[
Tresorit Reviews
](https://www.g2.com/products/tresorit/reviews)

[
Tresorit Reviews
](https://www.g2.com/products/tresorit/reviews)

# 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

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

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##### 
## 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

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##### 
## 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

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##### 
## 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

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##### 
## Collaboration (13)

File Sharing

Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.

Change Tracking / Audit Logs

Provides an audit log of changes and enables users to revert to a specific version

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

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##### 
## Administration (25)

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 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

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.

Reporting and Monitoring

Access pre-built and custom reports to monitor user activity and storage.

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.

Auditing

Documents access and alterations of the database for analytics and reporting.

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##### 
## Encryption (7)

Email Encryption

Encrypts the content of emails and their attachments.

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.

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

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##### 
## 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

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##### 
## Management (11)

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

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.

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##### 
## 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

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##### 
## 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

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##### 
## 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.

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##### 
## 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.

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##### 
## 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

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##### 
## Platform Content (1)

File Sharing

Has secure file sharing capabilities for internal or external sharing

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##### 
## Platform Additional Functionality (1)

Watermarks

Automatically generates watermarks on documents when it is downloaded, viewed or printed

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##### 
## Platform Data (1)

Reporting

Provides metrics around user history, such as document views and edits

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##### 
## Platform Performance (1)

Bulk Upload

Allows users to upload several files at once

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##### 
## 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.

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##### 
## Security (4)

Encrypted Storage

Provides some level of encryption of files and data in transit and sensitive information while it lives online.

Anomoly Detection

Constantly monitors acivity related to user behavior and compares activity to benchmarked patterns.

Data loss Prevention

Stores data securely either on premise or in an adjacent cloud database to prevent loss of data at rest.

Policy Enforcement

Allows administrators to set policies for security and data governance.

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##### 
## Access Control (4)

User, Role, and Access Management

Allows administrators to provision access based on the individual user and their role.

Access Rights

Defines which users have access to the different modules of the software and how.

User Analytics

Allows for reporting and documentation of individual user behavior and privileges.

Compliance Monitoring

Monitors data quality and send alerts based on violations or misuse.

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##### 
## 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

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##### 
## Cloud Support (2)

Service Support

Additional services and support provided by leading hyperscalers.

Multi-Device Support

Support multiple types of devices

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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

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##### 
## 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

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##### 
## 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

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##### 
## 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

Show More

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##### Categories on G2

[
Cloud Content Collaboration
](https://www.g2.com/categories/cloud-content-collaboration)[
E-Signature
](https://www.g2.com/categories/e-signature)[
Client Portal
](https://www.g2.com/categories/client-portal)

[
Online Backup
](https://www.g2.com/categories/online-backup)[
Cloud Data Security
](https://www.g2.com/categories/cloud-data-security)[
Virtual Data Room (VDR)
](https://www.g2.com/categories/virtual-data-room-vdr)[
Encryption
](https://www.g2.com/categories/encryption-software)[
Email Encryption
](https://www.g2.com/categories/email-encryption)[
Cloud File Security
](https://www.g2.com/categories/cloud-file-security)[
Cloud File Storage
](https://www.g2.com/categories/cloud-file-storage)

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