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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Leapdocs is an economical and secure document management solution designed for enterprises, small businesses, and start-ups alike. Users can conveniently import various types of documents, including scans, Word files, Excel sheets, images, emails, and more from any source. The application automatically indexes files to facilitate quick searches, while organizing them into folders similar to conventional computer systems. Custom metadata can be added to each file, enabling attributes like SSN, Invoice Number, or Birth Date to be recorded. User management is streamlined through grouping capabilities, allowing for specific permissions on files and folders, which can be either assigned directly or inherited. Additionally, user activities are tracked through an audit log for security purposes. Thanks to Automatic OCR, users can benefit from Full Text Search across nearly all imported files, along with the ability to search and filter based on custom metadata. Leapdocs mimics familiar online storage systems by structuring files into folders, ensuring ease of use for all. Operating on Microsoft Azure, Leapdocs provides robust encryption for files at rest, and its infrastructure is supported by multiple data centers around the globe to ensure continuous availability. This makes Leapdocs not only a practical choice but also a reliable one for document management needs.

Description

This sales enablement solution empowers your home office to maintain constant control over all files and folders, ensuring seamless access management at all times. With just a simple click, you can swiftly replace or update any file or folder, streamlining the workflow from the back office directly to the field without requiring any additional effort from sales representatives. This means that the appropriate files are always available in the designated folders whenever they are needed. The bSource Enterprise Content Management application offers the capability to password-protect sensitive folders and files, preventing your representatives from inadvertently sharing confidential information with customers. Additionally, you can establish various levels of permission hierarchies, enabling you to distribute the right materials to the appropriate individuals. Furthermore, the Enterprise Content Management app for iPad allows your representatives to import, create, and manage their own content directly within the application, providing them with the tools to effectively handle all non-confidential folders and files, which helps them prepare and organize for their daily sales calls and presentations more efficiently. This comprehensive approach not only enhances productivity but also ensures that your sales team is equipped with the necessary resources at their fingertips.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$25 per month
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

Leapdocs

Founded

2018

Country

United States

Website

www.leapdocs.com

Vendor Details

Company Name

Ai2

Founded

1986

Country

United States

Website

www.ai2.com

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

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

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

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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