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ease
features
design
support

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Description

Is your organization considering the transition to digital management of its paper records? Would you find it beneficial to have all your information housed in a single electronic filing cabinet that allows for shared access and automated processes? Electronic Document Management (EDM) could be the perfect solution for your needs. Essentially, EDM creates a centralized digital repository for all your documents, records, and data. Cleardata provides a comprehensive array of EDM solutions along with optional managed services designed to assist in digitizing and capturing both existing and incoming paperwork. The digital filing cabinet serves as a straightforward Electronic Document Storage system, enabling you to store, search, and easily retrieve your information. This system can be set up either on your premises or in the cloud, based on your specific requirements. Additionally, the integration of workflow, automation, and authorization features allows for documents to be efficiently routed to designated individuals or departments. For instance, invoices can be automatically directed to the finance team, followed by the manager responsible for authorizing payments, enhancing overall efficiency. Embracing EDM could streamline your operations significantly and improve accessibility to crucial documents.

Description

Our premier offering truly encompasses everything needed for effective management. Ideal for medium to large enterprises, the Enterprise package accommodates numerous users and intricate record frameworks. Additionally, it allows for meticulous customization of user profiles and security configurations. The Enterprise solution is truly comprehensive. Furthermore, the versatile Enterprise also features a specialized Legal Edition (LE), tailored specifically for law firms. It simplifies the organization and storage of electronic records seamlessly. Users can also oversee documents stored in various repositories. With functionalities like drag and drop, copy and paste, or bulk import, you can navigate through your electronic records using familiar folder structures. You can set retention policies by folder, eliminating uncertainty in destruction procedures. It allows for the storage and editing of working documents while maintaining a complete revision history. Whether your files are actively in use or packed away for future reference, Versatile Enterprise ensures you can always track their whereabouts. In this way, it provides a reliable solution for document management across all stages of usage.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

Cleardata UK

Country

United Kingdom

Website

www.cleardatagroup.co.uk/document-management/electronic-document-management/

Vendor Details

Company Name

Zasio Enterprises

Founded

1987

Country

United States

Website

www.zasio.com/technology-solutions/records-management-software/versatile-enterprise/

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 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

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