Document Management Software Features
Centralize paper documents & electronic files and access them with one familiar interface from all workstations in your office.
Integrated scanning interface allow seamless capture of paper documents. Speed up complex scanning jobs with multiple scan profiles and batch scanning. This incredibly simple interface will change the way you view file scanning.
Docsvault offers flexible licensing options to suit your organization's needs. Apart from standard internal users Docsvault also offers Read-only and External user licensing. For more information on user licensing Read more...
Extremely flexible user and group based security along with many system level rights. User and Folder based 'Ownership Overrides' allow administrators to retain ownership of documents for specified users or folders. Separate export rights prevent unauthorized export of information out of system.
Route and forward documents and assign work tasks to other users replicating business processes. Setup deadlines and reminders to ensure timely completion of processes and tasks. Subscribe to email notifications of changes and progress.
Tight integration into MS Office Word, Excel and PowerPoint enables easy editing of office documents right from within these applications. Save emails and attachments to Docsvault and attach documents to new emails from within Outlook. Read more...
Simple free search allows search across various criteria including text within document contents. Powerful Advanced Search offers combination of various search criteria for precise results. Search results can be refined and saved for one click execution later.
Full audit trail settings allow logging of every activity happening on a file or folder. Users can see history of events on any file by a simple right click menu. Administrators and managers can query audit logs using various time, user and location criteria. Read more...
Powerful Alerts Notification System allows administrators to set alerts on various server side checks and events. Users can subscribe for immediate or periodic activity notifications on any files or folders activities and changes.
Create PDFs from web pages or any other application and save them directly into Docsvault using the virtual Docsvault PDF printer. Cache newly created PDFs on local machine even when the Docsvault client is not connected or running.
Retain unlimited versions of documents and revert back to any older version or promote an older version to current at any time. Versioning also offers security against unauthorized overwrites by employing the 'New Version' right while still allowing addition of information to a document by users with restricted rights.
Assign groups of custom index fields (text, numeric or date) called 'Document Profiles' to folders and files allowing you to identify and search for folders and files based on index field values.
Quickly access your recently accessed, checked out, imported and created documents as well as your favorite files and folders. 'My Workspace' is your special corner in the system that you can call your own. Read more...
Fill up values for Index fields from data in external databases like your CRM or accounting software. Docsvault can instantly query other databases to bring real time data to fill in document profiles.
The Windows Explorer File Open/Save dialog provides instant access to Docsvault storage directly from any Windows desktop application that uses 'File > Open/Save' dialogs. This means that you can now interact with the Docsvault repository directly from any application. Read more...
Docsvault will grow with your organization's needs. Docsvault is designed upon a very scalable architecture with hundreds of users and hundreds of thousands of documents storage in mind. There is no practical limit on the number of documents that can be stored or the number of users that can work on the same repository.
Get the freedom to work from anywhere using Docsvault’s web client. Access your documents from anywhere in the world using simple web browser while still keeping full control over your documents by hosting them on your own server onsite. Read more...
Run remote Docsvault clients over secure VPN connections with near local speeds. Connect satellite and remote offices and allow them to participate in the document creation and sharing process.
Seamlessly OCR and create searchable PDFs using Docsvault's inbuilt scanner interface. Automatically identify image based PDFs imported into Docsvault that were created using other applications and convert them to searchable PDFs.
Administrators can enable the 'Quick Email' feature allowing users to email documents directly from within Docsvault for super-fast emailing.
Folder Templates allow creation of predefined folder and file structures in one click with predefined security, profile and audit trail settings. Administrators can even make changes to these folder templates and push the changes to all existing folder structures created using those folder template. Read more...
Users can set many-to-many relations between documents. Document Relations allow grouping and easy access of documents filed in different locations throughout the repository.
File Templates are a great way to save time while creating new documents from drafts of frequently used documents. File Templates can also contain multiple files that users can choose from while creating new documents. Read more...
Set full and incremental backup schedules for complete peace of mind. Included restore tools ensures minimum downtime in case of a disaster.
Create retention policies for different types of documents and dispose them in accordance with local laws and industry standards. Manage the entire life cycle of physical records and digital documents - from its safe storage, classification, circulation to its final authorized disposition.
Concurrent Access with Overwrite Protection, Customized Flags, Notes, Tasks with reminders, document links, Folder sections with colored tabs, 30+ Visual Themes, Collect Folders, File list printing, Customizable Columns with index fields, Customizable Folder Icons, internal Recycle Bin and much more.
Slice, dice and assemble PDFs. Annotate them with highlights, notes and custom stamps. Edit text and images in any text based PDF. Quickly preview PDFs without opening up a full PDF application.
* If SQL server is installed by Docsvault installer
† Available in Enterprise Edition