DocuWare Features
Platform (17)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
Is accessible from a mobile device and by users on the go.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboards
Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
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.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
Enables custom integration to external systems
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
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.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Enables custom integration to external systems.
File Management (17)
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
Web Interface
Ability to access documents via a web interface without a client being installed on a device
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Search
Can easily find files via a simple and/or advanced search
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
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.
OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
Keep track of incrementally changing versions of the same file.
Collaboration
Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Autogenerate documents based on templates and form submission.
Form Creation
Able to create and manage submittable user forms.
Portals and Sites
Able to create user portals and sites.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
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.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Collaboration (8)
File following
Allows users to receive updates when files have been updated, added, deleted or moved.
File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
Simultaneously Editing
Users can work simultaneously on files.
Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Change Tracking
Provides an audit log of changes and enables users to revert to a specific version
Simultaneous Access
Allows users to work simultaneously on files.
File Sharing
Allows users to share individual files/folders to persons outside or inside the organization in a secure manner
Commenting on Documents
Allows addition of comments digitally to the document and facilitates maintenance of a comment audit trail in the system
Administration (6)
User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
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.
Storage Limits
Administer storage limits by user or group
Storage Zones
Choose data center your files should be stored at
Security
Stores and transfers files in secure environment
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.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
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.
Case Management
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 Content (5)
Forms Library
Provides users with a pre-built library of templated forms related to the hiring process.
E-Forms
Provides electronic forms for employees to complete.
E-Signature
Enables new hires to sign forms electronically.
Offer Letter Approvals
Provides user with offer letter templates.
Offer Letter Templates
Enables all stakeholders to approve offer letters.
Platform Additional Functionality (6)
Automated Team Introductions
Introduces new hires to employees based on org chart.
Automated Onboarding Workflows
Provides workflows which track new hire progress.
Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager.
Integration
Integrates with other applications to support document storage, document management, process automation and/or workflow management
File Conversion
Supports the conversion of uploaded documents to other file types
Windows and Mac
Supports operations on both Windows and Mac
Platform Data (2)
Onboarding Process Reporting
Provides holistic Metrics on the onboarding process.
Visualization
Contains tools to visalize data sets or workflows.
Edit (4)
File Type
Save documents in a variety of file types
Color
Offer the choice between color and black and white scanning
Crop
Allow users to crop and edit document formatting
Size
Give users the option to adjust scanning size
Logistics (5)
Upload
Allow users to upload documents directly to the platform
Email Attachment
Send as an email attachment
Direct Send
Send directly from the platform
Document Management
Store and manage previously scanned documents
Search
Let users search for documents within the platform
Setup (4)
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Management (3)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software
Invoice Management (3)
Capture
Provide features to capture invoices such as import or scanning
Supplier Portal
Allow suppliers to submit invoices using an online portal
Repository
Deliver a central repository of AP documents, such as POs and invoices
Invoice Processing (4)
Matching
Ability to match AP invoices to POs, contracts, or payments
Payments
Identify incomplete or late supplier payments
Workflows
Include workflows for approvals and invoice processing
Tax Compliance
Comply with local and global tax regulations for collections
Analytics (2)
Due Dates
Track invoices based on due dates to identify overdue payments
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
Integration (3)
Accounting
Provide integration with accounting and financial management software
Payment Integration
Integrate with payment gateways and enterprise payments software
ERP
Deliver integrations with accounting modules of ERP systems
Recruiting and Onboarding (2)
Interview Scheduling
Coordinates interview scheduling via email, phone, or text
Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Recovery (1)
Reporting
Offers reporting to aid in minimizing future lost profits and process breakdown
Audit (3)
Filters
Includes a library of audit-tested filters to identify AP outliers that are outside company policy
Overpayments
Detects and prevents a wide range of overpayment errors
Duplicates
Detects and prevents a wide range of duplicate payments
Fraud (1)
Data Generation
Generates comprehensive data needed to conduct a thorough investigation
Operating System (3)
PC Operating System
Supports Microsoft Windows operating system
Mac Operating System
Supports macOS operating system
Linux Operating System
Supports Linux operating system
Document Processing (5)
File Type
Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)
Data Extraction
Processes data from unstructured and semistructured data sources
Mobile Capability
Allows for mobile upload of documents and images
Intelligent Processing
Provides AI and machine learning tools to accelerate data analysis
Image Enhancement
Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)
Customization (4)
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Allows users to create forms with more than one page
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Additional Functionality (5)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Data Management (3)
Document Identification
Allows for easy document identification using a unique document number, version reference or other features.
Workflows
Includes workflows and defines the roles of users who need to create, review and approve each type of documents.
Version Control
Tracks versions and changes in a project, stores, and monitors those online.
Dashboards (4)
Resource-based Reports
Generates resource-based reports on planned and actual time spend on documents to highlight inconsistencies.
Data Visualization and Analysis
Allows data visualization and analysis capabilities
Quality-Based Reports
Generates quality-based reports on the documents to diagnose issues, take remedial action, and/or avoid future complications
Automated Dashboards
Generates automated dashboards and reports on the document information and workflow progress
Security (5)
Authorization
Controls information access by only allowing authorized users to search, view and retrieve engineering documents
QR Code
Facilitates verification of document authenticity via QR code scanning feature
Updates on Files
Generates automated notifications to inform users during specified events, potential issues, or upon nearing the auto-escalation dates and times.
Compliance Standards
Assures the user that the system complies with industry regulations like GDPR.
Data Encryption
Ensures that all data processed is encrypted for security.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Data Capture (2)
Multi-format Support
Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.
OCR Capabilities
Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).
Data Extraction (2)
Entity Recognition
Enables the user to identify and extract specific entities like names, dates, and addresses from documents.
Text Classification
Gives user the ability to categorize sections of text within the document based on preset criteria.
Data Validation (1)
Accuracy Checking
Provides the user with the capability to validate the extracted data for accuracy.
Workflow Automation (2)
Batch Processing
Enables the user to process multiple documents in a single batch operation.
Process Integration
Gives user the ability to connect to automation technology, such as robotic process automation (RPA).
Document Management (2)
Search Functionality
Enables users to search through the content of processed documents easily.
Version Control
Allows the user to track changes and manage different versions of a document.
Machine Learning (1)
Custom Model Training
Gives user the ability to train custom machine learning models for specific data extraction tasks.
Natural Language Processing (1)
Sentiment Analysis
Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.
Semantic Analysis (1)
Contextual Understanding
Allows the system to understand the context of words and phrases for better data extraction and classification.
Data Integration (1)
API Support
Provides the user with the ability to integrate the IDP system into other applications through APIs.
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 - Cloud Content Collaboration (3)
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
Agentic AI - OCR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Onboarding (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
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
Agentic AI - AP Automation (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives






