Clinked Features
File Management (6)
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Device Syncing
Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
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Web Interface
Ability to access documents via a web interface without a client being installed on a device
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File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
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Search
Can easily find files via a simple and/or advanced search
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Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
Video Support
Supports various video file formats
Collaboration (15)
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File following
Allows users to receive updates when files have been updated, added, deleted or moved.
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File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
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Simultaneously Editing
Users can work simultaneously on files.
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Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Activity Tracking
Track and document all activities across devices, networks, and other systems
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Screen Sharing
Digitally share screen view with others
Real Time Editing
Preview and make real-time changes in the web content
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Billing and Invoicing
Provides billing and invoicing within the application.
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Instant Messaging
Provides internal and/or external instant messaging capability.
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Project Management
Offer project management features like task creation and tracking within the application.
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Analytics
Offer analytics concerning productivity or client engagement.
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Time Tracking
Allows businesses to track time spent on projects within the application.
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Mobile Application
Provides a mobile application.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Administration (20)
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User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
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Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
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Device Management
Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.
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Storage Limits
Administer storage limits by user or group
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Storage Zones
Choose data center your files should be stored at
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Security
Stores and transfers files in secure environment
Calendar Management
Track and manage schedules and meetings via an integrated calendar
File Management
Create, save, and store files
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Email Management
Manage, store and organize emails within the system or via third-party apps
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Task Management
Create, manage and track all task activities and progression
Website Management
Built-in website builder or integration with third-party site
Secure Data Storage
Securely stores data to prevent data loss or breaches
Platform (4)
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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.
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Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
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System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
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APIs
Enables custom integration to external systems
Business Instant Messaging (9)
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File Sharing
Allows users to send and open various file types.
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Notifications
Notifies users when they have been contacted or tagged.
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Search
Message content search capability.
Screen Sharing
Digitally share screen view with others
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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Mobile Application
Software can be accessed through a downloadable mobile application.
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Web Application
Software can be accessed through a downloadable desktop app or a cloud-based site.
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Active Directory Integration
Integrates with Active Directory
Business Instant Messaging (4)
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Audio Conferencing
Allows users to communicate via audio call.
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Video Conferencing
Allows users to communicate via video call.
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Conferencing
Platform Basics (4)
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Access Controls/Permissions
Define levels of authorization for access to specific files or systems
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Mobile
Offers user access across mobile platforms
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Document Security
Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Platform Content (1)
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File Sharing
Has secure file sharing capabilities for internal or external sharing
Platform Additional Functionality (2)
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Remote Shred
Allows users to quickly revoke document access even after download
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Watermarks
Automatically generates watermarks on documents when it is downloaded, viewed or printed
Platform Data (1)
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Reporting
Provides metrics around user history, such as document views and edits
Platform Performance (2)
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Bulk Upload
Allows users to upload several files at once
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Full Text Search
Find content or files using keywords, metadata, tags, etc.
Content (5)
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Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
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Versioning
Stores different versions of a document.
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E-Signature
Allows users to provide an e-signature within the platform.
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File Request
Allows businesses to request files from clients.
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Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Generative AI - Business Instant Messaging (1)
Text Summarization
Condenses long documents or text into a brief summary.
AI - Business Instant Messaging (5)
AI Powered Search
Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms.
Smart Notifications
Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work.
AI Powered Language Translation
Uses AI-powered language translation tools to translate messages in real-time.
Content Generation
Creates, assists, or automates the generation of text-based content within the platform.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Cloud Content Collaboration (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Business Instant Messaging (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Multi-Language
Manage and support multiple languages
Agentic AI - Employee Intranet (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Personalization
Adjust communications based on previous interactions or personal preferences
Additional Functionality (286)
Electronic Signature
Digitally sign online documents
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Automatic Backup
Data is backed up automatically to prevent data loss
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
File Management
Create, save, and store files
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Document Review
Review and analyze existing information across documents
Mobile Access
Access software remotely via mobile devices
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Data Storage Management
Manage and store data in a database
Indexing
Compile and organize data into specific metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
File Upload by Email
Send documents directly to data room from email
Secure Data Storage
Securely stores data to prevent data loss or breaches
Authentication
Verify the identity of users/devices to enable secure access
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Commenting/Notes
Leave comments and notes on documents for others to view
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Factor Authentication
Request two or more credentials to prove user's identity before granting access to systems
Secure File Viewer
Secure online viewing of sensitive documents
Version Control
Track revisions and updates made to files and navigate between different versions
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Customizable Branding
Add customized logos and colors to align with company branding
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Audio/Video Conferencing
Audio/Video Conferencing
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Commenting/Notes
Leave comments and notes on documents for others to view
Chat/Messaging
Communicate using direct chat or messages within the system
Configurable Workflow
Configure existing workflows to meet your organization's needs
Electronic Signature
Digitally sign online documents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Planning
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Encryption
Convert data into a code for security
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Content Publishing Options
Facilitates online authoring and publishing of the content
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Group Messaging
Group messaging lets multiple people carry on a group conversation
Bulk Send
Process of sending a large number of documents, messages or emails to multiple recipients at once
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Mobile Access
Access software remotely via mobile devices
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Contact Management
Manage, organize, and store contact information
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Message Recall
Retrieve sent messages from mailboxes of recipients who haven't yet opened it
Canned Responses
Shortcuts for inputting frequently used messages
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Workflow Configuration
Alter the default workflow to meet your organization's needs
Single Sign On
Allow users to access multiple services after entering their login credentials once
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Task Management
Create, manage and track all task activities and progression
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Read Receipts
Ability to see if recipient has viewed/opened the message
@mentions
An @mention is a way to tag or notify a specific person about a message/post
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Secure Data Storage
Securely stores data to prevent data loss or breaches
Activity Tracking
Track and document all activities across devices, networks, and other systems
Broadcast Messaging
Notify large groups of people simultaneously about important updates.
Customizable Branding
Add customized logos and colors to align with company branding
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Commenting/Notes
Leave comments and notes on documents for others to view
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
One-to-One Messaging
Send personal messages to clients or attendees
Event Calendar
A list of events with their respective dates
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Updates
Receive system updates as soon as any changes are made
Employee Photos
Store photos of employees
Mobile Alerts
Notifications via mobile devices
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Blogs
Allows users to publish blogs on social site
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity/News Feed
Continuous profile-based stream of news and activity
Employee Communities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Management
Create, manage and track all task activities and progression
Employee Portal
Online portal where employees can access and track their own information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Multi-Language
Manage and support multiple languages
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Active Directory Integration
Integrates with Active Directory
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Wiki
An informational database that allows users to add, delete, or revise content
Event Calendar
A list of events with their respective dates
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Single Sign On
Allow users to access multiple services after entering their login credentials once
File Management
Create, save, and store files
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Branding
Add customized logos and colors to align with company branding
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Blogs
Allows users to publish blogs on social site
Policy Management
Create, manage, and track policies and procedures within an organization
API
Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Content Library
Centralized repository to store content and assets
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Private Network
Private network of devices, such as a WAN or LAN, that is only accessible to authorized users and not the public
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Chat/Messaging
Communicate using direct chat or messages within the system
Document Storage
Store and organize documents in a centralized system
Mobile Access
Access software remotely via mobile devices
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Commenting/Notes
Leave comments and notes on documents for others to view
Customizable Forms
Customize contracts and forms to collect specific information
Document Management
Store, manage, and track all electronic documents in a centralized location
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Document Lifecycle Management
Series of processes that a document goes through from creation to archiving
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
For Legal Professionals
Specifically designed to address the needs of law firms and legal departments
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Risk Assessment
Initiate collection and analysis of known risks
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Quality Control
Ensure that quality requirements and standards are met across production processes
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Secure Data Storage
Securely stores data to prevent data loss or breaches
Mobile Access
Access software remotely via mobile devices
Version Control
Track revisions and updates made to files and navigate between different versions
Task Management
Create, manage and track all task activities and progression
Indexing
Compile and organize data into specific metrics
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Tracking
Track and document all activities across devices, networks, and other systems
Disaster Recovery
Plan and implement business continuity measures in case of unforeseen events
Multiple Format Support
Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
Change Management
Track and monitor efficient handling of all changes/transitions
File Management
Create, save, and store files
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Import/Export
Import and export data to and from software applications
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
API
Application programming interface that allows for integration with other systems/databases
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Electronic Signature
Digitally sign online documents
Document Review
Review and analyze existing information across documents
Full Text Search
Search for specific words or phrases within a document or database
Revision History
Track what was updated, who made the changes, compare two revisions, and revert or perform another revision
Real-Time Reporting
Active reporting of data and metrics
Forms Management
Store, manage and track all forms in a centralized location
Document Generation
Custom forms to streamline repetitious aspects of a document
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Access Expiration Management
Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Metadata Extraction
Retrieval of embedded metadata that is present within a file
Commenting/Notes
Leave comments and notes on documents for others to view
Document Editing
Makes changes to document features such as text, fonts, formatting, etc.
File Recovery
Recover lost, deleted, or damaged files
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Annotations
Highlight content and/or make notations about parts of content
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Document Capture
Scan, move or upload electronic files within the software's repository
File Conversion
Convert files to a different format
Document Storage
Store and organize documents in a centralized system
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Metadata Management
Collect and maintain structured information that describes data or content
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Autosave
The system automatically saves work on an interval without the user needing to manually save
For Engineering Documents
Training Management
Track employee/learner's progression through training programs
Version Rollback
The process of reverting to a previous version or state
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Status Tracking
Track the status over time for a request, process, asset, or transaction
Version Comparison
The process of cross-checking new versions with previous copies to identify changes
Document Check-in/Check-out
Document Check-in/Check-out
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customizable Forms
Customize contracts and forms to collect specific information
Employee Portal
Online portal where employees can access and track their own information
Customizable Branding
Add customized logos and colors to align with company branding
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Unified Directory
Store, modify, and track user accounts and access in a centralized directory
Data Security
Protect sensitive data for digital privacy
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Active Directory Integration
Integrates with Active Directory
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Management
Create, manage and track all task activities and progression
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Forms Management
Store, manage and track all forms in a centralized location
Document Management
Store, manage, and track all electronic documents in a centralized location
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Workflow Management
Create, design and manage workflows for repetitive tasks
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Content Library
Centralized repository to store content and assets
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Version Control
Track revisions and updates made to files and navigate between different versions
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Secure Data Storage
Securely stores data to prevent data loss or breaches
Chat/Messaging
Communicate using direct chat or messages within the system
Commenting/Notes
Leave comments and notes on documents for others to view
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
API
Application programming interface that allows for integration with other systems/databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges


