Synology Office Suite Features
File Management (6)
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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
Collaboration (13)
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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.
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
Cloud collaboration
Allow multiple users to collaborate within an application.
Annotations
Offer annotation and commenting tools within each application for collaborative communication.
Simultaneously editing
Users can work simultaneously on files.
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
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
Platform (2)
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
Encryption (9)
Email Encryption
Encrypts the content of emails and their attachments.
Messaging Encryption
Encrypts messages being sent via text or within an application.
File Transfer Encryption
Protects data with within or as it leaves your secure or local network.
Data Encryption
Provide a level of encryption of data in transit, protecting sensitive data while it lives in the backup application.
Document Encryption
Provides a level of encryption for text documents.
Full-Disk Encryption
Encrypts entire device to secure data in case it is lost or stolen.
Cloud Encryption
Encrypt data to and from the cloud and on cloud storage devices
Application Encryption
Encrypts all types of data passing through an application.
P2P Encryption
Encrypt data in transit to create secure communication links between devices or components
Compliance (5)
Authentication
Allows administrators to set multi-factor authentication requirements including tokens, keys, or sms messaging
Policy Enforcement
Abilities to set standards for database security and risk management.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Key Management
Manage the creation, exchange, storage, use, and replacement of physical or cryptographic keys.
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Management (12)
Backup
Stores data remotely, on-premise, or in cloud databases in case of recovery during disaster.
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
File Management
Allows administrators to set levels of encryption for file types. Allows administrators to decide which files to encrypt.
Anomaly Detection
Monitors activity within networks and alerts administrators when unusual activity occurs.
Credential Management
Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Policy Management
Create, manage, and track policies and procedures within an organization
Incident Management
Manage and track all disruptions and incidents
Password Management
Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords
Web Interface
Provides access to documents via a web interface.
File Type Support
Allows users to save files under a variety of file types, such as doc, xls, and PDF.
Auto save
Autosaves files for users automatically.
Platform Basics (3)
Slide Design
Provides a variety of slide design tools, such as animations, icons and transitions.
Presenter Tools
Provides tools to help the presentation experience for both user and audience, including voice over narration and a presenter-only view with notes and annotations.
Auto Save
Provides an autosave option to prevent file loss.
Platform Content (7)
Charts
Gives users a variety of chart and graph options that can be editied within the presentation.
Template Library
Provides users with a pre-built library of useable slide templates.
Template Creator
Allows users to customize their own templates.
Content Sharing
Digitally share pre-made materials and self-created content with others
Content Library
Centralized repository to store content and assets
Media Library
Collection of images, videos and other digital content that can be used
Screen Sharing
Digitally share screen view with others
Platform Additional Functionality (3)
Messaging
Contains in-application messaging abilities.
Mobility
Is accessible from a mobile device and by users on the go.
Cloud
Provides a cloud based version of the platform
Inbox Tools (3)
Unified Inbox
Consolidates multiple email accounts into one viewable platform.
Filters
Allows users to filter their emails by sender, date received, opened, etc.
Notifications
Provides notifications when users receive new emails.
Coordination Tools (3)
Calendar
Provides a native calendar.
Contacts
Provides a native contact book.
Task Management
Offers built-in task creation and assignment functionality.
Software Options (2)
Desktop Application
Software available as a downloadable desktop application.
Mobile Application
Software available as a mobile application.
Calculating (2)
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Functions
Allows users to create conditional formatting rules with mathematical functions and calculate simple and complex data sets.
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Auto Recalculation
Recalculates values within cells automatically when function changes occur.
Insights (2)
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Charts and Graphs
Takes data and turns it into insightful visualizations in the form of charts, diagrams, graphs that are adjustable.
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Tables
Lets users organize data into standard tables or pivot tables for additional mathematical insights.
Editing (4)
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Templates
Lets users choose from a variety of spreadsheet templates with pre-made tables or pre-populated charts.
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Collaborative Editing
Allows multiple users to work within the same spreadsheet and see edits in real-time.
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Filtering
Allows users to filter data sets depending on what they want to see or hide.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Functionality (3)
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Multi Device Functionality
Access spreadsheets with multiple devices such as mobile or desktop.
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Importing and Exporting
Allows seamless importing and exporting features into other spreadsheet software or document creation software.
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Autosave
Provides the ability to periodically saves a user's spreadsheet automatically.
Applications (3)
Basic applications
Provides cloud or on-premise access to basic Office Suite applications such as document creation software, spreadsheets software, and presentation software.
Suite access
Requires either a subscription, one-time payment, or free access to the suite.
Templates
Offer pre-built or customizable templates within each application.
Calendar View (2)
Multi-Calendar View
Ability to view multiple calendars at once from within a single window
Customizable Viewing
Provides customizable viewing options (e.g., day, week, month, year)
Shared Calendar (12)
Calendar Collaboration
Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.)
Multiple Calendar Management
Ability to manage multiple calendars at a time
Event Calendar
A list of events with their respective dates
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Event Management
Schedule and manage the logistics of activities and other gatherings
Email Management
Manage, store and organize emails within the system or via third-party apps
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Timesheet Management
Track the amount of time spent on a job or task
Task Management
Create, manage and track all task activities and progression
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Accessibility (1)
Keyboard Shortcuts
Calendar functions can be carried out with the use of keyboard shortcuts
Integration (4)
Sync Multiple Calendars
The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar)
Import Events
Ability to import events from an existing account or another calendar
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Website Integration
Seamlessly integrates with 3rd party websites
Notifications (3)
Customized Calendar Notifications
Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Mobile Alerts
Notifications via mobile devices
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
File Types (2)
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
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
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
Sorting & Filtering (3)
Attachment Search
Enables users to search for specific email attachments.
Tags
Allows users to create and assign custom tags to emails.
Predefined Rules
Allows users to set up predefined rules to automatically sort incoming mail.
Integrations (5)
Microsoft Outlook Integration
This software integrates with Microsoft Outlook.
Gmail Integration
This software integrates with Gmail.
Apple Calendar Integration
This software integrates with Apple Calendar.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Time Management (2)
Unified Inbox
Provide a unified inbox to manage multiple accounts at once.
Email Automation
Provide the ability to automatically send recurring emails.
Generative AI (9)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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 Text-to-Speech
Simulates human-like speech from text inputs.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
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 - Calendar (2)
Cross-system Integration
Works across multiple software systems or databases
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Agentic AI - Office Suites (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Document Creation (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Note-Taking Software (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Email Client - Agentic AI (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Email Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Additional Functionality (241)
Video Editing
Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions
Text Editing
Edit text as needed
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Commenting/Notes
Leave comments and notes on documents for others to view
Change Management
Track and monitor efficient handling of all changes/transitions
Data Visualization
Graphical representation of data
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Content Import/Export
Import or export content
Data Import/Export
Import and export data to and from software applications
Training Management
Track employee/learner's progression through training programs
Audio File Management
Supports audio files
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Image Editing
Edit, touch up, and convert images for publishing
Offline Editing
Edit offline
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
3D Objects
Input 3D objects
Encryption
Convert data into a code for security
Audience Engagement
Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)
Video Support
Supports various video file formats
Audio/Video Recording
Record audio and/or video
Version Control
Track revisions and updates made to files and navigate between different versions
Presenter View
Presenter-only view that shows notes, slides, and helps the presenter keep track of time, while the audience views only the slides.
Digital Signage
Digital displays use technologies such as LCD, LED, projection and e-paper
Offline Presenting
Present offline
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Updates
Receive system updates as soon as any changes are made
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Playlist Management
Create playlists of content and media types & manage the distribution of those playlists to display screens
Video Conferencing
Connect with meeting participants remotely over video
Animation
Ability to insert animations/transitions
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Interactive Content
Allow the audience to interact or engage with the content
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Secure Login
At least a username and password is required to access the system
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Tokenization
Convert sensitive data into unique identification symbols (Tokens) that retain all essential information
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Threat Response
Identifying, analyzing, and mitigating security issues and taking appropriate action to protect systems and data from potential harm
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Active Directory Integration
Integrates with Active Directory
Security Auditing
Systematic evaluation of the security of a company's overall security system and situation
API
Application programming interface that allows for integration with other systems/databases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Alerts/Escalation
System alerts about the need to escalate an issue or request
Single Sign On
Allow users to access multiple services after entering their login credentials once
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Secure Data Storage
Securely stores data to prevent data loss or breaches
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Security
Protect sensitive data for digital privacy
Activity Tracking
Track and document all activities across devices, networks, and other systems
Address Book
Stored list of contacts and groups
Class Scheduling
Schedule in-person or online classes
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Email Reminders
Reminders sent via email
Scheduling
Plan availability and assign specific time slots for tasks and resources
Customizable Reports
Alter the layout and content of reports
Real-Time Reporting
Active reporting of data and metrics
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
SMS Messaging
Send messages via SMS
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Task Scheduling
Track and manage the scheduling of tasks
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Attendance Tracking
Track the attendance of specific individuals or groups
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Room Booking
Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held
Real-Time Data
Receive data and information in real time
Electronic Payments
Electronically collect payments for goods or services
Customizable Forms
Customize contracts and forms to collect specific information
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
API
Application programming interface that allows for integration with other systems/databases
Customizable Fields
Customize data fields to support various needs and use cases
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Color Codes/Icons
A way to visually represent data where different categories of items are marked with different colors
Event Scheduling
Plan an event's time and location
Real-Time Updates
Receive system updates as soon as any changes are made
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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
Whitelisting/Blacklisting
Control system access and/or deliverability for applications and email addresses
Customizable Fields
Customize data fields to support various needs and use cases
Signature Management
Add and maintain centralized email signature(s) across an organization
Shared Inboxes
An email inbox that can be accessed and managed by multiple individuals
Email Distribution
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Forms
Customize contracts and forms to collect specific information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile App
Access the system via a mobile application
Routing
Plan daily routes to optimize employee scheduling and provide directions
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Inbox Management
Organize, prioritize, and manage incoming communications
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Contact Management
Manage, organize, and store contact information
Email Marketing
Create and send email blasts/campaigns
Data Recovery
Ability to restore deleted, hidden, or lost data from an email server/system
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Autoresponders
Create and automatically send premade copy in response to customer messages
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
API
Application programming interface that allows for integration with other systems/databases
Real-Time Analytics
Analyze and gain insights into data in real-time
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Support Ticket Management
Allow customers/users to submit support queries and service requests
Canned Responses
Shortcuts for inputting frequently used messages
Workflow Management
Create, design and manage workflows for repetitive tasks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Chat/Messaging
Communicate using direct chat or messages within the system
Response Management
Planning and managing of resources and procedures to mitigate the impact of events and incidents
Email Templates
Pre-made examples and templates for emails
Email Monitoring
Ability to oversee and optimize the operations of a mail server
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Email Tracking
Track delivered, received, and opened emails
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Spam Blocker
Filters used to determine different types of malware threats
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Reporting
Active reporting of data and metrics
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Campaign Analytics
Track and interpret campaign performance metrics
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Task Management
Create, manage and track all task activities and progression
Meeting Notes
Create and share notes/annotations taken during meetings
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Wiki
An informational database that allows users to add, delete, or revise content
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Document Storage
Store and organize documents in a centralized system
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Notes Management
Allow users to create, edit, and sort multiple notes
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Multi-Device Support
Support multiple types of devices
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Templates
Sample files or documents that could be customized as needed or used as is
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
To-Do List
A digital list of items that need to be completed
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Commenting/Notes
Leave comments and notes on documents for others to view
Content Scan
Scan written content within documents, files, or websites
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
Full Text Search
Search for specific words or phrases within a document or database
Task Tagging
Add labels or tags to tasks
Handwriting Recognition
To scribe and interpret the written words received from online or offline inputs
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
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.
Customizable Reports
Alter the layout and content of reports
File Transfer
Move files across different systems or networks
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Tracking
Track and document all activities across devices, networks, and other systems
Formula Management
Manage and optimize formulas/recipes for specific requirements.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Workflow Management
Create, design and manage workflows for repetitive tasks
Real-Time Updates
Receive system updates as soon as any changes are made
Data Tabulation
A systematic and logical representation of numeric data in rows and columns
Multiple Projects
Ability to handle several projects simultaneously
Document Management
Store, manage, and track all electronic documents in a centralized location
Version Control
Track revisions and updates made to files and navigate between different versions
API
Application programming interface that allows for integration with other systems/databases
Multi-Language
Manage and support multiple languages
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Full Text Search
Search for specific words or phrases within a document or database
Data Visualization
Graphical representation of data
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Real-Time Data
Receive data and information in real time
Commenting/Notes
Leave comments and notes on documents for others to view
Single Sign On
Allow users to access multiple services after entering their login credentials once
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Import/Export
Import and export data to and from software applications
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Multiple Format Support
Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
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
Functions/Calculations
Perform various mathematical calculations using the data
What-if Analysis
Provides varying estimates based on different scenarios
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources