Tresorit Features
Platform (22)
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.
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
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Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
Enables custom integration to external systems
Signature Process (7)
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
Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
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
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
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 Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
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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
Administration (25)
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User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
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Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
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Device Management
Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.
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Storage Zones
Choose data center your files should be stored at
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Security
Stores and transfers files in secure environment
Calendar Management
Track and manage schedules and meetings via an integrated calendar
File Management
Create, save, and store files
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Email Management
Manage, store and organize emails within the system or via third-party apps
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Task Management
Create, manage and track all task activities and progression
Website Management
Built-in website builder or integration with third-party site
Secure Data Storage
Securely stores data to prevent data loss or breaches
Auditing
Documents access and alterations of the database for analytics and reporting.
Data Discovery
Unveils data connected to infrastructure and applications used to help manage and maintain compliance within complex IT systems.
Access Control
Supports LDAP Protocol to enable access control and governance.
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Reporting and Monitoring
Access pre-built and custom reports to monitor user activity and storage.
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Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
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Auditing
Documents access and alterations of the database for analytics and reporting.
Encryption (7)
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Email Encryption
Encrypts the content of emails and their attachments.
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File Transfer Encryption
Protects data with within or as it leaves your secure or local network.
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Data Encryption
Provide a level of encryption of data in transit, protecting sensitive data while it lives in the backup application.
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Document Encryption
Provides a level of encryption for text documents.
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)
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Authentication
Allows administrators to set multi-factor authentication requirements including tokens, keys, or sms messaging
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Policy Enforcement
Abilities to set standards for database security and risk management.
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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 (11)
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Backup
Stores data remotely, on-premise, or in cloud databases in case of recovery during disaster.
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Backup and Recovery
Create backups and provide methods to recover deleted/lost data
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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
File Sharing
Gives users the abilitity to access or send backup files stored online.
Security Standards
The ability to set standards for asset and risk management.
Encrypted Storage
Provides some level of encryption of data in transit and sensitive data while it lives online.
Functionality (11)
Real-time Sync
Continuously updates backup files to reflect most recent changes and updates.
Storage Capacity
The ability to store large amounts of data or scale capacity to fit storage needs.
Versioning
Keeps track of incrementally changing versions of the same content, data, and files.
Mobile Backup Application
Users can view and download files from a mobile device.
Storage Scaling
Provides dynamic and scalable storage features.
Backup Support
Offers cloning ability and snapshot features to support backup. Provides redundancy and data protection.
File Security
Supports some level of built in security by encrypting file systems.
File Organization
Organizes information in logical formats specified through folders and access paths.
Automatic Backup
Data is backed up automatically to prevent data loss
Secure Data Storage
Securely stores data to prevent data loss or breaches
Document Storage
Store and organize documents in a centralized system
Compatibility (3)
Automatic Backup
Data is backed up automatically to prevent data loss
Cloud Backup
Process of backing up of files and applications to cloud-based remote servers for protection of data
Document Storage
Store and organize documents in a centralized system
Data Protection (5)
Data Masking
Protects sensitive data by disguising or encrypting data, keeping it usable by the organization and approved parties.
Data Encryption/Security
Manages policies for user data access and data encryption.
Data loss Prevention
Stores data securely either on premise or in an adjacent cloud database to prevent loss of data at rest.
Anomoly Detection
Constantly monitors acivity related to user behavior and compares activity to benchmarked patterns.
Sensitive Data Compliance
Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.
Analysis (3)
Cloud Gap Analytics
Analyzes data associated with denied entries and policy enforcement, giving information of better authentication and security protocols.
Compliance Monitoring
Monitors data quality and send alerts based on violations or misuse.
User Analytics
Allows for reporting and documentation of individual user behavior and privileges.
Platform Basics (4)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Mobile
Offers user access across mobile platforms
Document Security
Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Platform Content (1)
File Sharing
Has secure file sharing capabilities for internal or external sharing
Platform Additional Functionality (1)
Watermarks
Automatically generates watermarks on documents when it is downloaded, viewed or printed
Platform Data (1)
Reporting
Provides metrics around user history, such as document views and edits
Platform Performance (1)
Bulk Upload
Allows users to upload several files at once
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.
Security (4)
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Encrypted Storage
Provides some level of encryption of files and data in transit and sensitive information while it lives online.
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Anomoly Detection
Constantly monitors acivity related to user behavior and compares activity to benchmarked patterns.
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Data loss Prevention
Stores data securely either on premise or in an adjacent cloud database to prevent loss of data at rest.
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Policy Enforcement
Allows administrators to set policies for security and data governance.
Access Control (4)
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User, Role, and Access Management
Allows administrators to provision access based on the individual user and their role.
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Access Rights
Defines which users have access to the different modules of the software and how.
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User Analytics
Allows for reporting and documentation of individual user behavior and privileges.
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Compliance Monitoring
Monitors data quality and send alerts based on violations or misuse.
Automation (12)
Data Storage Management
Manage and store data in a database
Document Management
Store, manage, and track all electronic documents in a centralized location
File Management
Create, save, and store files
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Email Management
Manage, store and organize emails within the system or via third-party apps
Password Management
Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords
Real-Time Data
Receive data and information in real time
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Workflow Management
Create, design and manage workflows for repetitive tasks
Cloud Support (2)
Service Support
Additional services and support provided by leading hyperscalers.
Multi-Device Support
Support multiple types of devices
Encryption Techniques - Email Encryption (3)
Encryption Algorithms
Supports various encryption algorithms including AES (Advanced Encryption Standard), RSA (Rivest-Shamir-Adleman), Twofish, and Pretty Good Privacy (PGP).
Transport Encryption
Encrypts the email during transit between email servers, preventing interception by third parties.
End-to-End Encryption
Encrypts the message on the sender's device and decrypts it only on the recipient's device, ensuring that only the sender and recipient can read it.
Authentication, Verification, and Access Controls - Email Encryption (2)
Revocation Mechanisms
Allows users to revoke access to encrypted emails or keys in case of compromise.
Access Controls
Enables users to set permissions on who can access, read, or modify their encrypted emails.
Security Enhancements and Auditing - Email Encryption (3)
Reporting
Generates reports on encryption usage, compliance status, and security incidents.
Audit Trails
Logs and tracks encryption-related activities for compliance, troubleshooting, and security analysis.
Data Loss Prevention (DLP)
Offers DLP features to prevent accidental or unauthorized transmission of sensitive information.
Integration, Compatibility, and Usability - Email Encryption (3)
User-Friendly Interfaces
Offers intuitive interfaces for sending, receiving, and managing encrypted emails.
Email Client Integration
Integrates seamlessly with popular email clients, including Gmail, Microsoft Outlook, and Thunderbird.
Automation
Automatically performs encryption and decryption processes to minimize user effort and errors.
Agentic AI - Cloud Content Collaboration (2)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - E-Signature (2)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Online Backup (3)
Microsoft Outlook Integration
Active Directory Integration
Integrates with Active Directory
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Additional Functionality (216)
Electronic Signature
Digitally sign online documents
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Automatic Backup
Data is backed up automatically to prevent data loss
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
File Management
Create, save, and store files
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Document Review
Review and analyze existing information across documents
Mobile Access
Access software remotely via mobile devices
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Data Storage Management
Manage and store data in a database
Indexing
Compile and organize data into specific metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
File Upload by Email
Send documents directly to data room from email
Secure Data Storage
Securely stores data to prevent data loss or breaches
Authentication
Verify the identity of users/devices to enable secure access
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Commenting/Notes
Leave comments and notes on documents for others to view
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Factor Authentication
Request two or more credentials to prove user's identity before granting access to systems
Secure File Viewer
Secure online viewing of sensitive documents
Version Control
Track revisions and updates made to files and navigate between different versions
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Customizable Branding
Add customized logos and colors to align with company branding
Document Management
Store, manage, and track all electronic documents in a centralized location
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
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
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
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Activity Tracking
Track and document all activities across devices, networks, and other systems
File Transfer
Move files across different systems or networks
Authentication
Verify the identity of users/devices to enable secure access
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
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
Real Time Synchronization
Files and folders are updated in real-time when changes/edits are made
Historical Reporting
Information, data and reports that are being tracked over time
Cloud Computing
A network of remote servers which allow businesses to store, manage, and process data through the cloud instead of a local server
Encryption
Convert data into a code for security
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Version Control
Track revisions and updates made to files and navigate between different versions
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Data Recovery
Ability to restore deleted, hidden, or lost data from an email server/system
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Secure Login
At least a username and password is required to access the system
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Data Replication
Process of copying and storing data in more than one site or node
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Mobile Access
Access software remotely via mobile devices
Customizable Branding
Add customized logos and colors to align with company branding
Remote Synchronization
Helps in synchronizing files and folders from remote servers or computers
Single Sign On
Allow users to access multiple services after entering their login credentials once
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Synchronization Scheduling
Create a schedule when files and folders are synchronized
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Conflict Tracking
Detects conflicts in the latest version when multiple users are editing a file at the same time
Chat/Messaging
Communicate using direct chat or messages within the system
Two-Way Synchronization
Synchronization process that copies files in both directions to reconcile changes as needed
Remote Synchronization
Helps in synchronizing files and folders from remote servers or computers
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Real Time Synchronization
Files and folders are updated in real-time when changes/edits are made
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
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
Customizable Branding
Add customized logos and colors to align with company branding
Synchronization Scheduling
Create a schedule when files and folders are synchronized
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Secure Login
At least a username and password is required to access the system
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Data Recovery
Ability to restore deleted, hidden, or lost data from an email server/system
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Conflict Tracking
Detects conflicts in the latest version when multiple users are editing a file at the same time
Authentication
Verify the identity of users/devices to enable secure access
Mobile Access
Access software remotely via mobile devices
Chat/Messaging
Communicate using direct chat or messages within the system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
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
Activity Tracking
Track and document all activities across devices, networks, and other systems
Two-Way Synchronization
Synchronization process that copies files in both directions to reconcile changes as needed
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Encryption
Convert data into a code for security
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
File Transfer
Move files across different systems or networks


