[ SuiteFiles Reviews ](https://www.g2.com/products/suitefiles-suitefiles/reviews) [ SuiteFiles Reviews ](https://www.g2.com/products/suitefiles-suitefiles/reviews) # SuiteFiles Features ##### ## Platform (25) Custom Branding Custom branding can be applied through signature process User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Performance and Reliability Integration APIs Email Management Manage, store and organize emails within the system or via third-party apps Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Forms Management Store, manage and track all forms in a centralized location Contact Management Manage, organize, and store contact information Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Event Management Schedule and manage the logistics of activities and other gatherings Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Expiration Management Track and manage expiration of various items including products, warranties, licenses, and contracts Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Video Management Store and manage online video content 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 ##### ## Signature Process (10) Document Signing Allows signor to easily and intuitively sign documents Reminders and Expirations Reminds signors of documents that are waiting to be signed and document expiration dates Sign-In Process Process of authenticating is secure and seemless Mobile Signatures User can easy send and sign documents on mobile devices Signature Workflow Sendor/Adminstrators can easily set up and track documents through multiple signature steps Bulk Digital Signatures Send documents requiring signature to 1000's of signers at once Reporting Provides standard reports and easy creation of custom reports to manage signature process Signature Document Creation Easy to create signature blocks on all required electronic document types/formats Multi-Party Signing Share documents with different users to collect multiple signatures Electronic Signature Digitally sign online documents Show More ##### ## Security and Scalability (3) Regulatory Compliance Meets required regulartory compliances Signature History and Audit Tracks all document signing history to comply with required regulations Enterprise Scalability Provides features to allow scaling for large organizations Show More ##### ## 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 (19) 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 Instant Messaging Provides internal and/or external instant messaging capability. Project Management Offer project management features like task creation and tracking within the application. 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 Multi-User Collaboration Allows multiple users to collaborate on a single document and see edits in real-time Real-Time Communication Allows users to communicate in real-time via chat and comments within the document Collaboration Provide repository to collaborate on email, clients, jobs and tasks Tasks Create tasks and sub-tasks with assignee, status and due date Version Control Provide real-time access of files with the most updated versions Approval Process Control Manage the process of evaluating documents or requests submitted for approval 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 ##### ## 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 ##### ## Data Sources (3) 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 Documents Ability to generate new documents using other documents in multiple formats Show More ##### ## Generation (6) 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 Email Templates Pre-made examples and templates for emails Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Show More ##### ## Delivery (4) Workflow Define and manage workflows for document distribution Schedule Create a schedule to deliver documents at predefined times Batch Provide the ability to generate and deliver documents by batch Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Integrate & Embed (3) Calendar Integrates with calendars to link relevant documents for meetings or appointments Website Embeds live documents into websites Applications Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software Show More ##### ## Edit & Revise (3) Revision History Tracks changes made to documents and access all revision history Suggestion Mode When reviewing documents, provides suggestions that can be accepted or rejected by the document owner Document Editor Provides editing and proof-reading tools such as spell check and grammar check Show More ##### ## File Types (3) Export Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format Import Imports documents in multiple file formats for editing Web Publishing Transforms a document into a web page and publish to the internet Show More ##### ## Design (3) Graphics Ability to insert graphics, including photos, charts, drawings, graphs, etc. Templates Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc. Themes Offer various color themes which can be applied to the document Show More ##### ## 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 Show More ##### ## Communication (3) Client Portals Provide portals for customers to communicate with accountants Automation Automate client requests and reminders Consolidation Consolidate communication between accountants and clients Show More ##### ## Billing (1) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Onboarding (3) Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Checklists Assing tasks and checklists to new clients New Client Create new client in system once propsal is accepted Show More ##### ## Visibility (5) Job Status Know where every job stands, who’s working on what, and what’s being said to clients File Organization Share, save, and organize files Audit Trail Provide a detailed audit trail Notifications Receive real-time notifications via email and/or IM about new assignments, updates, and due dates Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Generative AI (4) AI Text Summarization Condenses long documents or text into a brief summary. 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. Document Generation Custom forms to streamline repetitious aspects of a document Show More ##### ## Agentic AI - Accounting Practice Management (3) 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 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 ##### ## Agentic AI - E-Signature (8) 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 Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Document Generation (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Additional Functionality (237) File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Approval Process Control Manage the process of evaluating documents or requests submitted for approval Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Authentication Verify the identity of users/devices to enable secure access Data Security Protect sensitive data for digital privacy 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 Access Controls/Permissions Define levels of authorization for access to specific files or systems Version Control Track revisions and updates made to files and navigate between different versions Single Sign On Allow users to access multiple services after entering their login credentials once 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 Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Encryption Convert data into a code for security Signature Capture Digitally capture and store a person's handwritten signature Document Conversion Convert documents and images into editable file formats Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Team Collaboration Allow multiple team members to edit and work on the same document Generative AI Use AI to generate content in the form of text, images, videos, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Customizable Fields Customize data fields to support various needs and use cases Searchable Database A collection of records that can be retrieved based on specific queries QR Codes Matrix barcode that stores information Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Multi-Location Manage and support multiple locations Real-Time Data Receive data and information in real time Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Age Verification A way for institutions and businesses to check the age of their customers/clients. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Secure Data Storage Securely stores data to prevent data loss or breaches Waiver Kiosk Set up computers on location to help users sign waivers on-site Data Import/Export Import and export data to and from software applications Photo Capture Capture photos for any type of use case Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Expense Tracking Monitor and record expenses such as purchases or charges incurred Generative AI Use AI to generate content in the form of text, images, videos, etc. Online Payments Accept and process online payment transactions Messaging Communicate using messages within the system Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Customizable Reports Alter the layout and content of reports Client Management Manage contact details and communication with clients Document Management Store, manage, and track all electronic documents in a centralized location Time Tracking Measure and track time including hours worked and paid time off (PTO) Staff Management Schedule shifts for staff/employees, track hours worked, and manage staff payroll Timer Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria For Accountants Software specialized for accountants and accounting firms Multi-Currency Manage and handle various international currencies Financial Management Plan, manage, and track the financial activities of an individual or organization For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals API Application programming interface that allows for integration with other systems/databases Progress Tracking Reporting on how each user, task or process has advanced since its initiation Task Management Create, manage and track all task activities and progression Secure Data Storage Securely stores data to prevent data loss or breaches Electronic Payments Electronically collect payments for goods or services Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Credit Card Processing Accept and process credit card transactions Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Approval Workflow Route documents and other data through one or more stakeholders for review and approval Billing & Invoicing Create, manage, and send invoices or bills to customers Document Storage Store and organize documents in a centralized system Status Tracking Track the status over time for a request, process, asset, or transaction Configurable Workflow Configure existing workflows to meet your organization's needs Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Project Time Tracking Measure time to completion or hours worked for projects Reminders Timed notification for any upcoming task, deadline, appointment, or activity Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Branding Add customized logos and colors to align with company branding Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made 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 Customizable Forms Customize contracts and forms to collect specific information Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Collaboration Tools Provides a channel for team members to share media files, communicate, and work together API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Third-Party Integrations Set up connections to third-party platforms to improve business processes Text Editing Edit text as needed Audit Trail A record of all activities within the system, including user access, changes made, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Multiple Output Formats Create content in various formats, such as print, PDF, HTML and more Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems Forms Management Store, manage and track all forms in a centralized location Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Content Library Centralized repository to store content and assets Customizable Fields Customize data fields to support various needs and use cases Multi-Language Manage and support multiple languages Data Storage Management Manage and store data in a database Contract Drafting Create, edit, and revise contracts/written agreements Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Full Text Search Search for specific words or phrases within a document or database Interaction Tracking Track interaction history by documenting conversations for contacts Contract/License Management Track, store, and access client contracts or licenses Document Review Review and analyze existing information across documents Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Electronic Signature Digitally sign online documents Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Version Control Track revisions and updates made to files and navigate between different versions AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows 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 [ ![Laserfiche](https://images.g2crowd.com/uploads/product/hd_favicon/1549935323/laserfiche.svg "Laserfiche") Laserfiche 4.7/5(1,247) ](https://www.g2.com/products/laserfiche/reviews) [ ![LucidLink](https://images.g2crowd.com/uploads/product/hd_favicon/5d52231c9f45dfb7b3485341550bf1f1/lucidlink.svg "LucidLink") LucidLink 4.5/5(781) ](https://www.g2.com/products/lucidlink/reviews) [ ![Box](https://images.g2crowd.com/uploads/product/hd_favicon/3d3eeece24c2d6963722f3fb8f7a03e7/box.svg "Box") Box 4.2/5(5,261) 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