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.
Workflow (5)
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.
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.
Customization (9)
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.
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.)
Collaboration (4)
Permissions for Sharing
Enable decision-makers to easily share processes with the proper employees.
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.
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.
Edit (4)
File Type
As reported in 12 VisualVault reviews. Save documents in a variety of file types
Color
Offer the choice between color and black and white scanning This feature was mentioned in 11 VisualVault reviews.
Crop
Based on 11 VisualVault reviews. Allow users to crop and edit document formatting
Size
Give users the option to adjust scanning size 11 reviewers of VisualVault have provided feedback on this feature.
Logistics (5)
Upload
Based on 12 VisualVault reviews. Allow users to upload documents directly to the platform
Email Attachment
As reported in 11 VisualVault reviews. Send as an email attachment
Direct Send
Send directly from the platform This feature was mentioned in 11 VisualVault reviews.
Document Management
Based on 12 VisualVault reviews. Store and manage previously scanned documents
Search
Let users search for documents within the platform 11 reviewers of VisualVault have provided feedback on this feature.
Automation Building (6)
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.
Bot Management & Execution (6)
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.
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.
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.
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.
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.
Process Development (1)
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
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
Document Processing (4)
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
Platform Additional Functionality (3)
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
Additional Functionality (5)
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
Generative AI (2)
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.
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
Agentic AI - Business Process Management (7)
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
Agentic AI - Robotic Process Automation (RPA) (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
Agentic AI - OCR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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


