The Core Building Blocks

Templating

Create a system of record by defining what information should be captured for each type of document that is handled by your teams.

Smart Tagging

Use the power of backlining to create relationships between documents and information across your database.

Smart Archiving

Automate archiving and retention and remove one more manual process from your team's shoulders.

Smart Folder-ing

Going folderless isn’t always an option when managing large amounts of unique documents and information but getting smart about it is.

Collaborating

Eliminate knowledge gaps and lack of information retention between staff both old and new.

Tracking

No one wants to be the one who missed the critical date or task that was time sensitive.

A single source of truth

Reporting

Find the information you need in a matter of seconds

Saved Views

Customize your view to see only what’s important for your role

Role-Based Access

Limit user access with granular user privileges

Notes

Keep your personal notes & tasks next to the documents they relate to

Communication

Simplify knowledge transfer and knowledge retention

Activity & Audit Logs

Keep tabs on who's doing what and what’s changed

Build your workflow in minutes not months

Features

The Building Blocks for Your Team to Build a System of Record

Collection

Streamline document collection from 3rd parties without email attachments or portal setups.
Monitor requests to ensure timely collection of all necessary documents.

Management

Standardize processes for capturing, sharing, and managing documentation.
Empower staff with a unified information source for tracking, collaboration, and reporting.

Retention

Automate document retention in compliance with retention policies.
Enhance knowledge retention for both existing and new team members.

The Core Building Blocks

1

Requesting

Instantly create requests for collecting documents from multiple parties without the hassle of having to send emails and chase them back and forth.

Save and reuse request templates for common requests.
Monitor progress of recipients in providing requested documents.
Automatically capture and organize received documents within your team workspace.

Capture

Define what information staff should capture for any type of documentation that is collected.

Work with all departments to ensure the information they care about is captured.
Specify what information is required or optional to capture.
Set reminders for information that is date sensitive.

2

3

Approve

Define approval workflows for the types of documents that your teams collect.

Add multiple level of approval cross departmentally.
Monitor what documents have been approved or are pending approval.
Increase visibility across the organization.

Organize

Create workspaces specific to document types to ensure all stakeholders across the organization have the appropriate visibility.

Control what level of role based-access each user should have.
Set rules and requirements on how documents should be organized.
Monitor activity and maintain compliance.

4

5

Track

After organizing, ensure that the team never misses a date, task or milestone associated with a document.

Tag all stakeholders on documents that they should be monitoring.
Set multiple reminders per date to ensure notifications aren’t ignored.
Define next steps for team members to follow when a date approaches.

Collaborate

Breakdown the silos that traditionally exist between departments.

Allow for cross-functional collaboration.
Increase knowledge sharing and retention.
Never a skip a beat when tenured staff depart.

6

7

Retain

At the end of a document's life, automate the required retention.

Easily setup document-specific retention periods.
Ensure archived documentations are in a frozen state.
Allow users to still interact and collaborate on archived documents.

A Single Source of Truth

Reporting

Find the information you need in a matter of seconds.

Saved Views

Customize your view to see only what’s important for your role.

Role-based Access

Limit user access with granular user privileges.

Notes

Keep your personal notes & tasks next to the documents they relate to.

Communication

Simplify knowledge transfer and knowledge retention.

Activity & Audit Logs

Keep tabs on who's doing what and what’s changed.

Build Your Workflow in Minutes Not Months