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Made with the end user in mind

Simple, Easy, Flexible, Powerful, Affordable.

Document management is an automated way of organizing, securing, capturing, and digitizing files from multiple sources and applications. It quickly and accurately digitizes all documents into fully searchable files using full text, key words, or customized drilled down searches across the whole enterprise. Your documents are always saved in a centralized repository so you and your staff can find them in office or from the field..



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Document Management

A document management solution is the intelligent automated management of your business documents and content across your whole company. It incorporates your business rules, automates workflows and approval processes. It can track document expiration, provide notifications, run audits, and manage document lifecycles in conjunction with your retention policies.

It increases the efficiency of the entire business and every employee. It is also key in meeting your business compliance needs and mitigating risk and exposure.




Document Management vs Document Storage

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Document Management is the automatic and systematic archiving of your content based on set criteria and business rules that are uniform company wide. It allows anyone with privileges to find what they need is seconds and can be integrated with other applications.







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Document Storage is just that. A place where something is stored without the tools, features and intelligence to help you be efficient, productive and mitigate risk and exposure.







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   Learn how a Document Management system can help your company save time and money.   Schedule Call - Demo






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Retention Policy

Every business should have a well-defined document and data retention policy that everyone follows. There are Federal, State, and agency (i.e. HIPAA) mandates that regulate how long you must keep specific content. Not having a retention policy that every employee follows puts your business at risk and exposure.

  • Document - Date Storage Policies
  • Document - Data Destruction Dates
  • Mitigating Risk & Exposure



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   Need help creating or fine tuning your Retention Policies?   Schedule Call - Demo




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Workflow Automation

The day-to-day use and management of documents is a grind on your employees and business processes. Bottlenecks, missing documents, and human error impede efficiency. We automate these processes eliminating the burden on your employees.

    • Trigger Approval Processes
    • Assignment to Proper Workflows
    • Task Monitoring and Notification







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Keep your information secure. Along with Active Directory integration, there is an embedded system-event viewer that allows administrators to audit actions taken by any user including connections, searches, views, edits, and more.

Built-in compliance ensures your documents are protected (HIPPA, SOX, FERPA).









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Integrate with software packages, from accounting software and project management applications like Quick Books, Salesforce, Sage, Microsoft Office and more. Information can be pulled from other applications during the capture process to make the indexing task easy and accurate. Captured information can be pushed to qualifying applications using workflow rules based on events or schedules







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