Best Document Management Software for Nonprofit - Page 22

DocuCollab is a powerful software solution that effectively allows for the oversight and administration of contracts, proposals, quotes, and various official documents. It enables real-time collaboration among team members, vendors, and customers, thereby boosting team productivity while significantly reducing clerical mistakes. With a focus on prudent management of sensitive documents, DocuCollab makes it easier to secure both official and personal information. You can seamlessly integrate your CRM, ERP, and HRM systems with DocuCollab to create a highly efficient, unified platform. Additionally, the software simplifies analytics and reporting processes. Negotiating terms and conditions is streamlined with its agile interface, which supports easy tracking of changes and comments. Users can create folders and set different levels of security, ensuring that all documents related to a contract or proposal are organized effectively. Designed to cater to businesses across various industries, DocuCollab is suitable for organizations of all sizes. By choosing DocuCollab, you gain a comprehensive tool that enhances document management and collaboration.

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.

A document generation platform enables the creation of PDF, HTML, JPG, and Word files from a diverse array of data sources such as databases, enterprise applications, XML, Excel, and JSON. It accommodates various document generation methods, including on-demand, bulk, and interactive formats. Business users can easily utilize existing templates by simply adding tags to them. The platform utilizes a tagging system with distinct tags for elements like text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic components. Users can incorporate these tags into their templates using native editors, along with if-else conditions, loops, and calculations. A centralized repository holds all approved business templates, ensuring compliance and brand consistency, with upload and deletion permissions restricted to authorized personnel. Additionally, the system can automatically generate fillable forms from templates, allowing both internal and external users to populate these dynamic fields, which subsequently creates completed documents in the specified format. This streamlined process enhances efficiency and accuracy in document generation across organizations.

EDGE, a cloud-based Clinical Trials Management System, has been successfully integrated into the UK's clinical research infrastructure and the devolved countries. Currently, EDGE is used in 80% of England's NHS regions, Scotland, and Northern Ireland. EDGE is the leading research management system in the UK. EDGE was launched in 2000 and adopted by the National Cancer Research Network. It has seen tremendous growth and has a growing number international subscribers from countries which include Canada, Belgium, New Zealand, South Africa and India.

DocStyle can convert any PDF file into Word and style it in one process using Intelligent Formatting Recognition. This process is designed to identify and format content to create a structured Word document that can be edited and modified. DocStyle can also style Word documents automatically, reducing the time-consuming cleanup.

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Lua offers a complimentary online service for converting PDFs without the need for downloads! You can effortlessly transform PDF files into formats such as Word DOC, Excel, JPG, PNG, PPT, and HTML, or even create PDFs from various sources in the cloud. To merge or combine PDFs online, simply follow these instructions: 1. Click on "Choose PDF Files" and pick the PDF documents you desire to merge. 2. The PDF Combiner will promptly initiate the merging process. 3. Allow the tool some time to complete the operation. 4. Once finished, your selected PDF files will be consolidated into one cohesive document. 5. You can then download or share the merged file as needed.

Harness the collective intelligence of your team with Slab, a straightforward and scalable wiki that eliminates barriers to knowledge sharing. It empowers your team to access vital information precisely when it's needed. With Slab, you can effectively manage your knowledge organization, allowing you to pin important content at the top for quick access. You can also categorize posts, helping your teammates know which materials to focus on and their respective timelines. The user-friendly WYSIWYG editor makes it familiar for anyone who has used Google Docs, ensuring a smooth experience. Moreover, Slab stands out with its real-time collaboration feature, preventing any accidental overwrites, even if multiple users hit "Save" simultaneously. Its swift and precise search functionality simplifies the process of finding information and even spans across your various integrations, sparing you from juggling multiple tabs. Additionally, Slab effortlessly works with the tools you rely on to develop your product, allowing you to reference other applications directly within a post and access detailed insights without navigating away from Slab. This comprehensive approach not only enhances productivity but also fosters a more connected and informed team environment.

Mobile communication and payment solutions. Combine messaging channels such as WhatsApp with innovative payments to create Conversational Commerce. We help companies communicate. Our customers use voice, SMS, Voice, and the most popular chat apps, WhatsApp, Apple Business Chat, Google RCS, and WhatsApp. Let the AI bot handle the talking and start a conversation in the channel that your customers prefer. To increase conversions, integrate commerce into the conversation. CM.com is a payment service provider licensed by Apple Pay, Google Pay and WeChat Pay. It offers a variety of options for all channels with Apple Pay and Google Pay as well as Credit Cards and local payments such as Bancontact and Bancontact. CM.com also offers a ticketing platform that helps museums, stadiums and festivals sell and manage any type or ticket. The Customer Data Platform allows you to market on a personal level. Identity and esign solutions ensure authentication in all transactions

Integrate live market information directly into your Excel spreadsheet with the Excel Price Feed Add-in, which offers over 100 new formulas for accessing real-time, historical, and fundamental market data. This comprehensive tool covers a wide range of markets, including stocks, stock indices, options, mutual funds, forex, commodities, and cryptocurrencies. Users can access real-time data for NYSE and NASDAQ, while other exchanges in Europe, Asia, the Americas, and Australia provide delayed data. The information is sourced from reputable platforms such as Yahoo Finance and IG Index / IG Markets, ensuring accuracy and reliability for your financial analysis needs. With this Add-in, analyzing market trends becomes more efficient and straightforward than ever.

Sign and notarize documents entirely online with ease. Notarize is revolutionizing the way various industries cater to their clientele. With Notarize, countless businesses can streamline their operations and obtain notarized documents at a speed ten times faster than before. Major mortgage lenders and rapidly expanding title companies rely on Notarize to facilitate online transactions for buying, selling, and financing homes. This service provides a level of security that is ten times greater than that of conventional notaries, featuring advanced ID verification, a comprehensive audit trail, and top-notch security measures for every transaction. Notarize offers round-the-clock access to online notary public services, enabling you to sign and notarize documents conveniently from any device, whether it be a computer, tablet, or smartphone. With a commitment to enterprise-grade security and encrypted solutions, Notarize is setting a new standard for trust in online services. Additionally, they provide eSign as an all-in-one digital signature option for enhanced convenience.

Experience robust PDF editing capabilities on your Mac, enabling you to incorporate signatures, text, and images, as well as rectify errors and modify content. Convert scanned documents with OCR technology and create or fill out forms with ease. While PDFpen allows for basic text and signature additions, PDFpenPro enhances your editing experience with advanced features. Transform a static scanned form into an interactive masterpiece with PDFpenPro, which lets you create forms equipped with text fields, checkboxes, radio buttons, signature fields, and submission buttons. Furthermore, export your PDFs in various formats, including .docx for Microsoft® Word, .xlsx for Excel, .pptx for PowerPoint, and PDF/A for long-term archiving. Whether you're converting a single webpage or an entire site, generate a PDF that retains clickable links for easy navigation. Plus, with PDFpen for iPad & iPhone and integration with iCloud or Dropbox, you can effortlessly edit your PDFs on the go, ensuring you have the flexibility and functionality needed for all your editing tasks. Embrace a seamless editing experience across all your devices with this powerful PDF solution.

Enhance your documents by adding signatures, text, and images, while also correcting any typographical errors. Utilize Optical Character Recognition (OCR) to convert scanned documents into editable text, ensuring you proofread for precision. With PDFpen, transform your scanned images into usable words and make the necessary edits for accuracy. If your PDF requires significant modifications, you can easily export it to .docx format, allowing for straightforward editing and sharing with Microsoft Word users. Simply select the text, click “Correct Text,” and begin editing! Seamlessly edit PDFs on your Mac with just a few clicks. You can also sign your PDFs using a secure digital signature; either scan your signature to insert it into the document or draw it directly with a mouse or trackpad. Forget about faxing—signing, sealing, and delivering your PDFs is now hassle-free. Enjoy the flexibility of editing your documents on the go by using iCloud or Dropbox with PDFpen for both iPad and iPhone. Should you need to add a new page, simply insert one, or if you need to remove an existing page, delete it with ease. If your pages are disorganized, rearranging them is as simple as dragging and dropping. You can even merge multiple PDFs together effortlessly. The possibilities for document management are endless!

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

Remote collaboration is possible with your clients and team. In minutes, you can create your own private workspace for your company. You can bring all your tools to one place and increase productivity while working remotely. EverLeagues connects all your company's users, internal and externe, to collaborate on day-today tasks in a secure platform. This results in better service, reduced time and lower costs. Collaboration is possible through multiple channels, groups, or teams between employees, clients, and others. Secure messaging, video conference and file sharing allow you to communicate. Everleagues offers security for all your files and messages, without compromising productivity. You can organize and manage your business with a role- and tier-based organizational system. Everleagues makes it easy to assign team members to specific organizations, even if there are different locations or departments. You can also assign clients to specific professionals or team members.

PDF Conversa offers the tools you need to convert PDF documents to a Word format (DOC) or Word documents into PDF. PDF to Word: Convert PDF files into Word format DOC in a matter of seconds. The basic layout's graphics, tables, and fonts remain unchanged. Word can easily convert password-protected documents and allow you to continue processing them in Word. DOC/DOCX to pdf: Password protection can be added to Word documents during conversion to the PDF format. Special fonts can be embedded directly into the PDF file. Texts can also be compressed and you can determine the quality of the graphics contained. You can send documents in the format that you prefer or edit existing documents in the preferred format. PDF Conversa converts the documents in just one click.

Simplify the process of signing your documents so effectively that it reduces turnaround time by fifty percent. SignWell, previously known as Docsketch, is a complimentary electronic signature platform that provides legally valid e-signatures, enabling quicker document signing. Experience a 40% acceleration in turnaround time, saving you precious hours or even days of waiting. SignWell integrates electronic signatures seamlessly, making it user-friendly for everyone involved. Say goodbye to the cumbersome and frustrating routine of printing, signing, and then faxing or emailing documents back. This tool adheres to both U.S. and international e-signature regulations, ensuring that signed documents are safely archived and shielded from alterations, holding the same legal weight as traditional signatures. The document workflow feature allows you to decide whether to have all parties complete the signing process simultaneously or sequentially in a predetermined order. When signatures are required in a specific sequence, each participant is automatically alerted when it is their turn, providing clear visibility on who still needs to sign. Additionally, the convenience of tracking progress makes managing document approvals more efficient than ever before.

Create your pricing and statement of work in just one straightforward step. With the ScopeStack platform, you can effortlessly select features from various technology categories, streamlining the scoping process considerably. Say goodbye to spending endless hours in front of your computer wrestling with word templates and correcting grammar. As you select features and functions, the ScopeStack platform automatically generates the scope for you. Additionally, you can visually assess the profitability of your projects and leverage essential business metrics for automatic project approval, making the entire process even more efficient and insightful.

ECM-X is an innovative cloud-based platform designed for managing electronic documents, suited for businesses of any size and across various sectors. Unlike traditional document management systems that often require extensive training lasting one to two weeks, ECM-X prioritizes user-friendliness and ease of onboarding, making it accessible for everyone. This system can be installed on local company servers or utilized in any cloud environment within the USA and Canada. It offers a scalable, Internet-focused solution capable of handling millions of documents, accommodating a wide array of file types, including those from the Microsoft Office suite and Adobe PDF files. The ECM-X workflow module enhances productivity by allowing users to route important documents like engineering designs, invoice approvals, expense reports, cheque requests, or employee onboarding processes for efficient review and approval. Thus, ECM-X stands out by streamlining document management while boosting operational efficiency.

Introducing the ultimate collaboration platform for all users: Verto Boards. Begin your journey by creating and managing Boards tailored to personal, team, and organizational needs. Boards allow for a comprehensive visualization of tasks, facilitating workflow mapping and providing full visibility into the progress of activities from initiation to completion. Foster team communication with Verto Chat, which keeps discussions focused on crucial tasks by organizing conversations within specific workflows for more productive and actionable dialogue. Enhance document management and team collaboration using Verto Documents, where teams can securely store and work on project files all in one convenient location, eliminating issues related to document accessibility, unsecured emails, and version control mistakes. Additionally, Verto Dashboard offers a centralized view of all project activities and information, ensuring that everyone stays informed and engaged with ongoing developments. This platform is designed to streamline your workflow and enhance overall productivity across your organization.

ExactDocs offers a comprehensive solution for Intelligent Document Automation, Generation, and Template Management. This platform allows you to consolidate and manage all your document templates, ensuring that every document generated is both compliant and precise. Its user-friendly design makes it an ideal addition to your Microsoft productivity suite, including tools like SharePoint, OneDrive, Dynamics 365, and Word. Furthermore, ExactDocs seamlessly integrates with various third-party systems, and when paired with Microsoft Power Automate or the InRule Decisions Platform, it can produce documents driven by intricate rule sets and workflows. By utilizing ExactDocs, you eliminate the risk of sending out erroneous documents, such as proposals containing incorrect figures or customer names, agreements with inaccurate terms, and outdated company policies in employment contracts. This platform also empowers you to maintain brand integrity by consistently providing the latest versions of your brand identity materials. With ExactDocs, you can confidently streamline your document processes while enhancing accuracy and consistency across your organization.

Mocaworks, situated in Ridgefield, WA, operates as both a software development firm and a business incubator. Our innovative solutions cater to a diverse array of businesses, enhancing employee communication, boosting team productivity, and crafting enjoyable experiences for customers. Transform your community with tailored collaboration platforms designed for employees, members, professionals, and everyone in between. Our offerings are cloud-based, modular, and customizable, allowing you to construct a comprehensive ecosystem in the cloud without any dependencies. No matter the scale of your requirements, Tryyb consolidates all necessary resources for your team into a unified platform. Rather than merely establishing a program, foster a vibrant culture; teams utilizing Tryyb can instigate meaningful transformations. With features like cloud-based document editing and version control, your own learning management system, and the ability to create and adjust business processes, we understand that your organization is unique and cannot be confined to a one-size-fits-all approach. Therefore, we are dedicated to supporting every type of organization, ensuring that each one finds a personalized solution to thrive. Your vision deserves a dedicated space, and we are here to help you achieve it.

Teamwork Spaces serves as the ultimate hub for storing and sharing your team's essential content. This contemporary and user-friendly content collaboration environment features intelligent tools such as required reading and real-time widgets. Elevate the importance of your key documents with a document management system that boasts an exceptionally easy-to-use interface, inline commenting for seamless collaboration, and required reading prompts to keep your team engaged. Discovering the right information becomes a straightforward task. Unlike traditional complicated folder systems, Teamwork Spaces is structured like a book, aligning with the way people naturally think. By centralizing all critical documentation, you guarantee that every member of your organization can effortlessly locate the necessary information whenever they need it. Additionally, the unique Required Reading feature alerts your team when new documents require their attention and keeps you informed of any modifications made to existing materials. This ensures that everyone stays updated and connected to the evolving knowledge base of your company.

During contract drafting, sections can be locked or edited. Each contract/project is a collection of individual "template terms". Some of these terms can be modified to meet the specific requirements of each project (e.g., term, scope, etc.). The other terms are "locked down" or secured to ensure that the organization's governance policies and risk management policies are upheld (for example, indemnity, IPR and insurance). They cannot be modified by the project teams. No more forgetting about updating state and other regulations. Certain documents have complex compliance requirements. Non-compliance can result in fines, revoked licences, and sometimes even criminal liability. Sarbanes Oxley and HIPAA, federal and state regulations, require strict privacy and security guidelines. All sections and clauses in the template library can be assigned review periods. The system will send an automated email notification to their owners whenever the interval expires so they can be re-evaluated.

Tonic DM is an efficient and user-friendly cloud-based project information management solution designed specifically for professionals in the architecture, engineering, and construction (AEC) sectors. By utilizing this tool, you can surpass client expectations through enhanced visibility into project details. The system enables users to swiftly locate crucial emails, regardless of the sender, ensuring that nothing slips through the cracks. With its intuitive interface, managing and sharing information among various project teams becomes a seamless experience. It is essential for all correspondence to be documented as part of the project's overall record, and Tonic DM simplifies this process significantly. Emails are systematically organized by project, allowing team members to stay informed about ongoing communications. Advanced filtering and search capabilities ensure that important emails can be retrieved in no time. Additionally, the automation feature takes care of most email filing tasks, alleviating the workload on staff while enhancing the thoroughness of project documentation. All filed emails are securely stored in the cloud and can also be synchronized with project folders on your local network if desired. This system is compatible with Microsoft Office 365 and works seamlessly with Outlook on PC, Mac, and web platforms. By integrating Tonic DM into your workflow, you can ensure a streamlined project management process that elevates team collaboration and efficiency.