# VisualVault Reviews
**Vendor:** VisualVault  
**Category:** [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 29
## About VisualVault
VisualVault is a highly-configurable, cloud-based content services platform (CSP) that employs a host of low-code applications and a suite of valuable analytics features. The VisualVault platform is ideally-suited to accommodate the rapid building of valuable line-of-business workflow solutions as well as managing high-volume, high-value data and document-intensive processes. VisualVault functionality is well-suited to a broad range of vertical markets including Healthcare patient data management applications as well as Licensing, Permitting and Case Management for local and state government organizations.



## VisualVault Pros & Cons
**What users like:**

- Users value the **highly customizable workflows** and strong security features of VisualVault for efficient document management. (5 reviews)
- Users find VisualVault&#39;s interface **easy to navigate** , enhancing their overall experience and efficiency in managing documents. (4 reviews)
- Users value the **efficiency improvements** in VisualVault, especially in launching and signing documents swiftly. (3 reviews)
- Users value the **easy-to-use interface** of VisualVault, appreciating its reliability and excellent customer support. (3 reviews)
- Users commend the **responsive customer support** of VisualVault, making implementation and usage a seamless experience. (2 reviews)
- Customization (2 reviews)
- Ease of Learning (2 reviews)
- Form Creation (2 reviews)
- Helpful (2 reviews)
- Users find VisualVault **intuitive and user-friendly** , allowing quick adaptation for those with limited technical skills. (2 reviews)

**What users dislike:**

- Users find it **difficult to set up permissions** and to connect with the right solutions expert effectively. (2 reviews)
- Users find the **inefficient searching** for employee files frustrating and suggest improvements for better organization and reminders. (2 reviews)
- Users note a **slight learning curve** for non-technical users, which can complicate initial setup of permissions. (2 reviews)
- Users find it challenging due to a **slight learning curve** , especially for those without technical backgrounds. (2 reviews)
- Users experience **performance issues** with VisualVault, noting lags and freezes during high-volume uploads or processing. (2 reviews)
- Slow Loading (2 reviews)
- Slow Performance (2 reviews)
- Slow Processing (2 reviews)
- Automation Difficulty (1 reviews)
- Bug Issues (1 reviews)

## VisualVault Reviews
  ### 1. Secure and Efficient Platform for HR File Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Harkamalpreet G. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 27, 2026

**What do you like best about VisualVault?**

I appreciate that VisualVault provides a centralized electronic secure platform, which helps in moving files from paper to electronic form. The security measures ensure that specific files are only visible to certain leaders, which is very important for us. I also like how the new platform seems to have great search features and can read PDFs effectively. The ability to store files securely is another aspect that I find useful.

**What do you dislike about VisualVault?**

The upgraded version will resolve our search issues and also enhance auditing techniques.

**What problems is VisualVault solving and how is that benefiting you?**

I use VisualVault for HR Personnel file storage. It provides a centralized electronic secure platform, keeping specific files visible only to particular leaders and moving us from paper to digital.

  ### 2. Reliable Document Management with Superb Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** May 16, 2024

**What do you like best about VisualVault?**

I use VisualVault for retaining scanned documents important to my business. It keeps information organized and allows multiple users to access the materials concurrently. I find it easy to use, reliable, and it has great customer support resources when needed. It helps maintain organized recordkeeping and tracks user access, which can be helpful. The initial setup was super easy and required minimal work on our end. Everything works well, and I really have no complaints with the system.

**What do you dislike about VisualVault?**

There really is nothing to dislike.  The product is super easy to use and well-designed.

**What problems is VisualVault solving and how is that benefiting you?**

VisualVault keeps information organized, allows concurrent user access, maintains recordkeeping, and tracks user access.

**Official Response from Colleen Whelan:**

> Thank you for your review! We appreciate your insight on the importance of front-end effort for optimal results. Your feedback helps us continue to improve and serve you better.

  ### 3. Very reliable and secure solution.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Eric S. | IT Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 06, 2024

**What do you like best about VisualVault?**

First of all, the company is top notch to work with.  They are extremely helpful and professional when getting your company ready to use the software.  VisualVault has made many improvements in the last couple of years to make the user experience easier to use.  The version control process is much easier and faster than it was in the past.  The VV team moved all of our documents from SharePoint into VV with our help.

**What do you dislike about VisualVault?**

The permissions were somewhat difficult to set up but once they were in place it was fairly easy to change them when needed.

**What problems is VisualVault solving and how is that benefiting you?**

Keeping document profiling consistent is challenging and VV helps you do that by providing custom fields to profile one or many documents at the same time.

  ### 4. Best  to tailor forms and workflows to really match how our team operates

**Rating:** 4.0/5.0 stars

**Reviewed by:** manju m. | software Development operations specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2025

**What do you like best about VisualVault?**

Pros:
	•	Highly customizable workflows
	•	Strong document security and compliance features
	•	Responsive customer support

**What do you dislike about VisualVault?**

Cons:
	•	Interface could be more modern
	•	Slight learning curve for non-technical users

**What problems is VisualVault solving and how is that benefiting you?**

VisualVault helps us streamline manual workflows, ensure compliance with secure document storage, and customize processes to fit our team’s needs. This has improved efficiency, reduced errors, and given us greater control and peace of mind.

  ### 5. Storage for FINRA compliance

**Rating:** 3.0/5.0 stars

**Reviewed by:** Eric B. | CTO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 08, 2025

**What do you like best about VisualVault?**

Easy to navigate website. Broad service offering.

**What do you dislike about VisualVault?**

Difficult to get the right solutions expert to work with.

**What problems is VisualVault solving and how is that benefiting you?**

FINRA Immutable storage requirement.

  ### 6. Document Management with Great Compliance Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kapr Idriss C. | IT Systems Technician, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about VisualVault?**

VisualVault makes document workflow automation and compliance tracking incredibly easy. The customizable forms and audit trails are especially useful.

**What do you dislike about VisualVault?**

It can lag slightly during high-volume uploads or batch processing.

**What problems is VisualVault solving and how is that benefiting you?**

It helps us manage regulated documents securely while automating approval processes, which saves time and reduces compliance risks.

  ### 7. Simple and easy experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Maria M. | Community Happiness Agent, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 07, 2024

**What do you like best about VisualVault?**

Started using VisualVault last year and I think it was an easy and comfortable experience. Not being very tech savvy, the platform gives me comfort to undo things easily and I like the simplicity of it. I use the platform every week and it never breaks or buffers.

**What do you dislike about VisualVault?**

I think sometimes there are two many steps to download files.

**What problems is VisualVault solving and how is that benefiting you?**

VisualVault helps our org deliver the documents to the right teams. Being a global company, it is awesome that we can have everything in one platform.

**Official Response from Colleen Whelan:**

> Thanks for your feedback! We appreciate you taking the time to leave us a review and are glad you find VisualVault reliable.

  ### 8. Very Convenient

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marcus R. | Administrative Officer 3, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2024

**What do you like best about VisualVault?**

It is helpful to have hands on capability to review staff's files to ensure all competencies are completed.

**What do you dislike about VisualVault?**

Pending competencies that are not signed off require constant reminders and re-launching of the same competency. It may be helpful to have automatic reminders each week for staff to complete whatever wave is pending.

**What problems is VisualVault solving and how is that benefiting you?**

It removes the need for paper hard copies chasing staff to sign off. Having it sent via an Adobe email is much more efficient.

**Official Response from Colleen Whelan:**

> Thanks for your feedback! We’re glad to hear you enjoy the convenience of VisualVault.

  ### 9. Gets the job done, but missing some very necessary features

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 10, 2023

**What do you like best about VisualVault?**

The folder structure of Visual Vault is easy to use, managing users and security works well, the link between hardcopy scanning/holding with GRM and seeing it on VV is really the biggest value.

**What do you dislike about VisualVault?**

Having to pay monthly per user is a high cost and doesn't match the current industry standard of unlimited users, as well as having to pay monthly for the capability to upload our own documents to VV with OCR (ability to be searched/copied and pasted). As things become more and more electronic and hard copies become more obsolete, this should be a functionality included in every competitive electronic document management platform. We pay $500/month for this capability (for very low volume) which is outrageous. Most of all, not having the ability to easily bulk download documents from VV is by far the biggest issue. I am aware that this functionality somewhat exists but A. it costs extra money ($5K configuation fee and $500/month) and B. users have to download third party software to be able to use it. Both of those things are unacceptable as the included ability to natively bulk download directly from the platform is industry standard at this point. Without these very common and necessary features VV is not a product I could recommend.

**What problems is VisualVault solving and how is that benefiting you?**

Being able to see our scanned hardcopy documents on an online database is very valuable. This is the number one reason we use VV

**Official Response from Colleen Whelan:**

> Thank you for taking the time to post a review. Of course, we're pleased that VisualVault is serving many of your requirements and look forward to working in concert with you to try and configure a package of services that better serves all of your business needs.

  ### 10. Great Paperless Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alison L. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 07, 2024

**What do you like best about VisualVault?**

I like that we have a secure place to keep our documents.  It is the goal of our office to have as little physical paper on the premises as possible.  VV was great about picking up many boxes of files and scanning them all in for us.  That is a project that would have taken us months.  VV has allowed us to continue to upload our files as they are created in order to avoid the back log.  It also helps to have one central location where all of our employees can access documents when needed.

**What do you dislike about VisualVault?**

The main downside to VV for me is just some small technical things.  For example- you can't delete multiple files at one time.  When I do delete a document in a folder- it clears any filters I had set.  Nothing major- just some minor annoyances.

**What problems is VisualVault solving and how is that benefiting you?**

We were running out of space on site to keep paper files.  We were keeping things that we no longer needed.  It has freed up a lot of physical space in our office.  It has also allowed us to make some processes more automated.  We are able to immediately digitally file things instead of setting them to the side to be taken care of later.

**Official Response from Colleen Whelan:**

> Thanks for your review! We're glad VisualVault is making document access easier. We appreciate your feedback and are always looking to improve!

  ### 11. The Legal Aid Society VV Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aaron M. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 23, 2024

**What do you like best about VisualVault?**

Efficient collection of physical documents, reliable upload, strategic indexing, modern platform aesthetics, easy searches, value for money,
quick retrieval of physical documents, site development is user-friendly, dedicated support, facilitates remote/ hybrid/ telecommuting work arrangements. Seamlessly integrated into LAS systems - documents can be exported directly into LawManager. Used daily. Initial implementation was thorough- video readily available on site. Training of new users is simple. Buffered our team from exposure to Covid-19 during the pandemic.

**What do you dislike about VisualVault?**

Checks & docs go thru a few layers before getting to recipient.

**What problems is VisualVault solving and how is that benefiting you?**

Operating a digital mailroom- staff can maintain a hybrid work schedule.
Electronic filing of legal documents- compliance with NY OCA requirements.
High quality scanning of large page counts.

**Official Response from Colleen Whelan:**

> Hi Aaron, thank you for sharing the positive feedback! We're very happy to hear that you are enjoying VisualVault.

  ### 12. Light weight document management

**Rating:** 3.5/5.0 stars

**Reviewed by:** LeiShon F. | HRIS Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 20, 2024

**What do you like best about VisualVault?**

Document storage capacity. It is able to handle storage for large amount of documents.

**What do you dislike about VisualVault?**

It is not as easy to use as other solutions.

**What problems is VisualVault solving and how is that benefiting you?**

It provides digital storage of HR employee files for over 12000 employees.

**Official Response from Colleen Whelan:**

> Hi LeiShon, thank you for the review. We appreciate your feedback! 

  ### 13. Great Solution for your problem

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nidrea u. | Admin, Enterprise (> 1000 emp.)

**Reviewed Date:** August 09, 2024

**What do you like best about VisualVault?**

The way it breaks down folders and segments of your organization.

**What do you dislike about VisualVault?**

I have not entountered any yet. It has a easy of use that is welcomed.

**What problems is VisualVault solving and how is that benefiting you?**

Helping me to manage, file, save, and store our records with confidence.

**Official Response from Colleen Whelan:**

> Thank you for the feedback! We're very happy to hear that you're finding VisualVault easy to use.

  ### 14. Enhanced tracking ensures timely document filing and regulatory readiness

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew D. | Assistant Director of Respiratory Therapy, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 24, 2024

**What do you like best about VisualVault?**

Effeciency in launching and signing the docuemnts.

**What do you dislike about VisualVault?**

Finding employees files could be better.

**What problems is VisualVault solving and how is that benefiting you?**

This process has enhanced our tracking capabilities in efficiency in being prepared for regulatory review and ensuring all documents are filed and signed in a timely manner.

**Official Response from Colleen Whelan:**

> Thanks for the feedback! We're glad to hear VisualVault is supporting your needs.

  ### 15. robust after learning curve

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 18, 2024

**What do you like best about VisualVault?**

Fairly robust options.  Search is also decent once you get over the learning curce.

**What do you dislike about VisualVault?**

Slow.  Very slow. Also has hiccups were it just freezes up.

**What problems is VisualVault solving and how is that benefiting you?**

Pulling up documents for audits and review.

**Official Response from Colleen Whelan:**

> Thanks for your feedback! We appreciate your input and are always looking to improve.






  ### 16. User friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Liz M. | Director of Medical Staff Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2024

**What do you like best about VisualVault?**

The portal is user friendly and easy to navigate.

**What do you dislike about VisualVault?**

I had some issues with billing but was able to get it resolved after being able to find the right contact.

**What problems is VisualVault solving and how is that benefiting you?**

It has helped with storing all of our archived files that are needed for access sometimes and allowed us to get rid of multiple boxes of paper files, saving on storage space.

**Official Response from Colleen Whelan:**

> Thank you for your review! We're glad you find VisualVault user-friendly and helpful in managing your archived files. If you need further assistance, we're here to help!

  ### 17. Visual Vault is User Friendly and Accessible

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2024

**What do you like best about VisualVault?**

Visual Vault is easy to use. I have found almost all of the paper work we no longer have in our system on Visual Vault.
The site is very easy to use.

**What do you dislike about VisualVault?**

It would be helpful if uploaders are prompted to give different titles to files for hte same patient as some have the same titles. It can be difficult to know which file to look through without differing titles.

**What problems is VisualVault solving and how is that benefiting you?**

Visual Vault helps store older paperwork and let's us access it easily.

**Official Response from Colleen Whelan:**

> Thank you for your feedback! We're thrilled to hear that you find VisualVault user-friendly and effective for managing your paperwork. 

  ### 18. A great secure way for file sharing and management.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Carlos L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2024

**What do you like best about VisualVault?**

I like the way the date can be stored and shared securily, providing the leel of access needed individually to needed users.

**What do you dislike about VisualVault?**

The only thing I dislike is that the file search function could be more user friendly, sometimes users get loss when searching for certain type of documents, even when searching with correct file name.

**What problems is VisualVault solving and how is that benefiting you?**

VV has solved the file permission sharing issue as it makes it easy to provide certain level of access to each individual user.

**Official Response from Colleen Whelan:**

> Hi Carlos, thank you for your review! It's great to know that our platform has effectively solved your file permission sharing needs.

  ### 19. It's a great tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.)

**Reviewed Date:** April 24, 2024

**What do you like best about VisualVault?**

That managers are able to acess their teams information

**What do you dislike about VisualVault?**

Overall I don't have any dislikes at this moment

**What problems is VisualVault solving and how is that benefiting you?**

It has provide us great benefit as we are able to find employees/staff information faster and we are able to upload employees/staff with accuracy.

**Official Response from Colleen Whelan:**

> Thank you for your kind words and positive feedback about VisualVault! We appreciate your support and are delighted to hear that our platform has been beneficial for you and your team. 

  ### 20. Recent ATS deployment with Avature and Visual Vault

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dany  P. | HR Business Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** October 03, 2023

**What do you like best about VisualVault?**

Storing sensitive employee documents, it's nice to be able to locate an employee and view all of their signed Onboarding documents from Avature.

**What do you dislike about VisualVault?**

Right now, we're finding that many candidates documents are not automatically being exported from Avature to Visual Vault.  Visual Vault is currently looking into this issue.

Additionally, there's not an easy way to search an employee record other than click on the employee's first letter of the last name and going through each employee to locate the correct employee.  It'll be nice if there's  search feature to quickly search and locate an employee by either the employee's name or employee ID number.

**What problems is VisualVault solving and how is that benefiting you?**

It is our employee's secure file repository

**Official Response from Colleen Whelan:**

> Thank you for your review of VisualVault. We appreciate the feedback. I know your comment about the exporting of documents is in the process of being addressed and progress has been made. We anticipate this ticket being resolved and closed in the near term. Thank you, again.

  ### 21. Previous Customer - Good tool to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rob C. | Senior Director of Information Technology , Enterprise (> 1000 emp.)

**Reviewed Date:** April 23, 2024

**What do you like best about VisualVault?**

Ability to customize and changes are relatively simple to do. Folder structure and security feature are good.

**What do you dislike about VisualVault?**

Nothing really dislike about the product

**What problems is VisualVault solving and how is that benefiting you?**

The tool made managing contents and documents easy

**Official Response from Colleen Whelan:**

> Hi Rob, thank you for taking the time to share your experience with VisualVault! It's great to hear that you find VisualVault's customization and ease of use beneficial.

  ### 22. Visual Vault has become essential

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 11, 2023

**What do you like best about VisualVault?**

Visual Vault has completely changed out mail processing for the better. The fact that is houses all of our mail in one place and allows us to sort and distribute as necessary makes our mail process much more streamlined.

Having a desiganted team to collect, process and upload our mail has been wonderful. They are very communicative and respond to our inquiries quickly. They also have been great at addressing requests to improve our process.

**What do you dislike about VisualVault?**

Having to manually name/rename mail once it is uploaded is a bit time consuming.

**What problems is VisualVault solving and how is that benefiting you?**

Visual Vault has centralized our mail processing system.

**Official Response from Colleen Whelan:**

> Thank you for reviewing VisualVault. We're happy to hear about the positive impact VisualVault has had on this business process.

  ### 23. 10 years using VisualVault

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 11, 2023

**What do you like best about VisualVault?**

Easily customized dashboards give me a view of the exact data that I need, and the iForms allow us to build custom forms easily and quickly.

**What do you dislike about VisualVault?**

The UI feels a little old. some solutions require more custom development than I'd like.

**What problems is VisualVault solving and how is that benefiting you?**

Previously, I had to access four different systems and manually pull data from each. The workflow automation capabilities reduce the manual work associated with many business processes.

**Official Response from Colleen Whelan:**

> Hi Michael. Thank you for sharing your positive experience with VisualVault!

  ### 24. VisualVault Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maris P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 08, 2023

**What do you like best about VisualVault?**

It provides our team access to legacy information.

**What do you dislike about VisualVault?**

Nothing. VisualVault meets our needs as a department.

**What problems is VisualVault solving and how is that benefiting you?**

Maintaining easy access to patient's records prior to implementing our EMR

**Official Response from Colleen Whelan:**

> Hi, Maris. Thank you for taking the time to review VisualVault. We're really pleased that you and your team are having a positive experience.

  ### 25. GRM review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Broadcast Media | Enterprise (> 1000 emp.)

**Reviewed Date:** October 11, 2023

**What do you like best about VisualVault?**

It is easy to use and very responsive customer support.

**What do you dislike about VisualVault?**

The security on the web access is questionable. No MFA and password does not expire.

**What problems is VisualVault solving and how is that benefiting you?**

Digital Record Management

**Official Response from Colleen Whelan:**

> Thank you for reviewing VisualVault. The security of the platform is incredibly important to us and our clients, as is the flexibility of how VisualVault is implemented. We have options that allow for multifactor authentication and stricter password management. Please contact your account manager to learn more.

  ### 26. Good content management platform with easy implementation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Xiangdong L. | Program Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2023

**What do you like best about VisualVault?**

The iForms customization and workflow.
Easy to implement and use.

**What do you dislike about VisualVault?**

Some form links do not work.
The value of a form stamp field can not be saved correctly.

**What problems is VisualVault solving and how is that benefiting you?**

Document management

**Official Response from Colleen Whelan:**

> Thank you very much for the review Xiangdong. As you can imagine, we want to ensure that you and all other users have a near-flawless experience with VisualVault. So, if you can give us any other additional insight on your issue related to forms, that would be much appreciated. Please contact support@visualvault.com, thank you. 

  ### 27. It is user friendly and tech support is excellent.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Heather C. | Sr. Legal Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 14, 2023

**What do you like best about VisualVault?**

Global search for a specific word in a document.

**What do you dislike about VisualVault?**

I do not have a specific dislike for VisualValut.

**What problems is VisualVault solving and how is that benefiting you?**

it VisualVault is most helpful in document retention.

  ### 28. Using VisualVault with FinancialForce

**Rating:** 4.0/5.0 stars

**Reviewed by:** Stacie S. | Project Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 31, 2023

**What do you like best about VisualVault?**

Both have very good open APIs making integration very easy.

**What do you dislike about VisualVault?**

A developer has to do the work. Need more GUI components.

**What problems is VisualVault solving and how is that benefiting you?**

Entering data once, one source of truth that everyone agrees upon.

  ### 29. Very Adaptable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2019

**What do you like best about VisualVault?**

The reporting functionality is very robust. Able to adapt the system to meet varying needs from different programs and services. 

**What do you dislike about VisualVault?**

Importing Data from one system to another is a little more complicated. Items have to be organized very specifically. 

**What problems is VisualVault solving and how is that benefiting you?**

Expanding Reporting to encompass more data within the system. 


## VisualVault Discussions
  - [What is VisualVault used for?](https://www.g2.com/discussions/what-is-visualvault-used-for) - 1 comment

- [View VisualVault pricing details and edition comparison](https://www.g2.com/products/visualvault/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+11%3A59%3A10+-0500&secure%5Bsession_id%5D=780f3a77-7dad-48cf-95e3-67dd0640a43b&secure%5Btoken%5D=9cbfdcfdcca680263c95ea859fa02bc2b90e482fd0dc2a678ade7d5e2ca28dd0&format=llm_user)

## VisualVault Features
**Edit**
- File Type
- Color
- Crop
- Size

**Automation Building**
- Visual Editor
- Workflow Recording
- Pre-Built Templates
- Custom Automation
- Collaboration
- Ease of Bot Creation

**Digital Workflows**
- Logic and Conditions
- No-Code Or Low-Code
- Document Management

**Operating System**
- PC Operating System
- Mac Operating System
- Linux Operating System

**Document Processing**
- File Type
- Data Extraction
- Mobile Capability
- Intelligent Processing

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Enterprise Content Management (ECM)**
- Autonomous Task Execution
- Natural Language Interaction
- Decision Making

**Process Management**
- Process Overview
- Process Analysis
- Real-Time Process Monitoring
- Unstructured Processes
- API Connection
- Intelligence
- Document Approval

**Logistics**
- Upload
- Email Attachment
- Direct Send
- Document Management
- Search

**Bot Management & Execution**
- Bot Scheduling
- Attended Automation
- Unattended Automation
- Bot Performance Analytics
- Data and Product Security
- Scalability

**Forms**
- Data Mapping
- Templates
- Mobile-Friendly Forms

**Platform Additional Functionality**
- Integration
- File Conversion
- Windows and Mac

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms

**Customization**
- Document Generation
- Process Design
- Process Repository
- No-Code App Development
- Low-Code App Development

**Automation**
- Workflow Automation
- Workflow Mapping
- Real-Time Updates
- Robotic Process Automation

**Agentic AI - OCR**
- Autonomous Task Execution

**Collaboration**
- Permissions for Sharing
- Data Unification
- Accessibility
- Process Routing

**Intelligent Automation**
- OCR
- Machine Learning
- NLP

**Agentic AI - Digital Process Automation (DPA)**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Business Process Management**
- Multi-step Planning
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Robotic Process Automation (RPA)**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**File Management**
- File Type Support
- Metadata
- OCR Scanning
- Versioning
- Collaboration
- Document Assembly
- Form Creation
- Portals and Sites
- Disposition
- Search
- Web Interface
- Mobile Apps

**Workflow**
- Process Automation
- Conditions
- Activities
- Records Management
- Case Management

**Platform**
- Internationalization
- Performance and Reliability
- Reporting and Auditing
- System of Record Integration
- APIs

**Process Development**
- Process Routing

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