[ 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 (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. 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 (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.) Show More ##### ## 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. 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 (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. Show More ##### ## 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. 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 (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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. 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 (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 Show More ##### ## 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 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 (1,205) ](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 (347) ](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 (2,056) ](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) [ 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 More ##### Explore More [ Top-rated e-merchandising platforms for large retailers ](https://www.g2.com/discussions/what-are-the-top-rated-e-merchandising-platforms-for-large-retailers)[ Which vendor provides AI-powered adaptive authentication? 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