Best Document Management Software for Microsoft Outlook - Page 3

Transform your document-dependent tasks from a burdensome chore to a powerful source for growth and positive impact. Transform document-dependent tasks from unsecure, burdensome and manual busywork into a powerful source of positive impact and growth for organizations of any size and across many industries. Revver, formerly eFileCabinet, is an advanced document management system that will help you achieve business zen. Revver is a platform that combines many tools, including workflow automation and advanced search, as well as integrations with other business tools. These powerful features are designed to help businesses keep their heads above the influx of paper documents, and eliminate the chaos created by scattered digital assets.

Unify quality processes with QT9's all-in-one cloud-based QMS Software Suite. QT9 QMS is a user-friendly quality management software that includes 25+ modules with unlimited scalability. Automate ISO & FDA Compliance with email alerts, To Do lists and FDA 21 CFR Part 11 Compliant Electronic Approvals. QT9 QMS enables Life Sciences, Biotechnology Companies, Medical Device Manufacturers and Pharmaceutical Companies to digitally transform operations. Get real-time status updates and visualize quality metrics up-to-the-minute. QT9 QMS comes with built-in document control, revision-level controls, corrective actions (CAPAs), Nonconforming products and more. Advance product releases with Deviation Management, Engineering Change Orders, FMEA, Inspection Management Modules Included. Go paperless & put time-consuming tasks on autopilot. QT9 QMS comes ready-to-use. Get a free product tour! Start a Free Trial. Visit QT9qms.com

Introducing the ultimate solution for managing governance meetings tailored for your boards, committees, and teams. This comprehensive meeting management tool is designed for teams seeking enhanced collaboration throughout the entire meeting experience. Effortlessly organize, conduct, and track your meetings by swiftly crafting your agenda, recording audio of discussions, monitoring task progress, enabling real-time sharing, and integrating seamlessly with your corporate calendar systems like Microsoft, Google, and ICS, all while sharing agendas and minutes with team members. Additional features include a timekeeping function, a registry for subjects, decisions, and tasks, options for private meetings, and instant generation of meeting minutes, available on both iOS and Android platforms. With Beenote, transform the way you conduct meetings and make a positive impact on your organization, one session at a time. Embrace the future of meeting management and enhance your team's productivity with this innovative solution.

PDFelement is a one-stop PDF solution powered by AI. Fast, smart, affordable, and easy way to manage (.pdf) documents across desktop, mobile, and web. It provides a great user experience and is an excellent alternative to Adobe® Acrobat®, making it perfect for individuals and small businesses. The mission is to stay at the forefront of PDF technology, constantly innovating and improving our product to meet the evolving needs of our users. Unique selling points: Smart: Offer the smartest way powered by AI to manage(.pdf) forms and documents. Fexible: Make the desktop software available for a yearly, perpetual license fee. Affordable: Deliver equally powerful and robust features that comes with Adobe Acrobat DC - at up to 50% lower cost. Lightning Fast: Be lightweight and offer the easiest user experience with shorter learning curve for even first- time users.

Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.

Draftable is an Enterprise-Grade Document Comparison Software that lets users easily spot changes between documents. The Draftable product suite includes Draftable Online for browser-based document comparisons, Draftable Desktop for secure computer-based document comparisons, and Draftable API for integrating our dynamic technology into your app. The software features a side-by-side view and a change list that presents all modifications in the one place. Users can export comparisons to a PDF, and compare different file types including PDF, Word, PowerPoint, and Excel.

WRITER is the end-to-end platform for building, activating, and supervising AI agents across the enterprise. It empowers IT and business teams to collaboratively automate work, improve decision making, and scale impact — with full control and governance. Unlike other solutions built exclusively for engineers or business users, the WRITER platform gives anyone the tools to build powerful AI agents. Users can easily connect agents to customer data and systems, map business processes to guide agent behavior, and create and test prompts. They can get started quickly with a library of over 100 prebuilt agents, or build their own using intuitive no-code and pro-code tools. When code is needed, developers can create tools, APIs, and integrations with ease — then make them available to agents through a simple drag-and-drop interface.

With our cloud storage document management software and electronic content management solutions, we can help your business to streamline the workflow and securely organize and provide easy retrieval of all your documents. Let us show you how easy and efficient our document management software is! See it for yourself, Schedule a Free Demo today!

Convert PDF files to Word, PowerPoint, Excel and JPG. Modify and secure PDF files right from your computer. Convert PDF documents into MS Office, images, and other formats. You can also modify or secure your files. Integrates with Microsoft Outlook. You can save your emails to PDF files to your computer. All conversions are done locally on your computer, and sensitive documents are not uploaded to an online service. Convert your PDF to Word, Excel, or PowerPoint in a matter of seconds. You can also convert PDFs into images like JPG, PNG and SVG. TXT and HTML are also available as document conversion formats. You can combine multiple PDF documents into one or add a PDF file to an existing PDF document. You can copy and export selected text and image content to other applications or documents. For file sharing and navigation, bookmarks can be added and attachments can be attached.

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

Draftable Legal provides legal teams with fast, accurate redline comparisons, offering a cost-effective enterprise-grade solution designed for the legal industry. The platform supports a wide range of file formats, including Word, PDF, PPT, Excel, and even scanned documents, thanks to its built-in OCR functionality. Users and administrators can fully customize output results and manage preset profiles to meet their specific needs. Integration with file explorer, document management systems (DMS), MS Word, and Outlook makes it easy to review and export output, streamlining workflows. Developed in close collaboration with legal professionals, Draftable Legal was built to address their unique document comparison needs, ensuring high performance. The proprietary algorithm that powers Draftable delivers accurate detection of changes across various document types, making it an indispensable tool. Additionally, the platform offers expert customer support, ensuring a reliable and secure document comparison experience that legal professionals can trust. With this solution, legal teams can enhance efficiency and reduce the time spent on manual comparison tasks.

UniPhi serves as a comprehensive Portfolio Tracking Management application that showcases the performance of various projects. Its transparent interface allows clients, staff, and project owners to easily spot issues, foster collaboration, and conduct predictive analytics through the 'Summary Tools' available on the dashboard. By utilizing color-coded status indicators, leaders can swiftly differentiate between projects that are progressing well and those that may face potential setbacks. The entire suite is designed for mobile accessibility and is robustly cloud-based, ensuring reliability. Additional functionalities encompass Budget Management, Milestone Tracking, Time & Expense Tracking, and Resource Management, making it an all-encompassing solution for project oversight. With its user-friendly features, UniPhi enhances the overall project management experience.

Secured Signing was founded in 2010 to provide organizations (both large-sized and medium-sized) with a cost-effective, flexible and trusted digital platform for their legally binding document needs. The Digital Signature, Remote Online Notarization, and Video Signing (RON) features allow users to use any mobile device to capture a graphical signature and fill-in, seal, and verify documents from anywhere and anytime. All of this is done through a cloud-based platform. Smart businesses understand the importance of a streamlined workflow process. Secured Signing is the premier business solution for reducing costs, accelerating delivery cycles, improving staff efficiency, and enhancing customer service while promoting an environmentally friendly environment. Digital Signatures PKI is used to digitally sign documents. ISO/IEC 27001 & ISO/IEC 27017 Certified

Mosio allows research teams to improve subject adhesion, communications, data collection, and communication on mobile's most popular channel, text messaging. Our software helps research teams communicate more efficiently with participants by delivering interactive elements to mobile phones and messaging automation. WHO CAN WE HELP? + Clinical Trial Sponsors (Pharma & Biotech) + Cancer Centers and Clinical Research Organizations + NIH-Funded Studies + Public Health Agencies + Clinical Trial Managers/Directors and Clinical Operations Managers/Directors. Clinical Project Managers. Principal Investigators. Clinical Research (Study). Coordinators. All research staff who regularly communicate with study participants. BENEFITS + Interactive medication reminders and medication compliance alerts + Automate data collection. + Increase engagement and adherence. + Get SMS appointment reminders to fix your no-show problem. + Increase retention with automated check ins

Powell 365, which is made up of two pillars * Powell Intranet for Corporate Communications and Employee Engagement * Powell Teams to improve Microsoft Teams with IT governance and better usage for end-users Our templates are both customizable and ready-to-use. They can be used to improve communication and collaboration and to transform business processes in the hybrid office. Powell 365 is a Digital Workplace that uses Microsoft 365 and is open to third-party cloud providers. This allows you to maximize the potential of your Microsoft 365 investment in order to get the most from your Digital Workplace. Powell 365 provides ready-to-use, fully customizable templates that can be used to bridge the Intranet with Microsoft Teams. It is easy to install and can be customized to meet your needs. It allows for the digitalization business processes, such as employee onboarding or sales RFPs.

Encyro offers secure file storage, encrypted email and electronic signatures. Encyro's award-winning design makes it easy for you and your clients. Clients don't have to sign up for portal accounts. File sharing and encrypted messaging Encyro allows you to send directly to any email address. Encyro protects your data both during transmission as well as storage to ensure that you are in compliance with HIPAA and other compliance standards such as the GDPR, FINRA and SOX. Securely receive via your custom-branded upload page. Clients do not need to log in or go through additional steps. Electronic Signatures Encyro esignatures are designed for remote signing to protect your transaction. You can control the login options as well as the type of signature to ensure that only the right person is signing. Encyro offers custom branding, automated reminders, re-usable templates for e-sign, and re-usable Encyro e-sign templates. Access codes that comply with NIST-8006363 can be sent by SMS or text for additional security.

Documill Dynamo is an easy-to-use document generation app for Salesforce. It empowers users to create documents with a click, right within Salesforce. Quick and smooth deployment: just choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag-and-drop interface with no need for coding. Personalized document workflows: fulfil your organization’s needs using pre-defined options. Best quality, no matter which document type or layout: produce versions in multiple languages using a single template. Use freely nested tables and images. Exert full control over users' editing rights for all document sections and tasks. Intuitive Salesforce experience: empower users to complete each of their tasks without leaving Salesforce. Eliminate the need to jump between applications and ensure top productivity. Automate now document creation and the related workflows for all kinds of documents: quotes, contracts, proposals and more!

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.

Gather digital signatures effortlessly from any location with Formstack Sign, an automated solution designed to streamline your document workflows by enabling signature collection on various devices. With the convenience of electronic signatures, you can eliminate delays caused by the wait for eSignatures, allowing users to sign documents seamlessly on computers, tablets, or smartphones. From initiating contracts to finalizing deals, Formstack Sign makes it easy to connect the necessary elements quickly. This powerful tool offers impressive automation features for digital signatures, even enabling you to collect signatures on the go. Effortlessly obtain mobile signatures from clients, colleagues, or prospects by sending documents for signature through text messages. Furthermore, you can create customized documents within minutes using Formstack Documents, enabling the transition from cumbersome paperwork to elegantly designed files that can be dispatched anywhere. The user-friendly drag-and-drop builder for eSignature ensures that you won't require IT assistance to prepare your documents for signing, and customizable templates can be set up in no time. With these innovative capabilities, Formstack Sign enhances productivity and efficiency in your document management processes.

Enhance your typing experience with Lightkey’s advanced AI-driven text predictions integrated into the applications you frequently use. This intelligent software adapts to your individual typing habits, enabling it to anticipate up to 12 words along with punctuation, which can help you write emails four times quicker and with greater assurance. Furthermore, Lightkey’s real-time spelling correction feature provides instant suggestions for any misspelled words, ensuring accuracy in your writing. It not only comes equipped with extensive built-in vocabularies but also customizes its spelling corrections based on your personal lexicon. Spanning over 60 content areas such as technology, business, finance, and law, Lightkey utilizes deep learning to deliver the most pertinent terms for your needs. With native support for applications like MS Office Outlook, Word, PowerPoint, and Google Chrome tools such as Gmail and WhatsAppWeb, Lightkey Anywhere empowers you with predictive text functionality wherever you go. By choosing Lightkey, you can streamline your writing process and elevate your communication skills to new heights.

AI assistant for customer-facing departments. Sapling works with messaging platforms and CRMs to assist agents in creating personalized responses. Managers can gain conversational insights that will help them coach and prepare their teams. Sapling offers functionality for autocomplete, spelling, grammar checking, as well as snippets/canned message/text expander. All services can be hosted on-premise or in the cloud to meet security and privacy requirements. The Grammar and Spelling APIs allow Sapling's language models to be integrated into custom applications and use-cases. Sapling Suggest pulls relevant answers from a team knowledge database and allows agents to respond faster to customer inquiries by clicking on the desired response. Instead of giving brittle, decision tree-based chatbots, empower agents.

Task Management Software. Streamline your team's workflow with essential tasks that cannot be overlooked. Enhance your team's productivity with straightforward, concise tasks that are consistently completed. Featuring robust functionalities such as online signatures, this tool is trusted by more than 8,000 teams. With a focus on small, clear assignments that always get accomplished, GetBusy addresses the challenge of managing critical tasks that emerge from various sources and platforms, often requiring collaboration from multiple individuals. GetBusy’s task management software allows you to maintain control over your workload, ensuring it is organized and prioritized effectively. Task Management. Picture a scenario where your team is always aware of who is responsible, what needs to be done, and when each task is due. Client Requests. GetBusy extends beyond your internal team, enabling you to assign tasks to anyone, anywhere, much like sending an email. Signatures. Facilitate the exchange and signing of legally binding documents at a fraction of the cost of traditional signature solutions. File Requests. If you need a document, you can request confidential files as straightforward tasks, providing a more secure alternative to email. Plus, it offers various additional features to enhance your team's efficiency and collaboration.

Effective business operations hinge on precision and adaptability. With our top-tier data capture capabilities, your uploaded information aligns seamlessly with your physical documents. You can scan files, take photos with your mobile device, or upload from your computer to your NeatFiles account, allowing you to access your financial documents from any location at any time. Tailor the organization of your digital files to suit your preferences and eliminate the chaos of overwhelming paper piles. Enjoy the convenience of keyword searching and filtering documents instantly. Neat prioritizes the safety of your information and documents, employing bank-grade security and encryption measures. Elevate your customer service experience by facilitating credit/debit card transactions and bank transfers. Create personalized invoices in just minutes, ensuring secure payments through Neat’s esteemed partner, WePay (a division of Chase). You can easily enable or disable this feature without losing access to previous invoices. Additionally, we prefer human interaction over automated responses, except for our friendly chatbot on the website, which efficiently connects you to a real person when needed. This way, you experience a seamless blend of technology and personal touch in all your transactions.

Discover a user-friendly and secure platform designed for the safe exchange, retrieval, and signing of confidential documents, accommodating files up to 2.5G per email while ensuring the protection of sensitive information both within and outside your organization. Our advanced technology empowers users to enhance the security of their email exchanges by allowing them to control access through various measures, such as limiting the number of reads, setting expiration times, or incorporating SMS codes and passwords for seamless delivery to recipients. In an increasingly vulnerable online landscape, it is essential to opt for a pioneering and secure solution that stands out in the realm of digital security. Whether you aim to send or receive emails with sizeable confidential attachments or need documents signed, our platform is equipped to facilitate the secure exchange of sensitive information like passwords, credit card details, financial documents, tax returns, incident reports, and any other confidential data you wish to share via email. Trust in our cutting-edge technology to meet the needs and security demands of your organization effectively.

Evaluate the management of resources, time, project scope, accountability, performance, and profit efficiency. TRIYO revolutionizes data discovery for businesses. It provides tracking that is tailored to both clients and specific deals across an extensive array of your existing work tools. The data it gathers is objective, real-time, and unprecedented in its capture. TRIYO's robust platform can integrate various workflows to enhance productivity while offering a transparent view of all tasks and projects. Teams can be created effortlessly, roles assigned, documents edited and commented on, and tasks approved directly within essential documents such as PowerPoint presentations or spreadsheets. Workplace efficiency is assessed through detailed insights derived from user telemetry that captures daily activities. The data is presented through user-friendly graphs, which can be customized according to the needs of the organization. Additionally, users can collaborate seamlessly through email platforms like Outlook and Gmail, facilitating the automatic creation of projects and tasks, the assignment of roles, tracking of deliverables and deadlines, calendar synchronization, and sending reminders to specific team members. This comprehensive approach ensures that all aspects of project management are streamlined and accessible in one location.