Docsvault

About Docsvault

Deep Dive with Clara AI

Docsvault is an efficient document management software that can be used by enterprises to monitor, collaborate and share multiple business-related documents. The software helps its users to capture data from different sources and manage it in a centralized location, facilitating enhanced security purposes. The automated electronic workflow feature within Docsvault ensures, assigned works to get completed within the stipulated time frame by the right person. The document version control feature within the particular solution facilitates order within an unorganized place. Docsvault’s collaboration capabilities allow smooth exchange of data across different departments of the organization. The software also offers a wide variety of useful features like Responsive eForms, Microsoft Integration, PDF Editing, Correction & Redaction etc. Organisations also get access to a wide variety of customizable reports, admins can control the visibility levels of individual reports and customize their layout size, add colours and configure orientations. The digital signature module offered by Docsvault is in compliance with global e-signature legislation like 21CFR, HIPAA, SOX, JITC and more.

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Pricing

Free Trial Available
Offers Custom plan.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%
Reviews

79%
Momentum

64%
Popularity

78%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Business Hours

Docsvault Awards

# 8 Fastest Growing Software Document Management Software
Q4 2021

Docsvault Features

Show Feature Explanation

Document Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%

Optical Character Recognition (OCR)

Helps in converting scanned paper documents into editable files

Offline Access

Allows users to access files and documents in offline mode

File Type Conversion

Helps in converting one file type into another without compromising the data quality and visibility

File Recovery

Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Retention

Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

Document Indexing

Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Assembly

Helps in creating a document on an automated basis

Document Archiving

Helps in storing documents which have become obsolete but is important as historical data

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Docsvault Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based )

Small Business Custom

Features

Version Control System
Simple Workflow With Email Notifications
Custom Document Profiling (Index Fields)
Concurrent Access with Overwrite Protection (Checkin/Checkout Feature)
Document Notes (With User and Time Log)
Schedule Document Tasks and Reminders
Customizable Document Statuses like Draft, Revision, Published, etc. with associated flags, security and ownership settings
Set Relations Between Documents
Document Links – Virtually Place a Document in Multiple Locations
Folder Sections With Colored Tabs
Folder Templates (Predefined Folder Structures)
File Templates (Predefined set of draft documents for later one-click creation of repetitive documents)
Microsoft Office Word, Excel and PowerPoint Integration
Outlook Integration (Save Emails/Attachments. Attach Documents to Emails)
Save files directly from any application using Windows Explorer Integration
Customizable document IDs to reference files in the repository with your own ID format
Create your own custom index fields and profile documents with relevant metadata for different types of documents in your repository
Index fields can be free text input, predefined static lists, dates, numbers, auto incremental, etc.
Allow choice of profiles or enforce consistency by mandating the use of specified profile under certain locations
Apply predefined/custom validation rules for checking entered values (ex: zip code, phone#, IDs, currency, percentage, integer, etc.)
Automatically name documents, add description and notes based on index values during import
Auto-populate dynamic index values such as current user, date, day, time, etc.
Set indexes to inherit values automatically from their parent folder
Fine-Grained Access Control (Users and Groups)
System-Level Rights For Different System Activities
Prevent users from exporting Documents out of the system
User-Based and Folder Based Ownership Overrides
Active Directory Integration for user authentication
Disable user logins after n number of failed login attempts for security
Importing Static Index values from predefined CSV or XML file lists
Built-in Advanced Scanning Tools
Document Assembly Before Imports (split, merge, rescan, drag and drop pages, etc.)
Multiple Scan Profiles To Accomplish Different Scan Jobs
Scan from any TWAIN-compliant scanner or any folder
Rubber Band OCR for quick profiling
Automatic Document Separation (Barcode, Blank Page, etc.)
Watch Folders or Hot Folders for auto imports from a specified location
Save documents as PDF Files from any application
Comprehensive Search (Simple and Advanced)
Full-text Indexing For Searching Within File Contents
Saved Searches (Public and Private)
Refine Searches To Narrow Down Search Result
Export Search result in different file formats
Integrated PDF Manipulation (PDF Editor)
Correct PDFs with features like redact, erase, edge cleanup, straighten crooked pages, adjust clarity and much more ( PDF Correction Tools)
Assemble PDFs (Append, Reorder, Split, Crop, Extract, etc.)
Merge multiple PDFs to create a new file
Annotate PDFs (Highlight, Notes, Draw, Type, etc.)
Edit PDFs (Change, Move or Delete Text and Images)
Add watermarks, bates numbering, barcode, and e-signature. Import and export comments and retrieve Adobe Acrobat Forms data
Scan and append new pages to any PDF
Convert text and image-based files (Word, Excel, and Images) to PDFs
Folder and File Activity Monitoring
Set instant or periodic Email Alerts for document events for yourself or your team
The query for all activities by any user or under a specified location
Export reports in different file formats
Route document and assign a task to other users
Allot or forward task to an individual or a group
Notifications and schedule reminders via email and/or popup alerts
Review the entire tasks workflow (history of the task)
Add task-related notes
Assign Personal task and reminders
Export Task lists in various file formats
OCR Add-on (Optional)
Open Multiple Locations in Different Tabs
Details View With Sorting and Filters
Customizable Columns (Display Document Index Values)
Thumbnail View With Variable Thumbnail Sizes
Per Folder / Per User View Settings
Drag and Drop / Copy and Paste Simplicity
Customizable Folder Icons (Choose From a List of Import Your Own)
Windows Explorer Like Simple Interface
Previous and Next buttons to navigate through recent locations
Memory for recently used search terms, folders, files, etc.
Email any document version instantly with Docsvault Quick Email
Export file lists in xml, csv, xls, xlsx and pdf format
Search option in Navigation Dialog to quickly locate folders
My Workspace area to quickly access user-specific documents (such as checked out docs, favorite folders & files, recently docs accessed/created, etc.)
Task Calendar to keep track of active and overdue workflow, personal and assigned tasks
Automated Full and Incremental Backups (if SQL server is installed by Docsvault)
Broadcasting and Server-side event Alerts
Server-side Management Tools
Service Availability Monitoring
Database: Microsoft SQL Server 2008 or above with full-text indexing and file stream support. (The free SQL 2014 edition is included by default)
Type of User Licensing: Named, Read-Only, Concurrent
Minimum number of users: 5
Maximum number of users: Unlimited

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Enterprise Custom

Features

Create and Edit Word, Excel and PDF document within Docsvault
Preview contents of all common file formats (Word, Excel, Emails, Tiff, PDF, Images and Drawings) without their native applications
Includes features of Small Business plan, plus
Email Templates
Address book
Identify and retrieve files using Unique System IDs assigned automatically
Share documents with other users adding automated expiry date and simplified access rights
Online Document Management/Web Access
Mobile Apps
Set auto relation between documents based on same index values
Auto document filing based on entered index values
Records Retention
Reports and Charts (view and exports in different file formats)
Maintain parallel repository in simple windows folders
Link Document Profiles to External Databases
Export entire Docsvault repository with metadata
Export Document Profile values as CSV, Xls, XML, etc
Profile-based Auto Filing of scanned documents
Smart Search: Access Docsvault files/folders from any 3rd party application using simple ‘hotkey’ creating virtual integration
Advanced Audit Trial (logs all activities along with from-to information on events)
Access the entire Task Manager using a web browser
Automated Electronic Workflow
Advanced Capture Add-On (Optional)
Advanced Profiles Add-On (Optional)
Barcode Reader Add-on (Optional)
Advanced Import Add-On (Optional)
API Add-On (Optional)
Email Automation Add-On (Optional)
Digital Signature Add-On (Optional)
Web eForms Add-on (Optional)
Analytics Tools Add-on (Optional)
Centralized Management of User Settings
IIS Server: 7.x or higher with asp.net support
Type of User Licensing: External

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Ultimate Custom

Features

Includes features of Enterprise plan, plus
OCR Add-on
Advanced Capture Add-On
Advanced Profiles Add-On
Barcode Reader Add-on
API Add-On
Email Automation Add-On
Digital Signature Add-On
Web eForms Add-on
Analytics Tools Add-on

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Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 26/03/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Docsvault Pricing