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Description
Docs2Manage is an innovative document management system designed to facilitate the storage of documents while enabling activity tracking and various additional functionalities. It offers the ability to compress documents, allowing users to save an impressive 90% in disk space. This system also provides control over document access, enabling users to monitor who accesses their files and when. Additionally, Docs2Manage boasts the unique feature of allowing batch input of large quantities of documents simultaneously. Its multi-level search functionality significantly enhances the speed at which users can locate their documents. Security measures within Docs2Manage have been strengthened to ensure comprehensive auditing and tracking of all users accessing the system. By accommodating multiple departments within a single database, Docs2Manage empowers each user or designated department to tailor data fields and user permissions according to their specific needs, thereby safeguarding against unauthorized access. Moreover, it includes a document locking feature that restricts editing privileges to enhance security further. The repository mode is particularly advantageous, as it facilitates rapid scanning of disorganized documents, which can subsequently be sorted and categorized to streamline workflow efficiency. This comprehensive approach not only increases productivity but also fosters a more organized and secure document management environment.
Description
NüWorkflow emerged from the challenges faced while working within an investment firm. The solutions developed cater to the needs of various departments, including IT, administration, client services, and research. Each department benefits from distinct features tailored to their specific requirements. For instance, the IT team can utilize tools for creating workflows, managing database connections, and monitoring errors. Meanwhile, client service and administrative departments are equipped with capabilities for generating daily reports, automating processes, and ensuring quality control. Additionally, researchers can independently re-run specific workflows established by IT through a web browser, eliminating the need to seek assistance from IT personnel. As automated tasks increasingly rely on database connections, FTP servers, calendar and holiday logic, email templates, and other inputs, the complexity rises. While managing a few automated tasks might be straightforward, the necessity for a robust system to oversee and streamline automation becomes critical as the number of tasks expands. This centralized approach not only enhances efficiency but also empowers departments to operate seamlessly without constant IT intervention.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
COMvantage
Country
United States
Website
www.docs2manage.com
Vendor Details
Company Name
Opulos Financial Software
Founded
2013
Country
Canada
Website
www.opulos.com/solutions/nuworkflow/
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
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
