Docsvault

Features

• Version Control System
• Simple Workflow With Email Notifications
• Custom Document Profiling (Index Fields)
• Concurrent Access with Overwrite Protection (Checkin/Checkout Feature)
• Document Notes (With User and Time Log)
• Schedule Document Tasks and Reminders
• Customizable Document Statuses like Draft, Revision, Published, etc. with associated flags, security and ownership settings
• Set Relations Between Documents
• Document Links – Virtually Place a Document in Multiple Locations
• Folder Sections With Colored Tabs
• Folder Templates (Predefined Folder Structures)
• File Templates (Predefined set of draft documents for later one-click creation of repetitive documents)
• Microsoft Office Word, Excel and PowerPoint Integration
• Outlook Integration (Save Emails/Attachments. Attach Documents to Emails)
• Save files directly from any application using Windows Explorer Integration
• Customizable document IDs to reference files in the repository with your own ID format
• Create your own custom index fields and profile documents with relevant metadata for different types of documents in your repository
• Index fields can be free text input, predefined static lists, dates, numbers, auto incremental, etc.
• Allow choice of profiles or enforce consistency by mandating the use of specified profile under certain locations
• Apply predefined/custom validation rules for checking entered values (ex: zip code, phone#, IDs, currency, percentage, integer, etc.)
• Automatically name documents, add description and notes based on index values during import
• Auto-populate dynamic index values such as current user, date, day, time, etc.
• Set indexes to inherit values automatically from their parent folder
• Fine-Grained Access Control (Users and Groups)
• System-Level Rights For Different System Activities
• Prevent users from exporting Documents out of the system
• User-Based and Folder Based Ownership Overrides
• Active Directory Integration for user authentication
• Disable user logins after n number of failed login attempts for security
• Importing Static Index values from predefined CSV or XML file lists
• Built-in Advanced Scanning Tools
• Document Assembly Before Imports (split, merge, rescan, drag and drop pages, etc.)
• Multiple Scan Profiles To Accomplish Different Scan Jobs
• Scan from any TWAIN-compliant scanner or any folder
• Rubber Band OCR for quick profiling
• Automatic Document Separation (Barcode, Blank Page, etc.)
• Watch Folders or Hot Folders for auto imports from a specified location
• Save documents as PDF Files from any application
• Comprehensive Search (Simple and Advanced)
• Full-text Indexing For Searching Within File Contents
• Saved Searches (Public and Private)
• Refine Searches To Narrow Down Search Result
• Export Search result in different file formats
• Integrated PDF Manipulation (PDF Editor)
• Correct PDFs with features like redact, erase, edge cleanup, straighten crooked pages, adjust clarity and much more ( PDF Correction Tools)
• Assemble PDFs (Append, Reorder, Split, Crop, Extract, etc.)
• Merge multiple PDFs to create a new file
• Annotate PDFs (Highlight, Notes, Draw, Type, etc.)
• Edit PDFs (Change, Move or Delete Text and Images)
• Add watermarks, bates numbering, barcode, and e-signature. Import and export comments and retrieve Adobe Acrobat Forms data
• Scan and append new pages to any PDF
• Convert text and image-based files (Word, Excel, and Images) to PDFs
• Folder and File Activity Monitoring
• Set instant or periodic Email Alerts for document events for yourself or your team
• The query for all activities by any user or under a specified location
• Export reports in different file formats
• Route document and assign a task to other users
• Allot or forward task to an individual or a group
• Notifications and schedule reminders via email and/or popup alerts
• Review the entire tasks workflow (history of the task)
• Add task-related notes
• Assign Personal task and reminders
• Export Task lists in various file formats
• OCR Add-on (Optional)
• Open Multiple Locations in Different Tabs
• Details View With Sorting and Filters
• Customizable Columns (Display Document Index Values)
• Thumbnail View With Variable Thumbnail Sizes
• Per Folder / Per User View Settings
• Drag and Drop / Copy and Paste Simplicity
• Customizable Folder Icons (Choose From a List of Import Your Own)
• Windows Explorer Like Simple Interface
• Previous and Next buttons to navigate through recent locations
• Memory for recently used search terms, folders, files, etc.
• Email any document version instantly with Docsvault Quick Email
• Export file lists in xml, csv, xls, xlsx and pdf format
• Search option in Navigation Dialog to quickly locate folders
• My Workspace area to quickly access user-specific documents (such as checked out docs, favorite folders & files, recently docs accessed/created, etc.)
• Task Calendar to keep track of active and overdue workflow, personal and assigned tasks
• Automated Full and Incremental Backups (if SQL server is installed by Docsvault)
• Broadcasting and Server-side event Alerts
• Server-side Management Tools
• Service Availability Monitoring
• Database: Microsoft SQL Server 2008 or above with full-text indexing and file stream support. (The free SQL 2014 edition is included by default)
• Type of User Licensing: Named, Read-Only, Concurrent
• Minimum number of users: 5
• Maximum number of users: Unlimited

Features

• Create and Edit Word, Excel and PDF document within Docsvault
• Preview contents of all common file formats (Word, Excel, Emails, Tiff, PDF, Images and Drawings) without their native applications
• Includes features of Small Business plan, plus
• Email Templates
• Address book
• Identify and retrieve files using Unique System IDs assigned automatically
• Share documents with other users adding automated expiry date and simplified access rights
• Online Document Management/Web Access
• Mobile Apps
• Set auto relation between documents based on same index values
• Auto document filing based on entered index values
• Records Retention
• Reports and Charts (view and exports in different file formats)
• Maintain parallel repository in simple windows folders
• Link Document Profiles to External Databases
• Export entire Docsvault repository with metadata
• Export Document Profile values as CSV, Xls, XML, etc
• Profile-based Auto Filing of scanned documents
• Smart Search: Access Docsvault files/folders from any 3rd party application using simple ‘hotkey’ creating virtual integration
• Advanced Audit Trial (logs all activities along with from-to information on events)
• Access the entire Task Manager using a web browser
• Automated Electronic Workflow
• Advanced Capture Add-On (Optional)
• Advanced Profiles Add-On (Optional)
• Barcode Reader Add-on (Optional)
• Advanced Import Add-On (Optional)
• API Add-On (Optional)
• Email Automation Add-On (Optional)
• Digital Signature Add-On (Optional)
• Web eForms Add-on (Optional)
• Analytics Tools Add-on (Optional)
• Centralized Management of User Settings
• IIS Server: 7.x or higher with asp.net support
• Type of User Licensing: External

Features

• Includes features of Enterprise plan, plus
• OCR Add-on
• Advanced Capture Add-On
• Advanced Profiles Add-On
• Barcode Reader Add-on
• API Add-On
• Email Automation Add-On
• Digital Signature Add-On
• Web eForms Add-on
• Analytics Tools Add-on