Store physical and electronic documents efficiently, securely and cost-effectively.
Organize all your information to make faster, better business decisions.
Streamline daily tasks and collaboration by gathering digital files into a central repository.
Add stamps, sticky notes, textboxes, highlights and more, to documents.
Redact selected document text to keep it secure from unauthorized viewers.
Track and audit every action on documents and folders throughout the enterprise.
Increase transparency by making vital information easily accessible through a public portal.
Restrict access to folders, documents, fields, annotations and other granular document properties.
Track, display and compare multiple versions of the same document in one place.
—Bob Bloom, Executive Vice President and Chief Financial Officer of Heifer InternationalRead the Success Story
Whether you’re considering a document management system (DMS) for the first time or looking to replace a legacy system, this handbook has everything you need to start your research.