R2 Docuo Features
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
Based on 31 R2 Docuo reviews. 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. This feature was mentioned in 31 R2 Docuo reviews.
OCR Scanning
Based on 18 R2 Docuo reviews. Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
Based on 32 R2 Docuo reviews. Keep track of incrementally changing versions of the same file.
Collaboration
Based on 33 R2 Docuo reviews. Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Autogenerate documents based on templates and form submission. 29 reviewers of R2 Docuo have provided feedback on this feature.
Form Creation
Able to create and manage submittable user forms. 26 reviewers of R2 Docuo have provided feedback on this feature.
Portals and Sites
As reported in 25 R2 Docuo reviews. 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. This feature was mentioned in 29 R2 Docuo reviews.
Search
Can easily find files via a simple and/or advanced search. This feature was mentioned in 32 R2 Docuo reviews.
Web Interface
Ability to access documents via a web interface without a client being installed on a device. 32 reviewers of R2 Docuo have provided feedback on this feature.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. This feature was mentioned in 21 R2 Docuo reviews.
Collaboration (3)
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.
Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Administration (3)
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.
Security
Stores and transfers files in secure environment
Platform (9)
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
Based on 18 R2 Docuo reviews. Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
As reported in 30 R2 Docuo reviews. 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. 26 reviewers of R2 Docuo have provided feedback on this feature.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. This feature was mentioned in 11 R2 Docuo reviews.
APIs
As reported in 16 R2 Docuo reviews. Enables custom integration to external systems.
Workflow (5)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. This feature was mentioned in 35 R2 Docuo reviews.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules. This feature was mentioned in 33 R2 Docuo reviews.
Activities
Any action a user can perform in the system can be specified as an automated action. 32 reviewers of R2 Docuo have provided feedback on this feature.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. 31 reviewers of R2 Docuo have provided feedback on this feature.
Case Management
Based on 29 R2 Docuo reviews. System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Data Sources (2)
Software
Integrate with software such as ERP or CRM to use data for document generation
Spreadsheets
Allows users to generate documents using information from spreadsheets
Generation (3)
Templates
Include templates for various types of documents such as invoices or quotes
Automation
Automate document generation based on customizable rules
Branding
Allow users to personalize documents for branding purposes
Delivery (2)
Workflow
Define and manage workflows for document distribution
Batch
Provide the ability to generate and deliver documents by batch
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
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 - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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