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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

DataStore is an enterprise content management (ECM) system specifically designed for the Financial Services industry, offering a powerful and robust solution. This system ensures total control over the processes of capturing, indexing, archiving, retrieving, accessing, delivering, and retaining vital business information through a secure central repository. Organizations can rely on a unified source of truth for all their content, enhancing data security while also facilitating effective disaster recovery and continuity planning. Moreover, DataStore addresses information management challenges by enabling not only the storage and preservation of data but also its compliant removal in accordance with legal and regulatory standards. By implementing DataStore, financial institutions can optimize their information workflows and enhance operational efficiency.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Docusign No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
OneSpan Sign No 
Sugar Sell No 

Integrations

Adobe Acrobat Sign Yes 
Docusign Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
OneSpan Sign Yes 
Sugar Sell Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Mitratech

Founded

1987

Country

United States

Website

mitratech.com/products/datastore/

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

Data Management

Customer Data Yes 
Data Analysis Yes 
Data Capture Yes 
Data Integration Yes 
Data Migration No 
Data Quality Control No 
Data Security Yes 
Information Governance Yes 
Master Data Management Yes 
Match & Merge No 

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

Product Features

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Enterprise Content Management (ECM)

Archiving & Retention Yes 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management Yes 
Document Management Yes 
Electronic Signature No 
Information Governance No 
Mobile Access Yes 
Search Yes 
Version Control Yes 
Workflow Management No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

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