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Frequently Asked Questions


How is FileNexus similar to workflow applications?

A. In so many ways, that most users who implement FileNexus do not subsequently install workflow applications.

  1. 1. FileNexus allows notes and markups to be added to records, the key difference being that they can always be “stripped” away to reveal the original document.


  2. 2. It allows records to be forwarded from one user to another.


  3. 3. It provides for multiple options for record forwarding depending upon task and need.


  4. 4. In addition, it stores archived files in their native file format, ready to use and amend as needed, and tracks and archives each version as it proceeds from one user to another.


For example, let’s say an organization uses a Microsoft Excel spreadsheet to create forecasts, and normally four individuals will want to review and amend the document in sequence. Person A creates the original document in Excel and then saves it to Person B’s relevant FileNexus inbox. Person B sees the file and retrieves a copy directly into their Excel application on their PC. From there, they can change it however they wish. When they’re done, they archive it to Person C’s relevant FileNexus inbox and so on.

Quite simply, FileNexus archives and protects each version of the Excel spreadsheet that is saved and forwarded through it. Person A’s original document is protected, as is Person B’s amended version developed from the copy they retrieved from their FileNexus inbox.

FileNexus uses extremely little space to store the protected document versions (see: data storage). It allows for subsequent version “backtracking” and enables a manager, who can view document progress through log files, to ensure that progress from one individual to the next is timely.