[ VisualV... Reviews ](https://www.g2.com/products/visualvault/reviews) [ VisualV... Reviews ](https://www.g2.com/products/visualvault/reviews) # VisualVault Features ##### ## File Management (12) File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Metadata Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. OCR Scanning Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. Versioning Keep track of incrementally changing versions of the same file. Collaboration Multiple users can collaborate on document creation, annotation, and review. Document Assembly Autogenerate documents based on templates and form submission. Form Creation Able to create and manage submittable user forms. Portals and Sites Able to create user portals and sites. Disposition Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. Search Can easily find files via a simple and/or advanced search. Web Interface Ability to access documents via a web interface without a client being installed on a device. Mobile Apps iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. Show More ##### ## Workflow (19) Process Automation Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. Conditions The workflow engine provides relevant and customizable conditions on which to execute rules. Activities Any action a user can perform in the system can be specified as an automated action. Records Management System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. Case Management System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. Template Management Create, save, and re-purpose templates for emails, forms, etc. Document Management Store, manage, and track all electronic documents in a centralized location Metadata Management Collect and maintain structured information that describes data or content Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Digital Asset Management Manage digital assets Task Management Create, manage and track all task activities and progression File Management Create, save, and store files Forms Management Store, manage and track all forms in a centralized location SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Website Management Built-in website builder or integration with third-party site User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Show More ##### ## Platform (5) Internationalization Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. 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 with other systems of record such as CRM, ERP, Outlook, Sharepoint. APIs Enables custom integration to external systems. Show More ##### ## Customization (11) Document Generation Enables users to create documents for business processes and provides a wide array of templates which are customizable. Process Design The ability to create custom workflows aligned with business objectives. Process Repository A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. No-Code App Development Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. Low-Code App Development Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Show More ##### ## Collaboration (6) Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Unification Compile data from across all systems so that users can view relevant information easily. Accessibility Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Real-Time Data Receive data and information in real time Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Show More ##### ## Process Management (7) Process Overview Provides users a holistic view of all workflows so as to see how all processes work together. Process Analysis Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. Real-Time Process Monitoring Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process. Unstructured Processes Provides the ability to manage unstructured processes. API Connection Connect with existing systems via API. Intelligence Gives user machine learning tools for intelligent process improvement Document Approval Streamline and simplify document approval processes. Show More ##### ## Edit (4) File Type Save documents in a variety of file types Color Offer the choice between color and black and white scanning Crop Allow users to crop and edit document formatting Size Give users the option to adjust scanning size Show More ##### ## Logistics (5) Upload Allow users to upload documents directly to the platform Email Attachment Send as an email attachment Direct Send Send directly from the platform Document Management Store and manage previously scanned documents Search Let users search for documents within the platform Show More ##### ## Automation Building (10) Visual Editor Provides a visual editor to easily create automation models. Workflow Recording Offers the ability to record processes performed by humans to be recreated by bots. Pre-Built Templates Provides templates for workflows and processes for easier automation creation. Custom Automation Allows developers to code custom automations. Collaboration Offers users the ability to reuse process automations and communicate with other team members around automation building. Ease of Bot Creation Allows non-technical users to create bots in an easy, intuitive manner. Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Configurable Workflow Configure existing workflows to meet your organization's needs Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Show More ##### ## Bot Management & Execution (9) Bot Scheduling Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence. Attended Automation Automates processes that supplement human action, often requiring human intervention and collaboration. Unattended Automation Automates processes completely without the need for human intervention. Bot Performance Analytics Allows users to analyze the performance of bots via dashboards. Data and Product Security Insures data remains secure and compliant with industry standards. Scalability Able to support large deployments. Predictive Analytics Predict future data based on historical data sets Real-Time Analytics Analyze and gain insights into data in real-time Real-Time Data Receive data and information in real time Show More ##### ## Digital Workflows (3) Logic and Conditions Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules. No-Code Or Low-Code Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features. Document Management Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications. Show More ##### ## Forms (3) Data Mapping Integrates data and processes from multiple sources into a single system. Templates Build interfaces once and use them across one or more processes. Mobile-Friendly Forms Gives the user the ability to build and use forms on mobile devices. Show More ##### ## Automation (4) Workflow Automation Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. Workflow Mapping Visually displays connected applications and integrated data. Allows customization and management of workflow structures. Real-Time Updates Processing changes to data sources and applications as changes are made in real-time. Robotic Process Automation Offers the ability to record processes performed by humans to be recreated by bots. Show More ##### ## Intelligent Automation (3) OCR Provides OCR capabilities in order to recognize text in documents and applications. Machine Learning Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns. NLP Provides NLP capabilities in order to understand text in documents and applications. Show More ##### ## Process Development (1) Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Show More ##### ## Operating System (3) PC Operating System Supports Microsoft Windows operating system Mac Operating System Supports macOS operating system Linux Operating System Supports Linux operating system Show More ##### ## Document Processing (9) File Type Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.) Data Extraction Processes data from unstructured and semistructured data sources Mobile Capability Allows for mobile upload of documents and images Intelligent Processing Provides AI and machine learning tools to accelerate data analysis Text Extraction Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF) Metadata Extraction Retrieval of embedded metadata that is present within a file Data Capture and Transfer Import, collect, and capture data from multiple sources Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Show More ##### ## Platform Additional Functionality (4) Integration Integrates with other applications to support document storage, document management, process automation and/or workflow management File Conversion Supports the conversion of uploaded documents to other file types Windows and Mac Supports operations on both Windows and Mac Document Conversion Convert documents and images into editable file formats Show More ##### ## Additional Functionality (270) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Offline Capability Can used without an internet connection Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Customizable Forms Customize contracts and forms to collect specific information Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Content Library Centralized repository to store content and assets Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Information Governance Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Data Capture and Transfer Import, collect, and capture data from multiple sources Indexing Compile and organize data into specific metrics Filtering Find & retrieve relevant data or documents Electronic Signature Digitally sign online documents Version Control Track revisions and updates made to files and navigate between different versions Mobile Access Access software remotely via mobile devices Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Single Sign On Allow users to access multiple services after entering their login credentials once Image Editing Edit, touch up, and convert images for publishing Customizable Branding Add customized logos and colors to align with company branding Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes 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 Activity Tracking Track and document all activities across devices, networks, and other systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Secure Data Storage Securely stores data to prevent data loss or breaches Configurable Workflow Configure existing workflows to meet your organization's needs SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Secure Login At least a username and password is required to access the system Content Delivery Distributing content through various platforms or channels Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Capture Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Templates Sample files or documents that could be customized as needed or used as is File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Branding Add customized logos and colors to align with company branding SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Capture and Transfer Import, collect, and capture data from multiple sources Autofill Automatically populating fields or sections within a form Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Convert to PDF Create, edit, convert to and from PDF files Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Media Library Collection of images, videos and other digital content that can be used Generative AI Use AI to generate content in the form of text, images, videos, etc. Full Text Search Search for specific words or phrases within a document or database Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Forms Management Store, manage and track all forms in a centralized location Electronic Signature Digitally sign online documents 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 Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Workflow Management Create, design and manage workflows for repetitive tasks Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Content Scan Scan written content within documents, files, or websites Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Annotations Highlight content and/or make notations about parts of content Electronic Signature Digitally sign online documents File Transfer Move files across different systems or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Document Review Review and analyze existing information across documents Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Text Editing Edit text as needed Data Verification Process of checking different types of data for accuracy to avoid errors or inconsistencies Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Document Editing Makes changes to document features such as text, fonts, formatting, etc. Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Document Imaging Convert paper files into digital images Full Text Search Search for specific words or phrases within a document or database Multiple Output Formats Create content in various formats, such as print, PDF, HTML and more Secure Data Storage Securely stores data to prevent data loss or breaches Convert to PDF Create, edit, convert to and from PDF files Data Import/Export Import and export data to and from software applications ID Scanning Scan and validate an ID barcode Zone Selection Tool Selects specific portions of images, files, texts, websites or documents Language Detection Identify different languages Document Management Store, manage, and track all electronic documents in a centralized location API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Indexing Compile and organize data into specific metrics Document Management Store, manage, and track all electronic documents in a centralized location 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 Real-Time Updates Receive system updates as soon as any changes are made Real-Time Monitoring Active monitoring of systems, applications, or networks Multiple Data Sources Allows users to manage data from a number of sources Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Address Extraction Extract email addresses from multiple data sources Forms Management Store, manage and track all forms in a centralized location Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Workflow Management Create, design and manage workflows for repetitive tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems API Application programming interface that allows for integration with other systems/databases Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Data Import/Export Import and export data to and from software applications Process Builder Outline and document business processes via step-by-step building blocks Generative AI Use AI to generate content in the form of text, images, videos, etc. Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Data Capture and Transfer Import, collect, and capture data from multiple sources Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Approval Process Control Manage the process of evaluating documents or requests submitted for approval Secure Data Storage Securely stores data to prevent data loss or breaches Process Control Monitor and manage manufacturing and production processes. Code-free Development Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language Ad hoc Analysis Image Recognition Ability of software to identify an image among other data Data Storage Management Manage and store data in a database Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Task Management Create, manage and track all task activities and progression Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Customizable Reports Alter the layout and content of reports Version Control Track revisions and updates made to files and navigate between different versions Integration into Third Party Applications Embed/link applications into third party software so it can be accessed within a third party system Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Mobile Access Access software remotely via mobile devices Document Storage Store and organize documents in a centralized system Data Import/Export Import and export data to and from software applications Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Document Management Store, manage, and track all electronic documents in a centralized location Real-Time Reporting Active reporting of data and metrics Customizable Forms Customize contracts and forms to collect specific information Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Process Modeling & Designing Visually identify, define, and map all details and relationships surrounding business process models and elements Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Task Progress Tracking Track the status and progress of tasks API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Commenting/Notes Leave comments and notes on documents for others to view Forms Management Store, manage and track all forms in a centralized location Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Configurable Workflow Configure existing workflows to meet your organization's needs Graphical Workflow Editor Create, design and modify the flow and processes of tasks in a project Data Visualization Graphical representation of data Workflow Management Create, design and manage workflows for repetitive tasks Process Change Tracking Document any changes or proposed changes made to business processes or workflows AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Management Manage, store and organize emails within the system or via third-party apps Templates Sample files or documents that could be customized as needed or used as is Real-Time Updates Receive system updates as soon as any changes are made Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Fields Customize data fields to support various needs and use cases Version Control Track revisions and updates made to files and navigate between different versions Forms Automation Automate repetitive tasks such as filling out information or creating certain types of forms Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Activity Tracking Track and document all activities across devices, networks, and other systems Single Sign On Allow users to access multiple services after entering their login credentials once Task Management Create, manage and track all task activities and progression Customizable Reports Alter the layout and content of reports Business Process Control Define and maintain business rules that determine workflow capabilities and criteria Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks 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 Generative AI Use AI to generate content in the form of text, images, videos, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Document Lifecycle Management Series of processes that a document goes through from creation to archiving Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compliance Management Track and manage adherence to policies for any service, product, process, or supplier For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation For Legal Professionals Specifically designed to address the needs of law firms and legal departments Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Risk Assessment Initiate collection and analysis of known risks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Workflow Management Create, design and manage workflows for repetitive tasks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Quality Control Ensure that quality requirements and standards are met across production processes Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Approval Process Control Manage the process of evaluating documents or requests submitted for approval Secure Data Storage Securely stores data to prevent data loss or breaches Mobile Access Access software remotely via mobile devices Version Control Track revisions and updates made to files and navigate between different versions Task Management Create, manage and track all task activities and progression Indexing Compile and organize data into specific metrics Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Tracking Track and document all activities across devices, networks, and other systems Disaster Recovery Plan and implement business continuity measures in case of unforeseen events Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Change Management Track and monitor efficient handling of all changes/transitions File Management Create, save, and store files File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Document Management Store, manage, and track all electronic documents in a centralized location Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Import/Export Import and export data to and from software applications Audit Trail A record of all activities within the system, including user access, changes made, etc. Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws API Application programming interface that allows for integration with other systems/databases Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Electronic Signature Digitally sign online documents Document Review Review and analyze existing information across documents Full Text Search Search for specific words or phrases within a document or database Revision History Track what was updated, who made the changes, compare two revisions, and revert or perform another revision Real-Time Reporting Active reporting of data and metrics Forms Management Store, manage and track all forms in a centralized location Document Generation Custom forms to streamline repetitious aspects of a document SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Access Expiration Management Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc. Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Metadata Extraction Retrieval of embedded metadata that is present within a file Commenting/Notes Leave comments and notes on documents for others to view Document Editing Makes changes to document features such as text, fonts, formatting, etc. File Recovery Recover lost, deleted, or damaged files Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Annotations Highlight content and/or make notations about parts of content Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Email Management Manage, store and organize emails within the system or via third-party apps Customizable Branding Add customized logos and colors to align with company branding Document Capture Scan, move or upload electronic files within the software's repository File Conversion Convert files to a different format Document Storage Store and organize documents in a centralized system Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Metadata Management Collect and maintain structured information that describes data or content Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Autosave The system automatically saves work on an interval without the user needing to manually save For Engineering Documents Training Management Track employee/learner's progression through training programs Version Rollback The process of reverting to a previous version or state Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Status Tracking Track the status over time for a request, process, asset, or transaction Version Comparison The process of cross-checking new versions with previous copies to identify changes Document Check-in/Check-out Document Check-in/Check-out Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Enterprise Content Management (ECM) (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Business Process Management (8) Multi-step Planning Ability to break down and plan multi-step processes Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Robotic Process Automation (RPA) (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - OCR (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Digital Process Automation (DPA) (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![Laserfiche](https://images.g2crowd.com/uploads/product/hd_favicon/1549935323/laserfiche.svg "Laserfiche") Laserfiche 4.7/5(1,247) ](https://www.g2.com/products/laserfiche/reviews) [ ![SS&C Blue Prism Intelligent Automation Platform](https://images.g2crowd.com/uploads/product/hd_favicon/ff5eaa80880ed95ec1674ade686fa0e3/ss-c-blue-prism-intelligent-automation-platform.svg "SS&C Blue Prism Intelligent Automation Platform") SS&C Blue Prism Intelligent Automation Platform 4.5/5(402) ](https://www.g2.com/products/ss-c-blue-prism-intelligent-automation-platform/reviews) [ ![Zapier](https://images.g2crowd.com/uploads/product/hd_favicon/09b983be128970316413d9f835f337b5/zapier.svg "Zapier") Zapier 4.5/5(2,088) ](https://www.g2.com/products/zapier/reviews) [ View All Alternatives ](https://www.g2.com/products/visualvault/competitors/alternatives) ##### Categories on G2 [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Robotic Process Automation (RPA)](https://www.g2.com/categories/robotic-process-automation-rpa)[Document Management](https://www.g2.com/categories/document-management) [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Robotic Process Automation (RPA)](https://www.g2.com/categories/robotic-process-automation-rpa)[Document Management](https://www.g2.com/categories/document-management)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm)[Business Process Management](https://www.g2.com/categories/business-process-management)[Digital Process Automation (DPA)](https://www.g2.com/categories/digital-process-automation-dpa)[OCR](https://www.g2.com/categories/ocr)[Document Scanning](https://www.g2.com/categories/document-scanning) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Best value EDI software for manufacturing](https://www.g2.com/discussions/what-s-the-best-value-edi-software-for-manufacturing)[Is there a reliable identity resolution tool that a small DTC brand just starting with personalization can actually afford without an enterprise contract?](https://www.g2.com/discussions/is-there-a-reliable-identity-resolution-tool-that-a-small-dtc-brand-just-starting-with-personalization-can-actually-afford-without-an-enterprise-contract)[What practice management system offers the best analytics features?](https://www.g2.com/discussions/what-practice-management-system-offers-the-best-analytics-features) [Best app for setting up an online store](https://www.g2.com/discussions/best-app-for-setting-up-an-online-store)[What platform provides detailed website performance analytics?](https://www.g2.com/discussions/what-platform-provides-detailed-website-performance-analytics)[Pros and Cons Details](https://www.g2.com/products/visualvault/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)