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Average Ratings 0 Ratings

Total
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features
design
support

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Write a Review

Description

Docutrax's online system for tracking documents and certificates of insurance is designed to meet best-practices risk management goals. The system automates many of the tedious, time-consuming, and error-prone processes involved in obtaining and tracking COIs or other documents. Docutrax has been proven to achieve higher rates of insurance coverage compliance, at lower cost, while enhancing business processes in ways previously unimaginable. Its flexible interface can be adapted to any business organization. All parties involved are automatically notified via customized vendor/broker notifications, and pushed email alerts to the designated personnel. Our licensed insurance and support personnel ensure informed customer services to our client (tenants, vendors/suppliers, contractors or franchisees). Their insurance agents.

Description

Although communication between general contractors on construction projects can be complex and fragmented, it is mostly handled via email. Often, important items are lost in inbox clutter. Everyone suffers from the financial consequences of project delays, disputes, or other issues. TargetDocs bridges between vendors and general contractors by connecting them through one communication space. Items are never lost and project teams stay on the same page.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$4,500 per year
Both self-managed and fully-managed options are available
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

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

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 No 

Types of Training

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

Vendor Details

Company Name

Risk Toolbox Inc.

Country

United States

Website

docutrax.com

Vendor Details

Company Name

TargetDocs

Founded

2017

Country

United States

Website

www.targetdocs.com

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications No 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Commercial Real Estate

Brand Management No 
CRM No 
Cash Flow Analysis No 
Critical Date Alerts No 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors No 
For Property Managers Yes 
Portfolio Management No 
Strategic Planning No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking Yes 
Contract Lifecycle Management No 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Contractor Management

Contractor Database No 
Insurance Tracking Yes 
License Tracking No 
Permit Tracking No 
Skills & Competencies No 
Task Management No 
Work Hour Tracking No 

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders Yes 
Commercial No 
Contract Management Yes 
Contractors Yes 
Equipment Tracking No 
Estimating No 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access No 
RFI & Submittals Yes 
Residential No 
Subcontractor Management Yes 
Timesheets No 

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search Yes 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) Yes 
Specialty Contracts No 
Version Control Yes 
Workflow Management Yes 

Contractor Management

Contractor Database Yes 
Insurance Tracking Yes 
License Tracking Yes 
Permit Tracking Yes 
Skills & Competencies No 
Task Management Yes 
Work Hour Tracking No 

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management Yes 
Compliance Management Yes 
Electronic Signature No 
Escalation Management Yes 
Periodic Review Yes 
Version Control Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Team Communication

Activity / News Feed No 
Audio Calls No 
Calendar Management No 
Chat / Messaging Yes 
Discussion Threads Yes 
File Sharing Yes 
Mobile Access Yes 
Push Notifications Yes 
Search Yes 
Surveys & Feedback No 
Task Management Yes 
Video Conferencing No 

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