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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

Description

PortalsXpress offers a secure method for sharing documents with both clients and field offices. Clients can access and modify documents within a portal that prominently features your company's branding. You can swiftly distribute documents using our direct-to-portal PDF printer driver—simply print from any application, select a client, and the document will be instantly available. Our Padlocks present an effective and user-friendly approach to ensure document security. Sensitive files intended solely for your accounting department and CEO can be safeguarded using these Padlocks. Have you ever struggled to locate a specific document? Now, consider that issue on a larger scale throughout your organization. Our Secure Document Search Engine provides comprehensive search capabilities for your entire portal, ensuring that documents remain hidden from view unless you possess the appropriate permissions. The integration of Padlocks and secure document search guarantees that sensitive information is protected while still being accessible to authorized users. This dual-system enhances document management and security across your organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

August Yes 
AuthPoint Yes 
BigHand Document Creation Yes 
BigHand Workflow Management Yes 
Bundledocs Yes 
Clio Yes 
Contract Express Yes 
Desktop.com Yes 
Diligen Yes 
DraftWise Yes 
Epona365 Yes 
LEX247 Yes 
Leaflet Yes 
Litify Yes 
Microsoft Outlook Yes 
OneAdvanced Time Capture Yes 
RSign Yes 
Rublon Yes 
Xakia Yes 
iTrain ALI Yes 

Integrations

August No 
AuthPoint No 
BigHand Document Creation No 
BigHand Workflow Management No 
Bundledocs No 
Clio No 
Contract Express No 
Desktop.com No 
Diligen No 
DraftWise No 
Epona365 No 
LEX247 No 
Leaflet No 
Litify No 
Microsoft Outlook No 
OneAdvanced Time Capture No 
RSign No 
Rublon No 
Xakia No 
iTrain ALI No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$311.40 per year
Free Trial Yes 
Free Version No 

Deployment

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

NetDocuments

Founded

1998

Country

United States

Website

www.netdocuments.com

Vendor Details

Company Name

PortalsXpress

Founded

2011

Country

United States

Website

www.portalsxpress.com

Product Features

Document Collaboration

Access Control / Permissions No 
Autosave No 
Chat / Messaging No 
Cloud Storage No 
Comments / Annotations No 
Edit / Change Tracking No 
Electronic Signature No 
Multiple File Formats No 
Pre-made Templates No 
Search No 
User Tagging No 
Version Control No 
Workflow / Approval Process No 

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 Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Email Management

Data Recovery No 
Email Archiving No 
Email Deletion No 
Email Discovery No 
Email Monitoring No 
Email Recall No 
Queue Manager No 
Response Management No 
Routing No 
Shared Inboxes No 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting No 

File Sync

Audit Trail No 
Backup and Recovery No 
Conflict Detection No 
Real Time Synchronization No 
Remote Synchronization No 
Synchronization Scheduling No 
Two-Way Synchronization No 

OCR

Batch Processing No 
Convert to PDF No 
ID Scanning No 
Image Pre-processing No 
Indexing No 
Metadata Extraction No 
Multi-Language No 
Multiple Output Formats No 
Text Editor No 
Zone Selection Tool No 

Portal

Chat No 
Collaboration No 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

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