DocuWare Features

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

Ability to access documents via a web interface without a client being installed on a device

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Can easily find files via a simple and/or advanced search

iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

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.

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Keep track of incrementally changing versions of the same file.

Multiple users can collaborate on document creation, annotation, and review.

Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms.

Able to create user portals and sites.

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Can easily find files via a simple and/or advanced search.

Ability to access documents via a web interface without a client being installed on a device.

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

Allows users to receive updates when files have been updated, added, deleted or moved.

Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.

Users can work simultaneously on files.

Provides an audit log of changes and enables users to revert to a specific version

Provides an audit log of changes and enables users to revert to a specific version

Allows users to work simultaneously on files.

Allows users to share individual files/folders to persons outside or inside the organization in a secure manner

Allows addition of comments digitally to the document and facilitates maintenance of a comment audit trail in the system

Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.

Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

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.

Administer storage limits by user or group

Choose data center your files should be stored at

Stores and transfers files in secure environment

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.

Access pre-built and custom reports to monitor user activity and storage

Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint

Enables custom integration to external systems

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

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.

Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Enables custom integration to external systems.

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.

The workflow engine provides relevant and customizable conditions on which to execute rules.

Any action a user can perform in the system can be specified as an automated action.

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

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.

Save documents in a variety of file types

Offer the choice between color and black and white scanning

Allow users to crop and edit document formatting

Give users the option to adjust scanning size

Allow users to upload documents directly to the platform

Send as an email attachment

Send directly from the platform

Store and manage previously scanned documents

Let users search for documents within the platform

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Offers reporting to aid in minimizing future lost profits and process breakdown

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Generates comprehensive data needed to conduct a thorough investigation

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)

Processes data from unstructured and semistructured data sources

Allows for mobile upload of documents and images

Provides AI and machine learning tools to accelerate data analysis

Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)

Integrates with other applications to support document storage, document management, process automation and/or workflow management

Supports the conversion of uploaded documents to other file types

Supports operations on both Windows and Mac

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Allows for easy document identification using a unique document number, version reference or other features.

Includes workflows and defines the roles of users who need to create, review and approve each type of documents.

Tracks versions and changes in a project, stores, and monitors those online.

Generates resource-based reports on planned and actual time spend on documents to highlight inconsistencies.

Allows data visualization and analysis capabilities

Generates quality-based reports on the documents to diagnose issues, take remedial action, and/or avoid future complications

Generates automated dashboards and reports on the document information and workflow progress

Controls information access by only allowing authorized users to search, view and retrieve engineering documents

Facilitates verification of document authenticity via QR code scanning feature

Generates automated notifications to inform users during specified events, potential issues, or upon nearing the auto-escalation dates and times.

Assures the user that the system complies with industry regulations like GDPR.

Ensures that all data processed is encrypted for security.

Allows users to generate text based on a text prompt.

Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.

Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).

Enables the user to identify and extract specific entities like names, dates, and addresses from documents.

Gives user the ability to categorize sections of text within the document based on preset criteria.

Provides the user with the capability to validate the extracted data for accuracy.

Enables the user to process multiple documents in a single batch operation.

Gives user the ability to connect to automation technology, such as robotic process automation (RPA).

Enables users to search through the content of processed documents easily.

Allows the user to track changes and manage different versions of a document.

Gives user the ability to train custom machine learning models for specific data extraction tasks.

Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.

Allows the system to understand the context of words and phrases for better data extraction and classification.

Provides the user with the ability to integrate the IDP system into other applications through APIs.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives