Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

Alternatives

SkyDoc Reviews

SkyDoc

Tvarana Software Solutions Pvt Ltd

Alternatives

DocuHold Reviews

DocuHold

3C Technologies
acompay Reviews

acompay

ACOM
RealDPG Reviews

RealDPG

RealCGR
Hidesc Reviews

Hidesc

Hidesc Private Limited