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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Legal or regulatory obligations, such as the Sarbanes-Oxley Act or Basel II, along with essential business needs, necessitate the secure and straightforward storage, archiving, and sharing of an ever-increasing volume of diverse documents and content, including emails, faxes, correspondence, plans, electronic files, and websites. This framework facilitates the establishment of necessary organizational structures and the management of various electronic files (e-Files), ensuring they can be tracked, stored, and searched through full-text queries or by utilizing keywords defined by user-specific business rules. Users can access, store, or search documents within the FDM in numerous ways, ensuring seamless integration into the company's operational framework. Additionally, a flexible, tree-based organization featuring folders and e-Files allows for meticulous categorization of documents, which can be grouped under a shared profile. Moreover, a detailed authorization privilege system is in place to effectively manage access to individual folders and documents, enhancing security and control over sensitive information. This comprehensive approach ultimately supports compliance and promotes efficiency within the business environment.

Description

Stoatify serves as a secure platform for documents catering to individuals, families, freelancers, teams, and larger enterprises alike. It consolidates various functionalities such as document capture, organization, full-text search, sharing, electronic signatures, workflows, and access management into a single comprehensive solution. Users can store documents in a personal or shared Vault, which is systematically arranged using folders, categories, and tags, while OCR technology enables full-text search capabilities that locate content within scanned files and PDFs. The platform also features rules-based auto-tagging and trigger-driven workflows that streamline repetitive filing processes, alongside built-in e-signatures that utilize reusable templates for convenience. Access permissions are meticulously managed at both the object level with organizational roles and through per-document Access Control Lists (ACLs), all supported by a comprehensive organization-wide audit log. Additionally, a well-documented REST API with scoped API keys facilitates seamless integrations with platforms like Zapier, Make, and n8n, in addition to providing outgoing webhooks. Users can enjoy the flexibility of native applications available on web, iOS, and Android, ensuring that all account data and documents are consistently accessible across devices, enhancing the overall user experience. This unified approach aims to make document management more efficient and user-friendly for everyone involved.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0/month
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

Framesoft

Website

www.framesoft.com/products/contract-and-document-management/document-management-and-archival

Vendor Details

Company Name

StoatWorks Software Inc.

Founded

2026

Country

Canada

Website

www.stoatify.com

Product Features

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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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