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Average Ratings 19 Ratings

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Average Ratings 0 Ratings

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Description

CloudFiler provides filing and searching in both New and Classic Outlook on all phones & tablets, all popular browsers, Macs and ARM based devices. Created Microsoft's new web Add-in technology by the architect of the Oasys email management system previously owned by Arup Group Ltd and the Excitech Mail system owned by Symetri and latterly Pentagon. File to: the cloud, Windows folders, SharePoint, OneDrive, Egnyte, Autodesk Forma, Bentley ProjectWise, etc. Favoured by the biggest businesses globally.

Description

Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Autodesk Forma Yes 
Dropbox Yes 
Egnyte Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Oracle Aconex Yes 
Procore Yes 
ProjectWise Yes 

Integrations

Microsoft 365 Yes 
Autodesk Forma No 
Dropbox No 
Egnyte No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft SharePoint No 
Oracle Aconex No 
Procore No 
ProjectWise No 

Pricing Details

£7/user/month
Three tiers are available: Standard, Professional and Enterprise. See our web site for details.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dinamich Ltd

Founded

2021

Website

www.cloudfiler.io

Vendor Details

Company Name

DocuSoft

Country

United Kingdom

Website

www.docusoft.net

Product Features

Document Management

CloudFiler serves as a dedicated email filing solution, specifically designed to organize emails without handling other types of documents. It simplifies the process for employees to categorize emails under various labels such as projects, clients, cases, and matters, ensuring that these emails remain easily accessible even after an employee leaves the organization. This system allows you to store crucial emails alongside other significant documents, whether they are housed in Windows Folders, SharePoint, or cloud services like Egnyte, Box, Dropbox, or any other commercial platforms.

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Email Management

CloudFiler stands out as the leading solution for organizing email correspondence. It simplifies the process for employees to categorize emails into various categories such as projects, clients, cases, and matters, ensuring that these vital documents are easily accessible even after team members depart from the organization. This system integrates seamlessly with your existing document storage, whether it's in Windows Folders, SharePoint, cloud platforms like Egnyte, Box, Dropbox, or other commercial solutions. Whether your team uses both Classic and New Outlook, or needs the capability to file and search emails while working from the office, on the go, or from home, CloudFiler accommodates a wide range of devices including PCs, Macs, Androids, iPhones, tablets, and various web browsers. This flexibility empowers your staff while providing you with the assurance that emails are securely organized in your own storage system and can be retrieved instantly through our specially designed high-speed search feature.

Data Recovery No 
Email Archiving Yes 
Email Deletion No 
Email Discovery No 
Email Monitoring No 
Email Recall Yes 
Queue Manager No 
Response Management No 
Routing No 
Shared Inboxes Yes 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature No 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Document Version Control

Access Controls/Permissions No 
Approval Process Control No 
Archiving & Retention No 
Audit Trail No 
Commenting / Notes No 
Document Check-in / Check-out No 
For Engineering Documents No 
Revision History No 
Version Comparison No 
Version Rollback No 

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

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