[ XfilesPro Reviews ](https://www.g2.com/products/xfilespro/reviews) [ XfilesPro Reviews ](https://www.g2.com/products/xfilespro/reviews) # XfilesPro Features ##### ## Platform (25) Custom Branding Custom branding can be applied through signature process User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Performance and Reliability Integration APIs Email Management Manage, store and organize emails within the system or via third-party apps Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Forms Management Store, manage and track all forms in a centralized location Contact Management Manage, organize, and store contact information Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Event Management Schedule and manage the logistics of activities and other gatherings Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Expiration Management Track and manage expiration of various items including products, warranties, licenses, and contracts Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Video Management Store and manage online video content Performance and Reliability Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting and Auditing Access pre-built and custom reports to monitor user activity and storage System of Record Integration Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint APIs Enables custom integration to external systems Show More ##### ## Signature Process (10) Document Signing Allows signor to easily and intuitively sign documents Reminders and Expirations Reminds signors of documents that are waiting to be signed and document expiration dates Sign-In Process Process of authenticating is secure and seemless Mobile Signatures User can easy send and sign documents on mobile devices Signature Workflow Sendor/Adminstrators can easily set up and track documents through multiple signature steps Bulk Digital Signatures Send documents requiring signature to 1000's of signers at once Reporting Provides standard reports and easy creation of custom reports to manage signature process Signature Document Creation Easy to create signature blocks on all required electronic document types/formats Multi-Party Signing Share documents with different users to collect multiple signatures Electronic Signature Digitally sign online documents Show More ##### ## Security and Scalability (3) Regulatory Compliance Meets required regulartory compliances Signature History and Audit Tracks all document signing history to comply with required regulations Enterprise Scalability Provides features to allow scaling for large organizations Show More ##### ## File Management (6) Device Syncing Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on Web Interface Ability to access documents via a web interface without a client being installed on a device File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Search Can easily find files via a simple and/or advanced search Mobile Apps iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC Video Support Supports various video file formats Show More ##### ## Collaboration (8) File following Allows users to receive updates when files have been updated, added, deleted or moved. File Sharing Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. Simultaneously Editing Users can work simultaneously on files. Change Tracking / Audit Logs Provides an audit log of changes and enables users to revert to a specific version Activity Tracking Track and document all activities across devices, networks, and other systems Progress Tracking Reporting on how each user, task or process has advanced since its initiation Screen Sharing Digitally share screen view with others Real Time Editing Preview and make real-time changes in the web content Show More ##### ## Administration (20) User and Role Management Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. Policies and Controls Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. Device Management Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely. Storage Limits Administer storage limits by user or group Storage Zones Choose data center your files should be stored at Security Stores and transfers files in secure environment Calendar Management Track and manage schedules and meetings via an integrated calendar File Management Create, save, and store files Document Management Store, manage, and track all electronic documents in a centralized location Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Workflow Management Create, design and manage workflows for repetitive tasks Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Email Management Manage, store and organize emails within the system or via third-party apps Version Control Track revisions and updates made to files and navigate between different versions Approval Process Control Manage the process of evaluating documents or requests submitted for approval SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Task Management Create, manage and track all task activities and progression Website Management Built-in website builder or integration with third-party site Secure Data Storage Securely stores data to prevent data loss or breaches Show More ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (14) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. Electronic Signature Digitally sign online documents CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Contract/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Show More ##### ## Contract Management Platform Features (14) Contract Creation Users can create new contracts within the platform using built-in document creation features. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Contract Editing Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. Contract Attachments Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. Contract Collaboration Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. Approval Process Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. Integrations / APIs The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Government Contracts Contracts specific to government agencies or organizations who deal with government agencies Specialty Contracts An agreement that's only valid if signed by all involved parties, sealed, and delivered Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Data Sources (3) Software Integrate with software such as ERP or CRM to use data for document generation Spreadsheets Allows users to generate documents using information from spreadsheets Documents Ability to generate new documents using other documents in multiple formats Show More ##### ## Generation (7) Templates Include templates for various types of documents such as invoices or quotes Automation Automate document generation based on customizable rules Branding Allow users to personalize documents for branding purposes Email Templates Pre-made examples and templates for emails Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Delivery (5) Workflow Define and manage workflows for document distribution Schedule Create a schedule to deliver documents at predefined times Batch Provide the ability to generate and deliver documents by batch Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Generative AI (12) 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. 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. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Generation Custom forms to streamline repetitious aspects of a document AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials Show More ##### ## Agentic AI - Salesforce AppExchange Apps (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 - Cloud Content Collaboration (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation 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 - Contract Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - E-Signature (8) 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 Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Document Generation (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Additional Functionality (238) Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Electronic Signature Digitally sign online documents Full Text Search Search for specific words or phrases within a document or database Data Import/Export Import and export data to and from software applications CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Contract Drafting Create, edit, and revise contracts/written agreements Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Sell Side (Customers) An agreement between a buyer and a seller for the sale and delivery of goods or services Task Management Create, manage and track all task activities and progression Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Annotations Highlight content and/or make notations about parts of content Workflow Management Create, design and manage workflows for repetitive tasks Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Audit Trail A record of all activities within the system, including user access, changes made, etc. Contract Negotiation Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases AI Redlining The use of AI to automate the process of reviewing, identifying and marking changes in contracts Version Control Track revisions and updates made to files and navigate between different versions Completion Tracking Track the current status and completion of activities, tasks, goals or deliverables via progress indicators Contact Management Manage, organize, and store contact information 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 Document Review Review and analyze existing information across documents Customizable Branding Add customized logos and colors to align with company branding Configurable Workflow Configure existing workflows to meet your organization's needs Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Buy Side (Suppliers) An agreement between a business and an external supplier for the delivery of a set of products or services Payment Processing Accept, record, and reconcile financial transactions File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Approval Process Control Manage the process of evaluating documents or requests submitted for approval Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Authentication Verify the identity of users/devices to enable secure access Data Security Protect sensitive data for digital privacy Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access Controls/Permissions Define levels of authorization for access to specific files or systems Version Control Track revisions and updates made to files and navigate between different versions Single Sign On Allow users to access multiple services after entering their login credentials once Audit Trail A record of all activities within the system, including user access, changes made, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Encryption Convert data into a code for security Signature Capture Digitally capture and store a person's handwritten signature Document Conversion Convert documents and images into editable file formats Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Team Collaboration Allow multiple team members to edit and work on the same document Generative AI Use AI to generate content in the form of text, images, videos, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Customizable Fields Customize data fields to support various needs and use cases Searchable Database A collection of records that can be retrieved based on specific queries QR Codes Matrix barcode that stores information Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Multi-Location Manage and support multiple locations Real-Time Data Receive data and information in real time Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Age Verification A way for institutions and businesses to check the age of their customers/clients. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Secure Data Storage Securely stores data to prevent data loss or breaches Waiver Kiosk Set up computers on location to help users sign waivers on-site Data Import/Export Import and export data to and from software applications Photo Capture Capture photos for any type of use case Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Data Import/Export Import and export data to and from software applications Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Audio/Video Conferencing Audio/Video Conferencing Content Library Centralized repository to store content and assets Mobile Access Access software remotely via mobile devices Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users @mentions An @mention is a way to tag or notify a specific person about a message/post Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Prioritization Arrange tasks based on the level of priority or urgency Customizable Branding Add customized logos and colors to align with company branding Commenting/Notes Leave comments and notes on documents for others to view Chat/Messaging Communicate using direct chat or messages within the system Configurable Workflow Configure existing workflows to meet your organization's needs Electronic Signature Digitally sign online documents Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Single Sign On Allow users to access multiple services after entering their login credentials once Task Planning Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Encryption Convert data into a code for security Access Controls/Permissions Define levels of authorization for access to specific files or systems Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Task Scheduling Track and manage the scheduling of tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Content Publishing Options Facilitates online authoring and publishing of the content Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Customizable Forms Customize contracts and forms to collect specific information Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Collaboration Tools Provides a channel for team members to share media files, communicate, and work together API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Third-Party Integrations Set up connections to third-party platforms to improve business processes Text Editing Edit text as needed Audit Trail A record of all activities within the system, including user access, changes made, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Multiple Output Formats Create content in various formats, such as print, PDF, HTML and more Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems Forms Management Store, manage and track all forms in a centralized location Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Content Library Centralized repository to store content and assets Customizable Fields Customize data fields to support various needs and use cases Multi-Language Manage and support multiple languages Data Storage Management Manage and store data in a database Contract Drafting Create, edit, and revise contracts/written agreements Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Full Text Search Search for specific words or phrases within a document or database Interaction Tracking Track interaction history by documenting conversations for contacts Contract/License Management Track, store, and access client contracts or licenses Document Review Review and analyze existing information across documents Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Electronic Signature Digitally sign online documents Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Version Control Track revisions and updates made to files and navigate between different versions AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows 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 ## Top-Rated Alternatives [ ![Conga Composer](https://images.g2crowd.com/uploads/product/hd_favicon/d8671da67dce1a9bd9534611de2a8553/conga-composer.svg "Conga Composer") Conga Composer 4.4/5(918) ](https://www.g2.com/products/conga-composer/reviews) [ ![Dropbox](https://images.g2crowd.com/uploads/product/hd_favicon/1553873478/dropbox.svg "Dropbox") Dropbox 4.4/5(31,418) ](https://www.g2.com/products/dropbox/reviews) [ ![Box](https://images.g2crowd.com/uploads/product/hd_favicon/3d3eeece24c2d6963722f3fb8f7a03e7/box.svg "Box") Box 4.2/5(5,260) 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[View Glossary](/glossary) [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. [Document Signing](/glossary/document-signing-definition) Document signing plays an important role within the contract management process. 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