Unlimited Everything with ETCETERA®

Removing the Barriers That Hold Organizations Back

Traditional enterprise software licensing is designed around limits. Per-user fees, per-module charges, storage caps, and transactional thresholds all create friction. They slow down adoption, restrict innovation, and force organizations to constantly justify whether expanding access or automating more is “worth the cost.” These artificial barriers don’t just drain budgets – they delay progress.

ETCETERA® turns that model upside down. With Concurrent User Licensing and Subscriptions for core ECM (Enterprise Content Management) and EPM (Enterprise Process Management), your organization doesn’t have to pick and choose where to apply the platform or who gets to use it. Instead, you gain unlimited scope: unlimited users, unlimited documents, unlimited applications, unlimited workflows, and more. This means your teams can focus on solving problems and building solutions – not worrying about license counts, system quotas, or ballooning subscription costs.

The result? A platform that expands with your imagination and ever-growing operational needs. With ETCETERA®, there are no limits on growth, no hidden costs, and no barriers to enterprise-wide digital transformation.

Unlimited Named Users

Connect Your Entire Organization Without Licensing Barriers

Most enterprise software platforms charge for every individual user account. This model forces organizations to ration access – limiting users to only those deemed essential. It restricts collaboration, delays deployment, and increases administrative overhead, especially when personnel shift or new use requirements emerge.

With ETCETERA®, that paradigm is eliminated. Your organization can create as many named user accounts as needed, across every department, subsidiary, location, or partner organization – without incurring additional licensing costs.

Every stakeholder can have a personalized, secure login. Internal staff, field teams, vendors, contractors, auditors, and even customers can be provisioned with credentials and role-based access tied to specific applications, documents, or datasets. There’s no need to “swap seats” or reuse accounts. Everyone gets the access they need, when they need it, with granular control and full audit trails.

Whether you need 10 users or 10,000, ETCETERA®’s Concurrent User Licensing model ensures you’re only paying for availability – not for identity. This gives IT teams the freedom to support every user securely and transparently, while giving business units the flexibility to expand system use without jumping through budgetary hoops.

Unlimited Applications

Purpose-Configured Solutions, Powered by ETCETERA® ECM and EPM

With most enterprise platforms, each new application brings added cost, delays, or licensing negotiations. ETCETERA® eliminates those hurdles within its core ECM and EPM environments – empowering organizations to design, configure and deploy unlimited applications without additional fees or restrictions.

Whether you’re supporting accounting, HR, operations, compliance, or any other department, ETCETERA®‘s ECM and EPM tools allow you to create an ecosystem of solutions tailored to your business processes. Each application is purpose-configurable, meaning it’s designed around your specific operational requirements.

These applications are not pre-packaged modules – they are custom configured – built to your exact needs using the same powerful environment that drives document management and process automation across your enterprise.

Unlimited Workflows

In many systems, workflow capabilities are boxed into pre-defined routes or limited by per-workflow pricing. With ETCETERA® ECM and EPM, workflows are a core capability -unlimited in scope, scale, and quantity, and available wherever your business needs them.

Whether you need simple ad hoc routing or structured, rules-based automation, ETCETERA® supports it all. Users can initiate document or data workflows on demand, or workflows can be embedded into application logic using EPM’s configurable process rules, queues, and triggers.

Key highlights:

  • Ad Hoc Workflows: Empower users to manually route documents and tasks based on real-time needs, exceptions, or escalations – ideal for approvals, reviews, and collaboration and keeping things simple.
  • Rules-Based Workflows: Automate multi-step processes with conditional logic, queue assignments, and escalation paths tailored to your business requirements.
  • Cross-Department Integration: Provide for seamless interdepartmental flow.
  • User-Driven Design: Create workflows that reflect your organization’s unique procedures, not someone else’s templates or limitations.
  • No Artificial Limits: Configure hundreds of workflows across departments and subsidiaries without additional licensing fees or barriers.

With ETCETERA®, you gain flexible and powerful workflow automation that grows with your needs – not your budget. It’s about process control, real-time action, and scalable impact, embedded directly into your ECM and EPM core.

Unlimited Work Queues

Task Routing and Process Visibility for Every Role, Team, or Use Case

In complex organizations, work doesn’t move in straight lines and neither should your technology. With ETCETERA® ECM and EPM, you can define as many Work Queues as you need to match the reality of how your teams operate.

Work Queues are purpose-configurable processing lanes for documents, tasks, and data. They provide clarity, accountability, and throughput management across departments and processes. Whether used for approvals, reviews, validation steps, exception handling, or escalations, queues are foundational to keeping things moving.

Key benefits:

  • No Queue Limits: Create unlimited queues to model every stage of your business processes – by user, process, department, role, document type, priority level, or processing rule.
  • Tailored User Access: Assign users or groups to specific queues, ensuring that only the right people handle the right work at the right time.
  • Role-Based Views: Enable team members to see only their assigned tasks, reducing clutter and streamlining focus.
  • Status Monitoring: Gain full visibility into where work resides at any moment, with timestamps, audit trails, and queue-specific reporting.

From accounting to HR, compliance to customer service, project tasks and more, Work Queues enable visibility and control at every operational level. And because they’re included in your core ECM and EPM licensing, you’ll never pay extra for getting your work done right.

Unlimited Indexing

Powerful Metadata Indexed Tagging for Fast, Flexible, and Accurate Document Access

Efficient information management starts with powerful indexing and ETCETERA® gives you the ability to define and apply unlimited index fields to any class of documents or objects stored in ECM.

With unlimited indexing, organizations can fully reflect the context of their operations – whether that means tagging documents by project, customer, department, case number, or any other relevant data points. You’re never boxed in by a rigid template or capped at a fixed number of fields. Instead, you configure index structures that match the nuances of your business and support dynamic retrieval across any workflow or user role.

Key benefits:

  • Define as Many Fields as You Need: Create rich, multi-dimensional metadata schemas with zero limitations tailored to each document class or application.
  • Flexible Data Types: Use text, numeric, date, boolean, dropdowns, and lookups – each optimized for accurate data capture, data enrichment and searchability.
  • Dynamic Form Integration: Index fields appear on document upload, search, and display screens.
  • Support for Business Rules: Use index values to control routing, access permissions, AutoRUN processes, notifications, and more.
  • Advanced Search & Filtering: Retrieve documents instantly using any combination of index values – accelerating customer support responses, compliance, audit response, and internal queries.

With ETCETERA®, your documents are never just stored – they’re contextually organized and instantly retrievable based on real-world data. Index freely, search faster, and take control of your document ecosystem.

Unlimited Documents & Retrievals

Scale Without Limits – Access Without Delay

With ETCETERA®, there are no artificial caps on the number of documents you can store or retrieve. Whether you’re managing millions of invoices or lab requisitions, thousands of birth certificates or decades of HR records or client records, complex project files, or regulatory documents, ETCETERA®’s architecture is built to handle it – securely, reliably, and at enterprise scale.

Your organization can confidently centralize all document-based information in ECM, knowing that storage and access won’t become a cost or licensing barrier. Need to retrieve thousands of documents for an audit, legal review, or mass mailing? ETCETERA® handles it all with precision indexing and instant access – without additional fees or slowdowns.

Highlights:

  • No Per-Document Fees or Storage Limits: Add new documents freely as your organization grows – without worrying about hidden costs.
  • Blazing-Fast Retrievals: Optimized for search speed and accuracy, even in multi-million document repositories.
  • Structured & Unstructured Support: Store forms, images, PDFs, emails, CAD drawings, and over 100 file types – any volume.
  • Search: Locate documents using index fields and filter results for quick access to stored records.
  • Powerful Search Operators – Utilize flexible criteria like equals, contains, between, greater than, and more for precise, high-speed document retrieval.
  • Audit-Ready Access Controls: Role-based permissions ensure users only access what they’re authorized to view.

Whether retrieving a single record or launching a bulk extract, ETCETERA® gives your team frictionless access to the right information—at the right time.

Unlimited Reports

From audit trails to ad hoc insights, ETCETERA® puts reporting power in your hands – no coding required.  Ad hoc report generation is immediate and intuitive.

From preconfigured reports like audit trails and activity logs to fully ad hoc reports created on the fly, ETCETERA® gives users complete visibility into their data. Search interfaces are purpose-configurable, allowing teams to define, filter, and sort exactly the information they need. With a single click, those search results can be exported to Excel for further analysis, charting, or integration with other datasets – making reporting as simple as a search.

  • Access unlimited pre-built reports
  • Build ad hoc reports dynamically through ECM search interfaces – no coding and no training required
  • Export results instantly to Excel for deeper analysis or sharing
  • Trigger scheduled reporting using AutoRUN and deliver via email, portal, or secure transfer
  • Archive reports in ECM for compliance, traceability, and audits

Unlimited Uses

Deploy ETCETERA® wherever you work – across departments, functions, and locations – with no per-use restrictions.

ETCETERA® isn’t just a tool – it’s a platform built for purpose-configurable innovation across your enterprise. ETCETERA® adapts to your processes, integrates with your systems, and scales with your growth.

With no per-use restrictions and no departmental boundaries, organizations gain the freedom to digitize, automate, and optimize as many business processes as needed – whether for internal operations, external stakeholders, or hybrid workflows. Launch use case after use case without hitting artificial limits, license constraints, or budgeting bottlenecks.

  • Apply ETCETERA® across all departments, business units, or locations
  • Build and scale use cases without additional fees or license tiers
  • Automate internal and external workflows including customers, vendors, or constituents
  • Expand functionality through ECM, EPM, and add-on modules at your pace
  • Support rapid innovation and digital transformation without waiting on capital cycles
  • Empower business and IT users to drive change with purpose-configurable tools

The possibilities are limitless because ETCETERA® ECM and EPM adapt with your imagination and to every purpose.

Beyond the Core: Optional Modules that Extend the Platform

ETCETERA® ECM and EPM deliver extraordinary value with unlimited users, applications, documents, workflows, and more – all under a concurrent user license or subscription. But the platform doesn’t stop there.

To meet more advanced or specialized operational requirements, a suite of add-on modules is available. These are licensed separately and seamlessly integrate with ECM and EPM to extend the platform’s capabilities across new boundaries.

Additional Modules & Licensable Components:

  • Scanner Interfaces
    For high-speed scanning operations connected directly to ECM. Interfaces are licensed based on scanner rated speeds.
  • Barcode Recognition
    Enables automated document separation and indexing using embedded barcodes – ideal for both batch scanning and streamlined capture.
  • AI for Intelligent Document Processing
    A powerful document AI engine for extracting structured and unstructured data from vendor invoices, forms, contracts, and more — with optional database lookups for validation and enrichment.
  • AutoRUN & AutoRUN Job Scheduling
    Robotic Process Automation (RPA) engine for automating system tasks and data flows. Includes event- and schedule-based triggers, workflow initiation, and integration with virtually any source or destination.
  • EDI / Post to Host Configuration Utility
    Provides data profile configurations for the extraction, transformation, and delivery of data in standard EDI formats or customer/vendor-specific layouts. Integrates with ECM for data sourcing and AutoRUN for automated execution.
  • Automated Document Assembly & Delivery (ADAD)
    Advanced document selection, collation and distribution module that enables personalized multi-document packages to be built, formatted, and automatically sent via email, print, FTP/SFTP, or portal access –  all driven by rules and data from ECM.
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