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Assertec — AI-Powered Enterprise Content Management Software for Document Compliance & Automation
Assertec – AI-Driven Enterprise Content & Process Management Platform
Assertec is the only unified, fully featured AI-powered Enterprise Content Management (ECM) and Business Process Management (BPM) platform on the market. Built on Alfresco as its content repository and Activiti as its workflow engine, Assertec delivers a single, cohesive platform where content, process, and AI operate natively together.
At its core is the Assertant AI Agent, providing system- and context-aware intelligence across the platform — including conversational interaction with enterprise content, intelligent document processing, automated workflow routing, and advanced AI-driven capabilities such as fraud detection and regulatory compliance.
Assertec includes a built-in, fully featured case management (BPM) component. It’s integrated with Activiti as the workflow engine, either through Alfresco Process Services or directly. It will, thus, work with your existing workflow processes as well as new ones.
Assertec also includes a built-in, fully customizable and configurable dashboard. It delivers advanced features such as details drill-down feature, time-sliders and runtime parameters.
Designed for modern enterprises, Assertec delivers comprehensive, enterprise-grade ECM and BPM functionality through a sleek, efficient, and user-friendly interface, enabling organizations to automate complex operations, improve governance, and extract real business value from their content and processes.
Assertec works on both Alfresco Enterprise and Community editions, and with either Alfresco Process Services or Activiti. It is also supported on all major database engines.
Assertec is backed by our services team, which delivers the full lifecycle of customization, deployment, training, and ongoing support.
For clients switching who do not have Alfresco, we offer a migration engine, Assertgin, which is capable of migrating content, data, and workflow processes to Alfresco and Activiti.
Assertec integrates with Alfresco Enterprise and Community. Its case management works with Alfresco Process Services or Activiti.
Assertec Overview – Unified ECM, BPM, and AI Agent for Intelligent Document Processing
AI Agent — Intelligent Document Processing & Workflow Automation
Assertec’s AI Agent brings Intelligent Document Processing (IDP) to your Enterprise Content Management software, automating classification, metadata extraction, and validation.
It advises on next-best actions in BPM workflows and powers a content-augmented chat for instant answers from your repositories—cutting manual effort and accelerating compliant approvals.
Case Management — AI Integrated, Comprehensive BPM
Deliver faster, audit-ready outcomes with an AI-powered case management system built on Alfresco Process Services and Activiti.
Assertec CM unifies workflows, people, tasks, actions, documents, SLAs, collaboration, and auditing in one workspace so that teams can orchestrate end-to-end, compliance-driven processes at scale.
Document 360 View — Everything About a Document in One Place
Give users a single, authoritative view of each document—preview, versions, audits, collaborative tools, AI integration permissions, related tasks, and metadata—inside the ECM platform.
This 360° document view reduces hunting across systems and improves governance with complete visibility and control.
Collaborative Content Management — Annotations, Redlining, Redactions, Stamps & E-Signature
Accelerate document reviews with enterprise-grade collaboration: comments, highlights, redlining, legal redactions, stamps/watermarks, and built-in e-signature.
Every action is tracked, reinforcing information governance and compliance within your ECM/BPM workflows.
OCR & Web-Scan — Fast, Secure Capture into ECM
Ingest paper and image files directly into Assertec with built-in web scanning and OCR—no third-party apps required.
Text is recognized and indexed for search, enabling immediate routing to workflows and accurate metadata tagging for IDP.
Filtered Tree-View & Advanced Search — Retrieve Documents It Instantly
Combine a focused folder view with a faceted, metadata-driven search to retrieve the right content in seconds.
Assertec’s intelligent search boosts knowledge worker productivity and improves content discovery across large, distributed repositories.
Content Hub — Centralized Landing Zone with Auto-Classification
Use Assertec as your content hub to capture, classify, and distribute documents from email, scanners, line-of-business apps, and APIs.
AI-powered auto-tagging and routing enforce taxonomy and accelerate downstream BPM automation.
Dashboards — Real-Time Content & Data Analytics
Customizable dashboards provide real-time, drill-down analytics, timeline sliders, and run-time parameters for both ECM usage and workflow performance.
Leaders get instant visibility into their data, bottlenecks, workload, and compliance posture to drive continuous improvement.
Audit-Ready Analytics & Scheduled Compliance Reporting
Maintain complete audit trails and generate configurable reports with a built-in builder, scheduler, and exporter.
Assertec simplifies regulatory reporting and internal audits by surfacing actions, access history, retention status, and exception trends.
Desktop Integration — Windows Explorer, Drag-and-Drop
Boost user adoption with native desktop integration for Windows Explorer: drag-and-drop upload, check-in/check-out, and seamless metadata prompts.
Files land in the right place with the right controls—directly into your enterprise content management system.
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Assertec Features – End-to-End AI ECM & BPM with Intelligent Automation
AI Agent
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AI generated document summaries and classifications.
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Content-based, AI question/answer chains (chat).
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AI generated image descriptions.
External Portal
- Enterprise ECM External Portal for Governed Document Reviews and Intakes
- Folder-Scoped External Portal (ECM portal, client review portal)
- Zero External Alfresco Accounts (secure external collaboration, least-privilege access)
- Two-Factor Authentication (2FA) for External Access (governance, compliance)
- Unified Review and Redlining (annotations, comments, approvals)
- Structured External Uploads (secure document intake, governed submissions)
- Two-Way Persistence in Source Folder (traceability, audit-ready)
- Controlled External Issuance and Review (hand-offs, vendor/client packages)
- Assertec Platform Integration (Content Hub, OCR, classification, workflow, AI-Agent, and IDP)
Case Management
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AI tools: AI-generated case summaries and AI-powered QA chains (chats) based on case documents and notes.
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Infographic Case Timeline:
Visual representation of completed, current, and upcoming tasks.
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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.
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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.
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Detailed Case History Log: Comprehensive log of all case activities.
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Reporting and Drill-Down Dashboards: Insights and analytics for better decision-making. Advanced reporting capabilities for in-depth analysis.
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Notifications and Alerts: Reminders for due tasks and forms.
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Note and Call Log Capability: Ability to log notes and call records.
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Email Integration: Out-of-the-box integration with Outlook, with the option to connect other email servers.
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Built-in Calendar: A calendar feature that can also integrate with Outlook.
Modern and Efficient Interface
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Intuitive Navigation and Logical Structure.
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Efficient, user-friendly tree view of folders equipped with a quick search bar and criteria-based filters.
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360-degree document view of details, metadata, historical data, associations, workflows and actions.
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Advanced document editor with collaboration and advanced PDF tools.
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Centralized, simplified document landing zone with manual or seamless autocategorization and routing.
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Fast Loading Times.
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User-Friendly Forms and Simplified Data Entry.
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Customizable, Drill-Down Dashboards.
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Advanced Search Options.
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Workflow Automation Tools.
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Notifications and alerts.
Collaboration
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Annotation, redlining, watermarking and redaction.
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Electronic Signature.
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Splitting and merging documents, creating binders.
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Template-based formatting.
Dashboard
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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.
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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.
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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.
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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.
Web-Scan and OCR
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Web-Scan Capability:
Users can scan and upload documents directly through their web browser, eliminating the need for additional software.
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OCR Capability:
The OCR functionality supports Unicode and recognizes over 100 languages, accommodating various image formats and output options.
Desktop integration
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Windows Integration:
Users can seamlessly upload individual documents or entire folders directly into Alfresco from their Windows File Explorer.
Centralized Document Landing Zone with Auto Categorization and Routing.
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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.
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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.
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Automatic Document Routing:
Once categorized, the uploaded document will be automatically routed to its destination.
Advanced Search Forms
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Structured Search:
Assertec automatically creates a search form for each custom type, incorporating the relevant metadata properties for that type.
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Configurable Rankings:
Assertec allows clients to adjust search rankings based on their specific requirements.
Reporting and Auditing
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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.
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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.
Content Analytics
PDF Tools
Business Value of Assertec – Productivity, Compliance & Cost Efficiency with AI ECM/BPM
Assertec transforms Alfresco Content Services into a comprehensive business suite that is vital to your daily operations, maximizing your ROI in the following ways:
1) Assertec offers a variety of features that enhance productivity and improve efficiency, including AI integration, document collaboration tools and drill-down dashboards.
2) Assertec has many components that you would, otherwise, need to purchase from multiple vendors, including case management, advanced PDF tools and reports builder.
Innovation at Assertec – Redefining ECM & BPM with AI Intelligence
Assertec brings AI capabilities to Alfresco! With AI, Assertec users can generate document summaries, tags, classifications, and image descriptions, as well as engage in QA chains (chats) based on document content. AI is also integrated into our Case Management component, allowing users to create case summaries and QA chains based on case data.
Assertec offers advanced document collaboration tools, including annotation, redlining, redaction, electronic signatures, watermarking, and addvanced PDF tools.
The Assertec dashboard is fully configurable and features drill-down functionality, allowing users to click on a chart segment to view the underlying data. This drill-down capability is customizable and can accommodate as many data levels as needed by the client.
Assertec features a unique Scan-to-Web capability, enabling users to upload scanned documents directly from their browser without the need for a desktop application. This functionality is also integrated with our OCR feature, and can be further enhanced by our content analysis and extraction capabilities.
Assertec features a dynamic, real-time, and actionable tree view of folders and sites in Alfresco, enhanced with user-defined filters, including search terms such as metadata properties. Users can customize the tree view to reflect a hierarchy that matches their filters, streamlining the process of finding and managing their documents.
Assertec provides tools to help organize work and boost productivity, including a centralized upload landing zone that enables users to categorize documents instantly or auto-categorize them for seamless movement to their final destination. Additionally, an advanced search function based on document types and properties allows users to locate documents more efficiently.
Assertec Technology – Java Microservices, Spring AI, Alfresco, Activiti & Kubernetes
Assertec is a web-based software developed with a microservices architecture, utilizing Java for the backend and React for the frontend. It supports all major databases, including Oracle, PostgreSQL, MySQL, and MS SQL, and can be installed on both Linux and Windows systems.
Assertec is available as a Docker image as well as through traditional distribution installations.
It is compatible with all recent versions of Alfresco Content Services, including both Enterprise and Community Editions, and remains fully compliant with the latest releases.
Assertec Pricing – Transparent, One-Time Licensing Model for Small, Medium & Large Enterprises
Assertec operates on a one-time licensing model, accompanied by an annual support and services agreement. The license fee is determined by the client's size (large, medium, or small). Any requested customizations will be billed on a time and materials (T&M) basis.
Please contact our sales for pricing.
Get started with Assertec
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