Best Document Management Software for Microsoft SharePoint - Page 4

In today's digital-first landscape, static fillable PDFs and web forms feel outdated. It's essential to evolve traditional forms-based procedures into engaging, conversational experiences for users. By offering smooth, mobile-friendly, and guided interactions, businesses can not only attract new customers but also enhance loyalty, all while improving internal processes, mitigating risks, and reducing the need for support services. The outcome is a larger pool of customers eager to engage and less friction throughout the journey—from account creation and onboarding to ongoing service. Failing to rethink the approach to forms at every stage of the customer lifecycle means missing significant opportunities for improvement. This eBook delves into how conventional static forms stifle customer interaction and showcases how innovative companies are redefining the methods used to gather and verify customer information during engagements. Furthermore, it encourages you to re-envision your customers' experiences amid the ongoing wave of digital transformation, ensuring your organization stays competitive and relevant.

The process of creating and overseeing content, web pages, and digital resources has become significantly simpler and more effective. With Evoq Content's user-friendly design, marketers can effortlessly dive in and set up pages rapidly, all without needing help from IT. You can either choose from Evoq’s selection of ready-made layouts or design your own, which can then be stored as a reusable template. The drag-and-drop functionality allows you to easily add elements to your page, and with the slider feature, resizing text blocks is a breeze. The gallery-style layout simplifies the task of locating specific pages, and once you drop a new page into its designated spot, the editing interface appears instantly, enabling you to begin constructing your page. While having a larger group of content creators is beneficial, it may also heighten the risk of human errors occurring. Evoq Content empowers you to expand your content creation team, both internally and externally, while simultaneously protecting your brand’s integrity. This blend of flexibility and security ensures that your digital presence remains robust and reliable.

With intuitive navigation and top-tier search capabilities, your intranet becomes an essential tool for enhancing productivity. Simplifying the process for users to locate necessary resources is crucial. Transform collaboration from mere jargon into tangible outcomes through Bonzai’s user-friendly intranet solution. Bonzai ensures that your team can effortlessly access vital people, content, and file-sharing resources, all supported by our exceptional search functionality. Maintain momentum with integrated team collaboration tools, streamlined workflows, and features for document access, editing, and downloading. Whether you aim to relay your business objectives to the entire organization or target a specific audience, Bonzai equips you with the necessary tools to amplify your message effectively. Boost employee engagement by enabling them to comment, like, and share posts, fostering a vibrant workplace culture. Ultimately, you can witness the success of your internal communication strategy like never before, leading to a more engaged and connected workforce.

Doxis Intelligent Content Automation (ICA) is the next generation of enterprise content management. Powered by AI, the platform connects and automates content to deliver a contextualized content experience and create a future-ready digital workplace.Doxis integrates with a wide range of business applications. The Doxis platform offers cutting-edge solutions for document management, invoice automation, contract management and human resources, in addition to solution suites for business-critical areas like purchase-to-pay. The strategy of the Doxis platform is to help organizations achieve a faster time-to-value, reduce IT bottlenecks and accelerate digital transformation. It does this by empowering business users, e.g. LOB leaders, department heads and project leaders, to quickly and easily customize and roll out content apps honed to their unique needs. These apps are available in the Doxis Fast Starter library, which provides a wide range of pre-configured and easily customizable workspaces for sales, purchasing, service, legal, etc. and for specific sectors like real estate and insurance. Leading market analysts recognize SER as a leading vendor of the enterprise content management market.

MetaDocs by MetaOption LLC is a complete document management system that seamlessly integrates with Microsoft Dynamics 365 Business Central. MetaDocs allows you to quickly scan documents into Dynamics 365 Business Central. You can also drag and drop electronic documents from multiple locations directly into NAV. Users can create rules to store different types of documents in Business Central. These rules can be set up on the SharePoint Intranet, local file storage, cloud storage, or in a specific location. You can access your data from anywhere outside your office with any Web Browser, or mobile using our Android and iOS apps.

LinkSquares, a web application, is designed to make legal and finance teams more efficient. The AI-powered contract repository automatically extracts key terms from contracts and provides key insights through deep search, custom reports, and analytics. LinkSquares helps high-growth companies save hundreds of hours and thousands in costs by eliminating the need to review contracts manually and requiring outside counsel. LinkSquares analyzes and extracts structured data from every contract. The result is more that a full-text search. LinkSquares provides interactive Dashboards, custom reports, and other tools that help you put your contract data into action. LinkSquares provides automation and insight to every stage of your contract lifecycle. You can draft faster, review faster, and get agreements done sooner. LinkSquares does everything except write contracts for you. (And that's something we're also working on.)

Document and Data Preservation. The NeoLedge ECM and EDM solution provides a robust electronic archiving system. Document and data preservation is a meticulously regulated process involving the recording, storing, and retrieving of information. In contrast to traditional physical archiving, which can be prohibitively expensive and cumbersome, electronic archiving offers a more efficient, cost-effective, and secure alternative. Nevertheless, this modern approach to document storage must comply with specific standards to ensure its effectiveness. What measures are in place to maintain the integrity of digitally stored documents throughout their entire lifecycle? The NeoLedge ECM archiving solution not only streamlines the process from scanning to electronic document archiving but also fortifies data confidentiality by implementing stringent retention policies. Furthermore, our archiving solution is designed to seamlessly connect with any external Electronic Records Management (ERM) system, providing a reliable method for securely archiving all your documents. In this way, organizations can ensure comprehensive compliance and security in their document management practices.

From various desktop setups to extensive scanning operations, Alaris capture software adeptly adapts to meet the diverse requirements of your document management systems. For routine tasks essential to office functionality, Smart Touch technology delivers outstanding performance. Meanwhile, Alaris Capture Pro enhances capabilities specifically designed for centralized, high-volume, and critical production scanning tasks. The software solutions provided by Alaris facilitate the rapid transformation of large volumes of paper documents into useful information. With a foundation built on decades of imaging expertise, these solutions are tailored to address specific productivity challenges and needs. A range of options is available to accommodate both centralized and remote scanning requirements, including dedicated desktop systems, thin-client configurations, web access, and mobile capture solutions. Perfect Page technology ensures that images are optimized to achieve the highest quality and accuracy. Images can be automatically enhanced to fit your application’s specifications, featuring advanced functionalities such as color dropout, streak elimination, and noise reduction, thus ensuring that each document meets the necessary standards for clarity and precision. Furthermore, the versatility of Alaris software makes it an invaluable asset for organizations aiming to streamline their document handling processes.

Tailored document management solutions to suit your organization's needs. Allocate less time to handling physical documents and more time to driving your business forward. Experience the convenience of swift access to all your information. Effortlessly search, retrieve, and share files without the hassle of paper. Ensure timely document routing to the appropriate individuals. Get started quickly with ready-to-use technology. Receive comprehensive setup, training, maintenance, and continuous support to empower your team. A reliable system is essential for keeping documents organized. PaperTrail is a robust electronic document management system that efficiently supports and streamlines your vital business processes. Reduce the time spent on paperwork and enhance your focus on process management. Automate operations to ensure compliance while boosting overall efficiency. With customizable workflows and advanced form capabilities, you can route incoming documents to kickstart necessary procedures. Gather essential information for tailored reporting and intelligent searches to make informed decisions. This solution not only simplifies document handling but also transforms the way you manage your business operations.

Streamline cumbersome paper processes by employing automated data capture, optical character recognition (OCR), data extraction, secure routing, and fax services all from a single platform. This system allows for the automatic identification and extraction of information from documents, significantly reducing the need for manual data entry, bolstering accuracy, and providing vigilant monitoring for potential security threats effortlessly. Focus on maintaining data integrity through robust features such as encryption at rest, ongoing content monitoring, and data loss prevention, ensuring compliance with important regulations like HIPAA and PCI DSS. Transition away from outdated hardware by adopting cloud fax services or initiating a hybrid fax solution, which can reduce expenses, eliminate maintenance issues, and support a remote working environment. Enhance multi-function printer (MFP) devices with new user interface buttons, which can even prompt for critical data tailored to your organization's workflows. Upland AccuRoute provides versatile capture, faxing, and delivery options tailored to your needs, whether you prefer on-premise, cloud, or hybrid solutions. Additionally, this system facilitates the secure capture and transmission of sensitive patient information and records, reinforcing the importance of data protection in healthcare settings. By integrating these innovations, businesses can significantly improve efficiency while safeguarding vital information.

Revolutionary cloud-based document capture solutions come equipped with features for routing and faxing, significantly enhancing operational efficiency through automatic document classification and data extraction that seamlessly integrates with any application. Equip your workforce with the ability to process documents in the cloud, allowing them to direct content into tailored workflows or business systems with ease. Optimize and scrutinize your document data using adaptive workflows and centralized dashboards for better oversight. Remote employees can capture documents and images using any device while easily directing them to workflows via our intuitive, universally accessible interface. By implementing automated data extraction and robust quality control measures, the need for manual data entry is minimized, thereby decreasing the likelihood of misfiling crucial information. You can scale your usage according to your needs, with the assurance that our infrastructure is designed to grow alongside your expanding business requirements. Our cutting-edge capture technology leverages machine learning capabilities that enhance image capture and boost data accuracy at each stage of the process, ensuring reliable outcomes for all users. This adaptability not only fosters a more productive environment but also streamlines document handling across diverse platforms.

The adaptable Collaboration Suite designed for high-performing teams, SmartShare consolidates all essential updates into one centralized platform. Its renowned Company Overview feature provides a comprehensive snapshot of customer-related information on a single screen, including details about active projects, deals, contracts, and offerings. SmartShare enhances organizational structure by streamlining the way individuals collaborate and share data. With the centralization of information, teamwork among colleagues and departments sees significant improvement, leading to feedback from customers indicating an average time savings of one hour per employee each day. A sophisticated, integrated access rights management system ensures that data is safeguarded and accessible only to authorized personnel. Access permissions can be customized at various levels, including individual, team, binder, project, and document, providing flexibility and security. Moreover, the incorporation of email management within the shared environment significantly boosts productivity and fosters effective collaboration among team members. This innovative approach not only simplifies communication but also enhances the overall efficiency of the working process.

As the importance of digitization increases, the document lifecycle poses challenges that can lead to operational inefficiencies, especially when employees working remotely need to securely capture, share, and edit documents. With Tungsten eCopy (formerly Kofax eCopy), your organization can streamline both internal and external workflows, facilitating smooth electronic transactions and removing obstacles. By utilizing your smartphone or any multifunctional device (MFD), you can ensure that documents are scanned and converted swiftly and accurately into formats that support your business operations efficiently. Employees can easily upload documents to their required destinations with just a single button press for added convenience. Moreover, the user-friendly embedded MFD interface, equipped with a full-sized keyboard and an interactive touchscreen, enhances the overall experience for all users. This innovative solution not only saves time but also improves collaboration among team members, fostering a more productive work environment.

OpenText Capture Center, previously known as DOKuStar Capture Suite, employs cutting-edge document and character recognition technology to convert various documents into machine-readable formats. The software effectively extracts data from scanned images and faxes, utilizing advanced techniques like OCR, ICR, and IDR, along with adaptive reading capabilities. By minimizing the need for manual data entry and reducing paper processing, Capture Center streamlines business operations, enhances data accuracy, and offers cost savings. The system also boosts data integrity entering your ECM or ERP platforms through automated rule-based classification, extraction, and verification processes. Additionally, it features one-click and manual exception handling to further elevate precision. OpenText Capture Center efficiently captures and digitizes documents, forms, and faxes from a variety of sources, including high-end scanners, Multifunction Peripherals (MFPs), email servers, Microsoft® SharePoint® servers, and FTP locations, ensuring a comprehensive solution for document management. Ultimately, this powerful tool not only increases productivity but also mitigates the risks associated with data entry errors.

The EzeScan Application, along with its Survey Forms Data Extraction solution, offers a way to automate the capture of forms, significantly minimizing the need for manual data entry and, in many cases, completely removing it. This efficient tool features a fast interface that facilitates the extraction and verification of data from documents. Additionally, its exception workflow mechanism ensures that mandatory fields are adhered to, providing clean output data that can be exported in various file formats or integrated into many widely used databases. For records professionals, EzeScan alleviates the challenges of accurately and efficiently capturing vital information. Serving as a batch capture tool, it proves beneficial for managing considerable volumes of both paper-based documents and digital files, including corporate emails. Whether capturing physical documents from a multi-function device (MFD) or registering digital files, EzeScan empowers your staff to seamlessly capture and store documents directly into your business processes from any location. Ultimately, this streamlined approach enhances productivity and ensures data integrity across your organization.

It can be difficult to manage document storage. It is not only important to ensure documents are safe, but also to allow the right users to quickly access them. These are just a few of the challenges. Business-critical emails arrive at an increasing rate. This means that crucial data can become lost or uncontrolled in individual users' inboxes. Invu Document Management software can index and store almost any type of document and is customizable, compliant, and fully text-searchable. It is the ideal solution for managing the large amount of documentation in your organization and reducing dependence on paper documents. Invu Document Management is a flexible solution that integrates with your existing Microsoft and business software. Microsoft Office allows you to import documents electronically and can also scan in emails with attachments or paper documents quickly.

You can sign documents using a variety of signature types, including digital, electronic, biometric and national ID. You have the option of declining or signing documents. You can also delegate documents to sign, co-sign, assign, and many other functions. You can send documents in any file format, including PDF, DOC. You can upload files from Google Drive, One Drive, and DropBox. You can also reuse the templates that you have already used. You can track and observe all documents sent for signature, set different signing orders, comment and send private messages and messages to signers. Cygnature provides Blockchain security for documents. All activities on a document are saved on Blockchain and all time-stamped. Cygnature's mobile app allows users to quickly sign documents. You can integrate e-signature APIs seamlessly into your systems with great flexibility. From the API documentation through to the implementation, all assistance is provided.

atQor Vault serves as a comprehensive document management solution that oversees the entire lifecycle of documents, manages information flow, and ensures compliance with industry standards and regulations. By facilitating secure collaboration, it enhances organizational productivity significantly. This Electronic Document Management System (EDMS) allows users to store electronic files on a centralized platform, enabling complete tracking from creation through to final approval and archival, complete with robust approval procedures, version control, and security measures. Designed to cater to the compliance and collaborative needs of various industries, atQor Vault is a ready-to-implement solution. Its integrated document management and workflow capabilities streamline the processes of editing, reviewing, approving, and publishing documents. Furthermore, it simplifies document creation, organization, and retrieval for users, who can conveniently access files from any device, anywhere, thereby enhancing overall operational efficiency. Overall, atQor Vault not only meets regulatory demands but also empowers users to manage their documents with ease and security.

Attach2Dynamics is an innovative document management tool that allows users to efficiently manage attachments across various cloud storage services such as SharePoint, Dropbox, and Azure Blob Storage directly from Dynamics 365 CRM. It incorporates user-friendly features like drag-and-drop functionality, the ability to browse, and the option to select multiple files or entire folders for upload to the preferred cloud service at once. The interface is designed for easy navigation, allowing users to view all files and folders linked to the current record within the configured cloud storage. Additionally, users can perform a variety of actions such as renaming, creating, emailing, deleting, and previewing files or folders, as well as generating shareable links for easy email distribution, all without leaving the Dynamics 365 CRM environment. This comprehensive integration enhances collaboration and streamlines document handling processes for businesses.

In today's fast-paced environment, information evolves rapidly, compelling professionals to operate both efficiently and with a high degree of accuracy. The manner in which information is stored, shared, and accessed plays a crucial role in this process. With Zenya DOC, the document management system (DMS) from Infoland, users can manage information flows with ease, ensuring access to accurate and pertinent data from any location at any time. This allows them to engage with the most relevant information without unnecessary effort. Users can quickly locate data through a variety of filters and search suggestions, while also keeping documents and workflows current, whether working individually or collaboratively. The platform facilitates the sharing of documents with both internal teams and external stakeholders, ensuring that assessment and authorization processes are streamlined. Immediate access to the most pertinent information is enabled through focused inquiries. With over two decades of expertise in document management across multiple sectors, we are well-equipped to share best practices and provide guidance to help you embark on your document management journey effectively. Our commitment is to empower you to achieve your goals swiftly and efficiently.

DocFinity represents a cutting-edge solution for Enterprise Content Management, Business Process Management, Workflow, and Records Management. It streamlines document handling and enhances business processes with self-service efficiency tailored to various sectors such as accounts payable, accounts receivable, contract management, customer service, human resources, legal, and IT administration. Users can easily scan, upload, import, store, and index diverse types of content, including documents, audio, and video files, all while benefiting from an intuitive search and retrieval system. The platform allows for seamless integration of data and specific functionalities for external users through customizable gateways that reflect your company's branding. By utilizing a user-friendly drag-and-drop workflow design, organizations can standardize the movement of information to both personnel and systems, significantly reducing the potential for human error. Additionally, DocFinity enables the connection of relevant documents and data across various business applications, enhancing overall efficiency and collaboration. As a result, businesses can expect improved productivity and streamlined operations across all departments.

Our Contract Performance Platform extracts commercial terms from contracts and turns them into verified data that improves business performance. Contract Wrangler gives you visibility into all your contract terms and provides insights that can impact cash flows and productivity. You can see what has been agreed to, analyze the effect on your business, as well as a self-maintening database that you don’t have to worry about. A.I. Our attorneys will verify that you have extracted every date-driven event and pertinent term. Unlimited access to a searchable database that contains contract data, insights, milestones, and other information. Native integrations are used to improve enterprise workflows and update peers of record. Convert complex contract data into a simple dashboard with date-driven milestones, events, and obligations. You can get proactive alerts before any important event, such as the auto-renewal or termination of a vendor contract that you don't want to pay for.

Lexion integrates and synchronizes contracts across your systems to create a single source for truth. It is tedious and slow to manually track vital information. Lexion's AI finds the information you need automatically and gives you tools for verification. Reduce time spent on manual review, data entry and common contract questions. To assess compliance, pull up reports. Prepare for audits, financing, or M&A. You should have plenty of notice to cancel or renegotiate contracts. Our white-glove Onboarding provides a fully organized repository for contracts with key terms populated by Lexion’s AI. From the ground up, Lexion is designed with enterprise security, performance, SLA requirements, and enterprise security. Lexion was developed at an acclaimed AI research institute and is funded by a prominent venture fund. Our team is a proven success story in building innovative companies and cutting-edge AI products. We also have the ability to create productivity applications that people want and love.

GScan is a robust scanning application designed to efficiently handle everything from a handful of documents to extensive batches, providing a seamless experience for both physical and digital document processing. It enhances your document management workflow by offering features such as scanning, recognition of 1D and 2D barcodes, automatic separation and classification, comprehensive OCR for full-text recognition, form identification, indexing, and data verification among others. This versatile tool enables the processing of printed and electronic documents sourced from scanners, multifunction devices, network and cloud storage, SharePoint, document management systems, emails, and even mobile devices, while allowing for the storage of fully searchable PDFs in a digital archive. Additionally, GScan is capable of automatically identifying invoices received through various channels and cross-references data with ERP systems, including vendor lists or purchase orders, before exporting the finalized PDFs to your DMS. Beyond its scanning capabilities, GScan ensures that your document management is streamlined and efficient, making it an essential tool for any organization dealing with significant document volumes.

K2C eSignature provides the functionality to electronically sign documents or records within SharePoint environments ranging from the 2010 to 2019 versions, ensuring compliance with US 21 CFR part 11, European Annex 11, and other related regulations. Once installed, users gain access to a new "eSignature" action that can be utilized in SharePoint Designer or Nintex workflows, depending on whether this additional tool is used. This action can be seamlessly integrated at any stage of the workflow, allowing for the collection of one or multiple user signatures without requiring any custom programming or technical expertise. Additionally, it includes features for viewing eSignature records for specific items or documents, along with tailored reports for managers that showcase all electronically signed items or documents within a designated SharePoint site for a selected year or month. Furthermore, the system can dynamically pull the relevant signer from any SharePoint list that tracks the assignment of company roles, thereby streamlining the signature process. With these capabilities, K2C eSignature significantly enhances the efficiency and compliance of document management within organizations.