Welcome to the NZRT Wiki Podcast. Today we’re looking at Electronic Document Management (EDM).

If you’ve ever wondered how NZRT keeps its documents organised, its emails flowing, and its various platforms talking to each other, EDM is the answer. It sits at the heart of the system as a centralised hub for document storage, email communications, data exchange, and integrations with external services. Think of it as the connective tissue that holds a lot of the day-to-day operational work together.

Let’s walk through what EDM actually covers, starting with its four core sub-modules.

The first is Bookmarks. Just like you’d bookmark a webpage in your browser, this module lets you save and organise references to documents or resources inside the system. It’s a handy way to keep quick access to things you return to often, without having to hunt through folders every time.

The second sub-module is Mass Emailing. This is exactly what it sounds like — the ability to send communications out to large groups of contacts in one go. If you’re managing a campaign, sending out a newsletter, or pushing an update to a list of clients, Mass Emailing is the tool you’d reach for. It’s built directly into EDM so your documents and your outbound communications live in the same ecosystem.

Third is the Email Collector. Where Mass Emailing handles what goes out, the Email Collector handles what comes in. It monitors inboxes and pulls incoming emails into the system so they can be logged, actioned, and tied to the right records. This is particularly important when you look at how EDM connects to the Ticket System — and we’ll come back to that in a moment.

The fourth sub-module is Data Export and Import. This is your bridge between EDM and the outside world in terms of raw data. If you need to bring a bulk set of records into the system, or push data out to another tool or report, this module handles that movement. It supports structured data flows so you’re not copying and pasting things manually.

Now, beyond those four sub-modules, EDM also has a set of broader capabilities worth knowing about.

There’s LDAP integration, which relates to directory services. If your organisation uses a centralised user directory, LDAP allows EDM to connect to it, meaning user accounts and authentication can be managed from one place rather than duplicated across systems.

EDM also supports RSS feed integration. This means you can pull in content feeds from external sources directly into the system, which is useful if you want to monitor news, updates, or any regularly-published external content as part of your workflow.

Social platform linking is another capability. This allows EDM to connect with social media platforms, giving you a way to bridge your document and communication management with your external social presence.

Payment platform integration is also on the list. This one’s particularly relevant if your workflows involve financial transactions or need to reference payment activity. Having that connection inside EDM means you can keep financial context alongside your documents and communications rather than jumping between completely separate systems.

Finally, there’s ClickToDial. This is a feature that lets you initiate a phone call directly from within the system by clicking on a contact’s number. It’s a small quality-of-life feature but a meaningful one if you’re making a lot of outbound calls as part of your work — no manual dialling, no switching apps.

One of the most practically important things to understand about EDM is how it connects to the rest of the platform. Two relationships are called out specifically in the documentation. The first is Integrations — EDM doesn’t operate in isolation. It’s designed to hook into other modules and external services, which is reflected in all those capabilities we just covered. The second is the Ticket System, specifically the email-to-ticket function. When an email comes into the Email Collector, it doesn’t just sit there — it can be automatically converted into a support ticket. This is a powerful workflow for teams managing client requests or support queues, because it means an incoming email becomes an actionable item in your ticketing system without anyone having to manually create that record.

So to bring it all together — EDM gives you centralised document storage, organised bookmarking, outbound mass email, inbound email collection, and structured data movement, all wrapped up with integrations to directories, social platforms, payment systems, phone dialling, and RSS feeds. It’s designed to be the layer of the system that connects communication and documents to action.

That’s it for this episode of the NZRT Wiki Podcast. Thanks for listening.