Fortra’s Webdocs Care is an expert administered service that ensures your Webdocs environment stays optimized, secure, and aligned with your business needs. This offering goes beyond standard maintenance by providing proactive tuning, governance reviews, advanced support, and guidance for continued success after implementation.
Fortra’s Webdocs Care delivers measurable business impact by ensuring your document management platform consistently supports operational excellence, compliance readiness, and long‑term scalability. This service reduces administrative overhead, minimizes downtime, and strengthens the reliability of critical workflows across the organization.
Customers gain clear, actionable deliverables such as optimization reports, usage and performance analytics, structured training sessions, and strategic recommendations. These outputs translate into faster processes, improved user adoption, and stronger alignment between Webdocs capabilities and evolving business goals.
Webdocs Care Includes
System Optimization
- Regular cleanup of outdated documents, workflows, folders, SQL Server maintenance programs, and legacy configurations that might be left after upgrades
- Configuration reviews to improve document security, metadata completeness, and searchability
- Proactive health checks and upgrade/release recommendations
- Review of Maintenance Programs for SQL Server.
- Review and optimize configuration and SQL Server maintenance programs
- Fortra team will provide 1 upgrade per year
Governance, Security & Retention Readiness
- Role and permission reviews to support least-privilege access and consistent administration
- Retention policy and document-type alignment guidance
- Audit-readiness checklist review (what to validate and how often)
Proactive Monitoring & Support
- Early detection of performance, indexing/search, or integration warning signs
- Priority response and guided resolution from Fortra experts
- Integration touchpoints (ERP/LOB, capture sources, email ingestion, scanner/MFP flows)
Training & Improvement
- Ongoing role-based training sessions (end users, power users, admins)
- Feature update sessions to drive adoption of newly available capabilities
- Feedback collection to uncover new opportunities for improvement
- Exit Point/REST Event Exit Point review and analysis
- Mentoring sessions for Restful API Integrations (adoptions of best practices)
Business Impact & Usage Reviews
- Quarterly or annual reviews to verify the solution is being fully utilized and delivering expected outcomes
- Quarterly report that shows document counts by folder and server statistics (Memory and disk utilization)
- Customized reports showing document counts and server utilization metrics (see Utilization Report at the end of this document)
- Recommendations (quick wins + next automation candidates)
Consultation Cadence
Frequency | Deliverables |
| Monthly | Optimization reviews, proactive monitoring signals, and check-in calls |
| Quarterly | User/admin training, feature updates, governance/security posture review |
| Annually | Usage/value review and strategic roadmap alignment session |
Ready to Get Started with Webdocs Care?
Begin your enhanced Webdocs journey today. Contact us to learn how we can tailor a Webdocs Care plan to fit your goals and budget. Or, if you’re already a Fortra customer, reach out to your representative to add Care to your Webdocs subscription.