processes from older model versions to the current version within the same installation. It is also capable of migrating processes from other BPM/workflow engines to APS/Activiti.
 </li>
</ul>

Content, Data and Workflows

I want to migrate my workflow processes

I want to migrate content and data from or to my ECM

I want to migrate content and data from or to Alfresco

Content and data migration

<ul>
<li>Our search feature empowers users to refine results by, if needed, focusing on specific document types and metadata properties, ensuring a seamless and efficient experience.</li>
<li>With Assertec, clients can control search rankings by assigning more importance to specific metadata properties.</li>
<li>For example, they can prioritize specific attributes to surface the most relevant documents aligned with their priorities.</li>
</ul>

Type and Metadata Forms

Users could also search using document tags.

Tags Search

Users could also search for e-signed or stamped documents.

Collaboration Items Search

Assertec automatically saves your five most recent searches for quick access&mdash; instantly revisit the documents you need without starting over.

Saved Searches

<ul>
 <li>
 Structured Search:
 Assertec automatically creates a search form for each custom type, incorporating the relevant metadata properties for that type.
 </li>
 <li>
 Configurable Rankings:
 Assertec allows clients to adjust search rankings based on their specific requirements.
 </li>
</ul>

Advanced Search Forms

I want to make search in Alfresco more efficient

<ul>
<li>We developed a Windows desktop component that automatically synchronizes local Windows folders with corresponding folders in Alfresco.</li>
<li>Any changes made on either side &mdash; whether in the local folder or in Alfresco &mdash; are seamlessly and instantly reflected in the other, ensuring real-time, bidirectional sync and consistent content access.</li>
</ul>

Folders Sync

<ul>
 <li>
 Windows Integration:
 Users can seamlessly upload individual documents or entire folders directly into Alfresco from their Windows File Explorer.
 </li>
</ul>

Desktop integration

I want to upload documents to my ECM directly from windows

I want to integrate my ECMs with windows file explorer

I want to add auditing to my ECM

Auditing in ECM

<ul>
<li>Design your analytics dashboard to perfectly match your business needs. Start with popular pre-designed dashlets or opt for fully customized ones.</li>
<li>Add as many Dashlets as you need, choosing from various chart types, including pie, bar, line, column, area, donut, gauge, and table charts.</li>
<li>Dashlets can pull data from multiple sources such as Alfresco, Assertec, or even external systems. To ensure advanced insights, the dashboard includes a robust data transformation layer, easily enabling complex calculations and data operations.</li>
</ul>

Customizable Dashlets

<ul>
<li>Our dashboard offers powerful drill-down functionality, making it an indispensable and thorough analytical tool.</li>
<li>Dashlets can be configured with clickable segments, allowing users to easily explore deeper layers of data. Clicking a segment opens a new Dashlet, displaying detailed insights for that specific section.</li>
<li>This drill-down capability can extend through multiple levels, all the way to the most granular data, providing a comprehensive view of your information hierarchy. </li>
</ul>

Interactive Details Drill-Down

<ul>
<li>Dashlets feature intuitive time-range sliders, enabling users to quickly adjust the time frame and instantly view the updated data.</li>
<li>This seamless interaction ensures a smooth and efficient analytical experience.</li>
</ul>

Time-range Sliders

<ul>
<li>Dashlets can be configured with run-time parameters, set in real-time.</li>
<li>This flexibility ensures a highly dynamic and personalized data analysis experience.</li>
</ul>

On-the-fly Parameters

Dashlets update automatically in real time, so you&rsquo;re always seeing the most accurate data&mdash;no manual refresh needed.

Real-time Data

Export dashlets as powerful reports with just a click, and turn your Dashlets into fully formatted reports with headers, footers, and dual chart/tabular views&mdash;ready to share, analyze, or present.

Exports

<ul>
 <li>
 Customizable and Configurable Dashlets:
 Users can add an unlimited number of dashlets to the dashboard. We offer a selection of predefined dashlets commonly requested by clients, but additional custom dashlets can be developed to meet specific needs.
 </li>
 <li>
 Powerful Backend Capabilities:
 The dashboard is powered by a flexible and configurable data retrieval engine that can access data from any source, whether through direct connections or REST APIs. It also features a business transformation layer to accommodate complex and custom requirements.
 </li>
 <li>
 Detailed Drill-Down Feature:
 With interactive charts, users can click to drill down and access the underlying data. This feature supports multiple levels of analysis, providing a comprehensive tool for detailed data exploration.
 </li>
 <li>
 Modern and Professional Charts:
 Our dashboard includes a variety of charts, all designed with advanced features and a sleek, professional appearance to enhance user experience.
 </li>
</ul>

Dashboard

Drill-down customizable dashboard

I want to integrate a dashboard with my ECM

Dashboard in ECM

<ul>
<li>Generate case summaries with our AI Agent, pulling information from all your case documents and notes.</li>
<li>Use our AI chat for quick insights, answers, and details enhanced by case data.</li>
<li>Your chat sessions are saved, keeping a handy record of all the valuable information you&rsquo;ve accessed and acquired.</li>
</ul>

<ul>
<li>Our case component seamlessly integrates with Alfresco Process Services (APS) and Activiti as a built-in feature.</li>
<li>Users can view task forms defined in APS or Activiti, complete tasks, and track their progress effortlessly.</li>
<li>The integration supports workflows with single or multiple process models and handles all events, including JavaScript events, defined in process models.</li>
</ul>

Workflow Integration

<ul>
<li>Our advanced infographic workflow timeline provides a powerful, real-time tracking tool for effective case management.</li>
<li>It outlines every case process and task, categorizing them as completed, in progress, or upcoming. Users can click on any stage to access detailed, actionable insights.</li>
<li>For completed tasks, users can instantly view task handlers and timestamps, promoting transparency and efficiency.</li>
<li>Tasks in progress display information like assigned users and due dates, keeping everyone informed.</li>
<li>Future tasks highlight candidate users, enabling proactive planning and preparation.</li>
<li>The user-friendly design brings all essential case details into view, perfectly integrating notifications, histories, timelines, and task statuses.</li>
</ul>

Infographic Case Timeline

<ul>
<li>
The Case Management component provides a complete history of completed activities, allowing users to access task forms and view metadata such as user information and timestamps for detailed insight.
</li>
<li>Tasks and actions that are currently in progress or due are displayed, with assignments for the logged-in user marked in a distinct color for easy identification.</li>
<li>To ensure efficient task handling, users and operators receive notifications when tasks or actions are assigned to them, as well as alerts for key events such as approaching or missed due dates.</li>
<li>With configurable notification triggers, you can tailor updates to meet your specific workflow needs, ensuring you stay informed and in control every step of the way.</li>
</ul>

Tasks and Actions

<ul>
<li>Experience full integration with Alfresco Content Services, offering seamless document management for case users and operators.</li>
<li>Effortlessly upload, organize, and search case documents to ensure quick access and efficient workflows.</li>
</ul>

Case Documents

Maintain full visibility and traceability with a detailed, time-stamped action log that records every action, update, and case decision, ensuring accurate and comprehensive tracking.

Case History Log

When a new case is created, the Case Management component automatically assigns specific users or groups as case participants based on the case type. Additionally, case users and operators can include internal or external users to ensure seamless collaboration.

Case People

<ul>
<li>Stay organized with instant notifications for upcoming tasks and automated reminders for due forms and deadlines.</li>
<li>Boost efficiency and ensure reliable task management every step of the way.</li>
</ul>

Notifications and Alerts

Case users and operators can seamlessly add notes and upload call logs, which can be automatically converted into text format. These logs are fully searchable and can be utilized by AI-powered tools to enhance usability.

Note and Call Logs

The Case Management component integrates seamlessly with your email server, ensuring all case-related emails appear directly in the case section. It also features a built-in calendar that operates as a standalone tool or integrates with your email server for event scheduling.

Email and Calendar

Case users and operators can create a customizable case binder that offers a detailed record of processes, completed tasks with users and timestamps, case documents, notes, and call logs, adapted to meet the client&rsquo;s unique requirements.

Case Binder

Visualize case data with an interactive dashboard and advanced reports&mdash;powered by real-time data.

Analytics Dashboard and Reporting

<ul>
 <li>
 AI tools: AI-generated case summaries and AI-powered QA chains (chats) based on case documents and notes.
 </li>
 <li>
 Infographic Case Timeline:
 Visual representation of completed, current, and upcoming tasks.
 </li>
 <li>
 Workflow Integration: Seamless integration with either Alfresco Process Services or Activiti, along with compatibility for other workflow engines. This includes a modern, user-friendly forms interface. 
 </li>
 <li>
 Content Management: Out-of-the-box integration with Alfresco Content Services, enabling users to search and collaborate on case documents through annotations, redlining, redactions, electronic signatures, watermarks, stamps, and more. Advanced PDF features, such as binder creation, are also available. 
 </li>
 <li>
 Detailed Case History Log: Comprehensive log of all case activities.
 </li>
 <li>
 Reporting and Drill-Down Dashboards: Insights and analytics for better decision-making. Advanced reporting capabilities for in-depth analysis.
 </li>
 <li>
 Notifications and Alerts: Reminders for due tasks and forms. 
 </li>
 <li>
 Note and Call Log Capability: Ability to log notes and call records. 
 </li>
 <li>
 Email Integration: Out-of-the-box integration with Outlook, with the option to connect other email servers. 
 </li>
 <li>
 Built-in Calendar: A calendar feature that can also integrate with Outlook. 
 </li>
</ul>

I want to integrate workflow with my ECM

Workflow

I want to integrate case management with my ECM

<ul>
<li>
Assertec is equipped with a built-in OCR component, giving Users the option to initiate OCR processing for individual documents or enable automatic OCR for all newly uploaded images and scanned documents.
</li>
<li>Clients can also configure how OCR-generated content is managed.</li>
<li>For example, users can set Assertec to automatically create new documents linked to the originals, containing the extracted text.</li>
<li>This ensures seamless organization while delivering actionable, searchable content tailored to specific needs.</li>
</ul>

<ul>
<li>Digitize paper documents effortlessly with our innovative webscan capability. Users can operate and upload documents directly from their connected scanners.</li>
<li>Once uploaded, scanned documents can be set to automatically be processed with OCR, transforming them into searchable, actionable digital content in no time.</li>
</ul>

Webscan

<ul>
 <li>
 Web-Scan Capability:
 Users can scan and upload documents directly through their web browser, eliminating the need for additional software.
 </li>
 <li>
 OCR Capability:
 The OCR functionality supports Unicode and recognizes over 100 languages, accommodating various image formats and output options.
 </li>
</ul>

Innovative ECM & BPM Software Integrated with Built On Alfresco

Solutions

Benefits of Partnering with Assertant

Read more about our products and services

Use our products with Alfresco Enterprise Edition

Or try our bundled package: Alfresco Community Edition + Assertec + Our Support Services.

Innovative ECM & BPM Software
Integrated with Built On Alfresco