Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. 23 reviewers of AODocs have provided feedback on this feature.
Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. 22 reviewers of AODocs have provided feedback on this feature.
OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. 12 reviewers of AODocs have provided feedback on this feature.
Versioning
Keep track of incrementally changing versions of the same file. This feature was mentioned in 21 AODocs reviews.
Collaboration
Based on 21 AODocs reviews. Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
As reported in 14 AODocs reviews. Autogenerate documents based on templates and form submission.
Form Creation
As reported in 18 AODocs reviews. Able to create and manage submittable user forms.
Portals and Sites
Able to create user portals and sites. 15 reviewers of AODocs have provided feedback on this feature.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. 14 reviewers of AODocs have provided feedback on this feature.
Search
Based on 23 AODocs reviews. Can easily find files via a simple and/or advanced search.
Web Interface
Ability to access documents via a web interface without a client being installed on a device. This feature was mentioned in 20 AODocs reviews.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. 11 reviewers of AODocs have provided feedback on this feature.
Workflow (5)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. This feature was mentioned in 22 AODocs reviews.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules. This feature was mentioned in 22 AODocs reviews.
Activities
Based on 21 AODocs reviews. Any action a user can perform in the system can be specified as an automated action.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. This feature was mentioned in 24 AODocs reviews.
Case Management
Based on 16 AODocs reviews. System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Platform (5)
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. 13 reviewers of AODocs have provided feedback on this feature.
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 23 reviewers of AODocs have provided feedback on this feature.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage. 17 reviewers of AODocs have provided feedback on this feature.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. 14 reviewers of AODocs have provided feedback on this feature.
APIs
As reported in 14 AODocs reviews. Enables custom integration to external systems.
Contract Creation & Management (4)
Contract Creation
Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Collaboration (2)
Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Other Platform Features (5)
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
Contract Compliance
Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations
Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
E-Signature
Ability to e-sign legally-binding contracts within the same platform.
Contract Data (1)
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Contract Lifecycle Management (CLM) (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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