[ SmartVault Reviews ](https://www.g2.com/products/smartvault/reviews) [ SmartVault Reviews ](https://www.g2.com/products/smartvault/reviews) # SmartVault Features ##### ## File Management (6) 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 Video Support Supports various video file formats Show More ##### ## Collaboration (15) 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 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 Billing and Invoicing Provides billing and invoicing within the application. Instant Messaging Provides internal and/or external instant messaging capability. Project Management Offer project management features like task creation and tracking within the application. Analytics Offer analytics concerning productivity or client engagement. Time Tracking Allows businesses to track time spent on projects within the application. Mobile Application Provides a mobile application. Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Show More ##### ## Administration (20) 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 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 Show More ##### ## Platform (4) 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 Show More ##### ## Content (5) Document Collaboration Allows users to simultaneously collaborate on a document within the application. Versioning Stores different versions of a document. E-Signature Allows users to provide an e-signature within the platform. File Request Allows businesses to request files from clients. Feedback Allows businesses to solicit feedback on projects or documents from clients. Show More ##### ## 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 Show More ##### ## Additional Functionality (117) 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 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 Show More ## Top-Rated Alternatives [ ![Progress ShareFile](https://images.g2crowd.com/uploads/product/hd_favicon/0f72809916b93e221e68872730635739/progress-sharefile.svg "Progress ShareFile") Progress ShareFile 4.2/5(1,542) ](https://www.g2.com/products/progress-sharefile/reviews) [ 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