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.

Business Value

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.

Innovation

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.

Technology

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 <a href="/contact-us">contact our sales</a> for pricing.

Pricing

Assertec is an AI-powered Enterprise Content Management (ECM) and Business Process Management (BPM) software, built on Alfresco. It features the Assertant AI Agent for intelligent document processing, automated workflows, and advanced records management.
Designed for modern enterprises, Assertec delivers powerful capabilities including content analytics, case management, audit trails, reporting, intelligent search, advanced PDF tools, web scanning with OCR, and collaborative tools — all within a sleek, efficient, and user-friendly interface.

<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

<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>

Case Management

Intuitive Navigation and Logical Structure.

Efficient, user-friendly tree view of folders equipped with a quick search bar and criteria-based filters.

360-degree document view of details, metadata, historical data, associations, workflows and actions.

Advanced document editor with collaboration and advanced PDF tools.

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.

Centralized Document Landing Zone

Fast Loading Times.

User-Friendly Forms and Simplified Data Entry.

Customizable, Drill-Down Dashboards.

Advanced Search Options.

Workflow Automation Tools.

Notifications and alerts.

<ul>
 <li>
 Intuitive Navigation and Logical Structure.
 </li>
 <li>
 Efficient, user-friendly tree view of folders equipped with a quick search bar and criteria-based filters.
 </li>
 
 <li>
 360-degree document view of details, metadata, historical data, associations, workflows and actions.
 </li>
 <li>
 Advanced document editor with collaboration and advanced PDF tools.
 </li>
 <li>
 Centralized, simplified document landing zone with manual or seamless autocategorization and routing.
 </li>
 <li>
 Fast Loading Times.
 </li>
 <li>
 User-Friendly Forms and Simplified Data Entry.
 </li>
 
 <li>
 Customizable, Drill-Down Dashboards.
 </li>
 <li>
 Advanced Search Options.
 </li>
 
 <li>
 Workflow Automation Tools.
 </li>
 <li>
 Notifications and alerts.
 </li>
</ul>

Modern and Efficient Interface

<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

<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

<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>

Web-Scan and OCR

<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

<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.

<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

<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

<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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</li>
</ul>

Compliancy Checks

Content Analytics

Merge multiple PDFs into a single file, insert additional pages where needed, or remove unnecessary pages with ease.

Merging, Deletion and Insertion

Create PDF binders by selecting documents directly from a folder or search results. 
Simplify document organization by compiling and presenting key files in a structured format—perfect for seamless sharing or reliable record-keeping.

Binders

format your PDFs with customizable templates. 
Add headers, footers, and other elements to match your needs.
Ensure every document meets your organisation’s formatting standards consistently and clearly.

Templates

PDF Tools

Features

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Assertec integrates with Alfresco Enterprise and Community. Its case management works with Alfresco Process Services or Activiti.