Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Docs2Manage is an innovative document management system designed to facilitate the storage of documents while enabling activity tracking and various additional functionalities. It offers the ability to compress documents, allowing users to save an impressive 90% in disk space. This system also provides control over document access, enabling users to monitor who accesses their files and when. Additionally, Docs2Manage boasts the unique feature of allowing batch input of large quantities of documents simultaneously. Its multi-level search functionality significantly enhances the speed at which users can locate their documents. Security measures within Docs2Manage have been strengthened to ensure comprehensive auditing and tracking of all users accessing the system. By accommodating multiple departments within a single database, Docs2Manage empowers each user or designated department to tailor data fields and user permissions according to their specific needs, thereby safeguarding against unauthorized access. Moreover, it includes a document locking feature that restricts editing privileges to enhance security further. The repository mode is particularly advantageous, as it facilitates rapid scanning of disorganized documents, which can subsequently be sorted and categorized to streamline workflow efficiency. This comprehensive approach not only increases productivity but also fosters a more organized and secure document management environment.
Description
NüWorkflow emerged from the challenges faced while working within an investment firm. The solutions developed cater to the needs of various departments, including IT, administration, client services, and research. Each department benefits from distinct features tailored to their specific requirements. For instance, the IT team can utilize tools for creating workflows, managing database connections, and monitoring errors. Meanwhile, client service and administrative departments are equipped with capabilities for generating daily reports, automating processes, and ensuring quality control. Additionally, researchers can independently re-run specific workflows established by IT through a web browser, eliminating the need to seek assistance from IT personnel. As automated tasks increasingly rely on database connections, FTP servers, calendar and holiday logic, email templates, and other inputs, the complexity rises. While managing a few automated tasks might be straightforward, the necessity for a robust system to oversee and streamline automation becomes critical as the number of tasks expands. This centralized approach not only enhances efficiency but also empowers departments to operate seamlessly without constant IT intervention.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
COMvantage
Country
United States
Website
www.docs2manage.com
Vendor Details
Company Name
Opulos Financial Software
Founded
2013
Country
Canada
Website
www.opulos.com/solutions/nuworkflow/
Product Features
Document Management
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
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No