Smart File Box

Smart records management software

DMS Details
  • Support
  • Price at start
Unique benefits of this DMS

Projects - Projects are collection of documents organized in a certain way. You can create any number of projects, create any number of sections or folders within each project, give access to users for select folders, configure the project with approval workflows for uploaded files and do more.

Smart File
Smart File is a single PDF file containing the documents from specific sections matching certain criteria in a specific order, with table of contents, bookmarks, page numbers and header & footer. You can easily change the configuration, set the criteria and generate Smart Files for each project. Compliance records can be generated quickly and easily.

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Software Company Details
Service Aspects
  • 24/7 (Live rep) Support
  • Free trial
  • Free version
  • In Person Training
  • Live Online Trainings
  • Webinars
Document Processing Features
  • Audio File Processing
  • Digital Asset Management
  • Document Archiving
  • Document Input (Scanner, Mail, Manual, Upload)
  • Document Storage
  • Electronic Signature
  • File-Type Conversion
  • Image Editor
  • Inbuilt Document Editors
  • Indexing
  • Online Forms / Forms Management
  • Optical Character Recognition
  • Process Management
  • Revise Documents
  • Universal Format Support
  • Version Management
  • Video Content Processing
  • Workflow Automation
  • Workflow Individualization
Compliance Features
  • Archive Documents
  • Compliant document retention
  • GDPR/DSGVO Compliant
  • Tracking Compliance
Security Features
  • Automated Backups
  • Data rescue
  • Digital Distribution Management
  • Digital Rights Protection
  • Document Security
  • License Management
  • Reporting / Analytics
  • Simple Updating Process
  • Supports SSL
  • User Access Management / Permissions
  • Watermarking

Smart File Box is much more than a cloud storage repository to manage project or customer records within access controlled areas, inside folders that allow only authorized users to view or add or edit records. It supports approval workflow, annotation or marking up files, version control, instant messaging for queries and maintains an audit trail for each document.

Have you dreamt of creating a single file for a project containing all the files in some specific order, with table of contents, bookmarks, page numbers, header & footer? We have and we call it a Smart File. This is the core of Smart File Box.
It is as easy as - selecting the entire project or a particular set of folders, change the order of the folders, select what type of files you want in the final output like approved documents only or all documents, select a header & footer design, click generate and just wait for a few seconds. That’s all! Smart File Box will produce the file in next to no time!

Availability Features
  • Cloud Access
  • Offline Access
  • Own cloud / On Premise (Opposite of Cloud)
  • Reduced Physical Storage
  • Remote Document Access
  • Third Party Integrations
Collaboration Features
  • Brainstorming Feature
  • Budgeting & Forecasting
  • Change Management
  • Collaboration / Chat
  • Forward, Move, Share Documents
  • Knowledge Management
  • Project Management
  • Real Time Editing
  • Task Management
  • Time Tracking
User Experience Features
  • Bulk Document Upload
  • Customer Service
  • Customizable Templates
  • Document Automation/Assembly
  • Document content and meta data search
  • Drag & Drop
  • E-Forms
  • Filter
  • Gamification
  • Onboarding Features
  • Search
  • Supports multiple languages
  • Text Editor
  • User Interface Customization
Marketing Features
  • Artwork Management
  • Automated Quoting & Pricing
  • Campaign Management
  • Customer Relationsship Management
  • Digital Contracts
  • Distribution of Fulfilment
  • Guided Selling
  • Online Invoicing
  • Payment Processing
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Sales Training Management
  • SEO Management
  • Tax Calculator
  • Video Making / Editing
  • Website Management
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