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Description
A Document Management System (DMS) is a software application designed to centralize, organize, and securely share documents. As procedures and regulations become more intricate, the volume of information requiring management also grows. To enhance the handling of corporate data, document management systems serve as an effective solution by tracking different versions of documents and managing the associated workflows. For optimal efficiency, it is crucial to arrange information into organized files or folders, facilitating quick retrieval when needed. To further boost productivity, information should be seamlessly integrated into workflows, ensuring it is readily accessible at the right time and place. Additionally, fully transitioning to digital document management necessitates electronic storage, which not only protects important documents but also preserves their legal significance in a digital format. This comprehensive approach to document management ultimately aids organizations in navigating the challenges of information overload.
Description
Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat Sign
Docusign
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell
Welp CRM
Integrations
Adobe Acrobat Sign
Docusign
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell
Welp CRM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Able Tech
Founded
2002
Country
Italy
Website
www.arxivar.eu
Vendor Details
Company Name
Xpertdoc Technologies Inc.
Founded
2000
Country
Canada, with subsidiaries in the United States and Belgium
Website
www.xpertdoc.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
