Laserfiche Features
File Management (18)
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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
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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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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.
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OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
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Versioning
Keep track of incrementally changing versions of the same file.
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Collaboration
Multiple users can collaborate on document creation, annotation, and review.
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Document Assembly
Autogenerate documents based on templates and form submission.
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Form Creation
Able to create and manage submittable user forms.
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Portals and Sites
Able to create user portals and sites.
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Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
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Search
Can easily find files via a simple and/or advanced search.
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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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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 (14)
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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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Access Controls/Permissions
Define levels of authorization for access to specific files or systems
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Data Unification
Compile data from across all systems so that users can view relevant information easily.
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Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Real-Time Data
Receive data and information in real time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
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 (9)
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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
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Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
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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 with other systems of record such as CRM, ERP, Outlook, Sharepoint.
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APIs
Enables custom integration to external systems.
Workflow (19)
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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.
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Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
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Activities
Any action a user can perform in the system can be specified as an automated action.
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Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
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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.
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Metadata Management
Collect and maintain structured information that describes data or content
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Digital Asset Management
Manage digital assets
Task Management
Create, manage and track all task activities and progression
File Management
Create, save, and store files
Forms Management
Store, manage and track all forms in a centralized location
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Website Management
Built-in website builder or integration with third-party site
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Customization (11)
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Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
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Process Design
The ability to create custom workflows aligned with business objectives.
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Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
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No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
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Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
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Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
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Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
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Multi-page Forms
Allows users to create forms with more than one page
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Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Process Management (7)
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Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
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Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
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Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
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Unstructured Processes
Provides the ability to manage unstructured processes.
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API Connection
Connect with existing systems via API.
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Intelligence
Gives user machine learning tools for intelligent process improvement
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Document Approval
Streamline and simplify document approval processes.
Edit (4)
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File Type
Save documents in a variety of file types
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Color
Offer the choice between color and black and white scanning
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Crop
Allow users to crop and edit document formatting
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Size
Give users the option to adjust scanning size
Logistics (5)
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Upload
Allow users to upload documents directly to the platform
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Email Attachment
Send as an email attachment
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Direct Send
Send directly from the platform
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Document Management
Store and manage previously scanned documents
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Search
Let users search for documents within the platform
Invoice Management (3)
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Capture
Provide features to capture invoices such as import or scanning
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Supplier Portal
Allow suppliers to submit invoices using an online portal
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Repository
Deliver a central repository of AP documents, such as POs and invoices
Invoice Processing (5)
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Matching
Ability to match AP invoices to POs, contracts, or payments
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Payments
Identify incomplete or late supplier payments
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Workflows
Include workflows for approvals and invoice processing
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Tax Compliance
Comply with local and global tax regulations for collections
Recurring Payments
Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)
Analytics (3)
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Due Dates
Track invoices based on due dates to identify overdue payments
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Benchmarking
Ability to compare AP automation metrics with other companies
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KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
Integration (4)
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Accounting
Provide integration with accounting and financial management software
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Payment Integration
Integrate with payment gateways and enterprise payments software
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ERP
Deliver integrations with accounting modules of ERP systems
ERP integration
Integrate with existing ERP systems
Digital Workflows (3)
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Logic and Conditions
Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.
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No-Code Or Low-Code
Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.
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Document Management
Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.
Forms (3)
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Data Mapping
Integrates data and processes from multiple sources into a single system.
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Templates
Build interfaces once and use them across one or more processes.
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Mobile-Friendly Forms
Gives the user the ability to build and use forms on mobile devices.
Automation (4)
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Workflow Automation
Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.
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Workflow Mapping
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
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Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
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Robotic Process Automation
Offers the ability to record processes performed by humans to be recreated by bots.
Risk (3)
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Analysis
Reduces future risks through root cause analysis and process improvement
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Identification
Reduces frequency of errors, identifies risk and improves efficiency
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Scoring
Scores suppliers and employees based on risk factors
Recovery (2)
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Recoup
Identifies and recoups funds and prevents errors from happening again
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Reporting
Offers reporting to aid in minimizing future lost profits and process breakdown
Audit (4)
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Filters
Includes a library of audit-tested filters to identify AP outliers that are outside company policy
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Post Audits
Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims
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Overpayments
Detects and prevents a wide range of overpayment errors
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Duplicates
Detects and prevents a wide range of duplicate payments
Fraud (3)
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Vendor Checks
Enables automatic checks of new vendors being set up in the system to combat potential billing schemes
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Data Generation
Generates comprehensive data needed to conduct a thorough investigation
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Monitoring
Provides continuous, proactive fraud monitoring across multiple systems and data formats
Process Development (1)
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Operating System (3)
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PC Operating System
Supports Microsoft Windows operating system
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Mac Operating System
Supports macOS operating system
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Linux Operating System
Supports Linux operating system
Document Processing (10)
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File Type
Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)
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Data Extraction
Processes data from unstructured and semistructured data sources
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Mobile Capability
Allows for mobile upload of documents and images
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Intelligent Processing
Provides AI and machine learning tools to accelerate data analysis
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Image Enhancement
Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)
Text Extraction
Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF)
Metadata Extraction
Retrieval of embedded metadata that is present within a file
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Platform Additional Functionality (4)
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Integration
Integrates with other applications to support document storage, document management, process automation and/or workflow management
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File Conversion
Supports the conversion of uploaded documents to other file types
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Windows and Mac
Supports operations on both Windows and Mac
Document Conversion
Convert documents and images into editable file formats
Additional Functionality (303)
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Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
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Offline Capability
Can used without an internet connection
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Notifications
Sends notifications when a completed form is recieved
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Payments
Contains integrations with payment processors, enabling users to accept payments through forms
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Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Customizable Forms
Customize contracts and forms to collect specific information
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Online Banking
Ability to manage transactions online with a mobile device or computer.
1099 Preparation
Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Receipt Management
Upload, track, and submit receipts in a central database
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Fraud Detection
Identify and prevent suspicious activity
Duplicate Payment Alert
Receive an automatic notification when the exact same payment is about to be initiated for the second time
Document Management
Store, manage, and track all electronic documents in a centralized location
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Inventory Management
Track and manage inventory levels to maintain proper supply
Check Writing
Issue payments to third parties via checks
Mobile Access
Access software remotely via mobile devices
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Currency
Manage and handle various international currencies
Status Tracking
Track the status over time for a request, process, asset, or transaction
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Anomaly Detection
Automatically identify unusual behavior
API
Application programming interface that allows for integration with other systems/databases
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Aging Tracking
Categorizes outstanding invoices based on the amount of time they have remained unpaid
Supplier Management
Manage all supplier data and operations
General Ledger
Centralized accounting record which tracks all financial transactions
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Bank Reconciliation
Compare and match accounting/financial records with corresponding bank statements
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Reports
Alter the layout and content of reports
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Electronic Funds Transfer
Transfer money electronically between two bank accounts
Purchase Order Reconciliation
Aligns purchase orders with incoming invoices and receiving reports
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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
Content Library
Centralized repository to store content and assets
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Information Governance
Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.
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
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Indexing
Compile and organize data into specific metrics
Filtering
Find & retrieve relevant data or documents
Electronic Signature
Digitally sign online documents
Version Control
Track revisions and updates made to files and navigate between different versions
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Single Sign On
Allow users to access multiple services after entering their login credentials once
Image Editing
Edit, touch up, and convert images for publishing
Customizable Branding
Add customized logos and colors to align with company branding
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
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
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Configurable Workflow
Configure existing workflows to meet your organization's needs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Login
At least a username and password is required to access the system
Content Delivery
Distributing content through various platforms or channels
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Capture
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Templates
Sample files or documents that could be customized as needed or used as is
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
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
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
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
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
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Autofill
Automatically populating fields or sections within a form
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Convert to PDF
Create, edit, convert to and from PDF files
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Media Library
Collection of images, videos and other digital content that can be used
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Full Text Search
Search for specific words or phrases within a document or database
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Forms Management
Store, manage and track all forms in a centralized location
Electronic Signature
Digitally sign online documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Content Scan
Scan written content within documents, files, or websites
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Annotations
Highlight content and/or make notations about parts of content
Electronic Signature
Digitally sign online documents
File Transfer
Move files across different systems or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Document Review
Review and analyze existing information across documents
Document Storage
Store and organize documents in a centralized system
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
Text Editing
Edit text as needed
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Editing
Makes changes to document features such as text, fonts, formatting, etc.
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Document Imaging
Convert paper files into digital images
Full Text Search
Search for specific words or phrases within a document or database
Multiple Output Formats
Create content in various formats, such as print, PDF, HTML and more
Secure Data Storage
Securely stores data to prevent data loss or breaches
Convert to PDF
Create, edit, convert to and from PDF files
Data Import/Export
Import and export data to and from software applications
ID Scanning
Scan and validate an ID barcode
Zone Selection Tool
Selects specific portions of images, files, texts, websites or documents
Language Detection
Identify different languages
Document Management
Store, manage, and track all electronic documents in a centralized location
API
Application programming interface that allows for integration with other systems/databases
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Indexing
Compile and organize data into specific metrics
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Task Progress Tracking
Track the status and progress of tasks
API
Application programming interface that allows for integration with other systems/databases
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Commenting/Notes
Leave comments and notes on documents for others to view
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Process Change Tracking
Document any changes or proposed changes made to business processes or workflows
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Updates
Receive system updates as soon as any changes are made
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Fields
Customize data fields to support various needs and use cases
Version Control
Track revisions and updates made to files and navigate between different versions
Forms Automation
Automate repetitive tasks such as filling out information or creating certain types of forms
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
Activity Tracking
Track and document all activities across devices, networks, and other systems
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Management
Create, manage and track all task activities and progression
Customizable Reports
Alter the layout and content of reports
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
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
Generative AI (3)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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 (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 Process Management (8)
Multi-step Planning
Ability to break down and plan multi-step processes
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - OCR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Digital Process Automation (DPA) (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



