GlobalSearch File XChange

Windows File System Integration

File XChange Creates Collaborative and Effective Content Management

Search, view, open, edit and add documents seamlessly in any line-of-business application, using the combined power of GlobalSearch document management and Windows Explorer.

See File XChange in Action

Features & Benefits

Through a standard Save command, File XChange captures documents directly and securely into GlobalSearch, while providing the ability to open them within their native application (such as Microsoft Office or Adobe Acrobat).


Accessibility

There’s no need to open GlobalSearch to save or access content. With File XChange you can access your content from Windows Explorer or directly from your content authoring application.

Compatibility

Use File XChange with any application including Word, Excel, PowerPoint, Adobe and more to save content directly into GlobalSearch, maintaining its native format and ensuring compatibility.

Simplicity

File XChange doesn’t require users to change the way they work. Content is created and saved in the same way as it always has, delivered in its native application for easy editing.

Reliability

File XChange comes included with every GlobalSearch installation at no additional cost. With its direct integration into the Windows File system, there is no need for Microsoft Office Add Ons or custom development.

How it Works

With File XChange, GlobalSearch databases show up as drives in your Windows directory structure. Your documents are completely secure and accurately classified using the assigned GlobalSearch permissions and indexing structure.

  • ECM Save Feature

    Save

    Save a new document using the standard “Save As” feature and selecting a GlobalSearch directory from Windows. GlobalSearch will prompt you to complete the associated index fields for filing the document away so it can be located with ease going forward.

  • GlobalSearch Index

    Index

    Add documents to the GlobalSearch database simply by dragging and dropping a record to the correct folder in Windows. GlobalSearch will prompt you to complete the associated index data for filing the document away.

  • ECM Search Feature

    Search

    Search for records by right clicking on a GlobalSearch directory in Windows where you can select and run searches based on your security permissions.

  • Windows File System Information

    Open

    Open the record in its native application using any locally installed program like Microsoft Word or Excel. File XChange is format agnostic and will open any record regardless of type provided you have the proper permissions.

  • Square 9 Collaboration

    Collaborate

    All of your favorite document collaboration tools are available including MS Word Change Tracking, Markups, and Document Comparisons. Access is available to anyone with the proper permissions as your documents remain secure and available in a single centrally managed repository.

  • Save to GlobalSearch

    Retain

    Save changes easily using your native software applications and they’ll be automatically saved to GlobalSearch. If GlobalSearch revision control is enabled, a new version is created on the fly for automated change tracking.

  • Download the File XChange Brochure
Featured Case Study:

GlobalCapture® Enables Distributor to Produce High Quality Data to Deliver High Quality Goods

With File XChange, Kuna Foodservice's Marketing, Accounting, and Services departments can search, view, edit and save documents from their everyday business applications, making collaboration more effective. In addition, document capture automation is allowing employees to save around 20 hours per week, resulting in a 20% increase in productivity in the Services department and an additional 10% on filing alone.