Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Is your organization considering the transition to digital management of its paper records? Would you find it beneficial to have all your information housed in a single electronic filing cabinet that allows for shared access and automated processes? Electronic Document Management (EDM) could be the perfect solution for your needs. Essentially, EDM creates a centralized digital repository for all your documents, records, and data. Cleardata provides a comprehensive array of EDM solutions along with optional managed services designed to assist in digitizing and capturing both existing and incoming paperwork. The digital filing cabinet serves as a straightforward Electronic Document Storage system, enabling you to store, search, and easily retrieve your information. This system can be set up either on your premises or in the cloud, based on your specific requirements. Additionally, the integration of workflow, automation, and authorization features allows for documents to be efficiently routed to designated individuals or departments. For instance, invoices can be automatically directed to the finance team, followed by the manager responsible for authorizing payments, enhancing overall efficiency. Embracing EDM could streamline your operations significantly and improve accessibility to crucial documents.
Description
What is Virtual Cabinet?
Virtual Cabinet is a leading global provider of digital document management solutions, task management, client communication and electronic signature software. We help businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide user-friendly document management software you will love. Virtual Cabinet serves over 70,000 users and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software.
Where can Virtual Cabinet be deployed?
Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments.
Who Uses Virtual Cabinet?
Professionals across multiple industries including Accounting, Insolvency, Banking, Financial Planning, Healthcare, Legal, Manufacturing, Property, Engineering, Construction, and more use Virtual Cabinet to save time and money on time-consuming administration and filing tasks.
API Access
Has API
No
API Access
Has API
No
Integrations
ATOmate
No
CCH iFirm
No
DocsCorp
No
FLG
No
GoldMine CRM
No
IPS Cloud
No
IRIS Accountancy Suite
No
IRIS Practice Engine
No
Iress
No
LawMaster
No
Integrations
ATOmate
Yes
CCH iFirm
Yes
DocsCorp
Yes
FLG
Yes
GoldMine CRM
Yes
IPS Cloud
Yes
IRIS Accountancy Suite
Yes
IRIS Practice Engine
Yes
Iress
Yes
LawMaster
Yes
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
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Cleardata UK
Country
United Kingdom
Website
www.cleardatagroup.co.uk/document-management/electronic-document-management/
Vendor Details
Company Name
Virtual Cabinet
Founded
1995
Country
United Kingdom
Website
www.virtualcabinet.com
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Product Features
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
Yes
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
Yes
Approval Process Control
Yes
Archiving & Retention
Yes
Audit Trail
Yes
Commenting / Notes
Yes
Document Check-in / Check-out
Yes
For Engineering Documents
No
Revision History
Yes
Version Comparison
Yes
Version Rollback
Yes
Enterprise Content Management (ECM)
Archiving & Retention
Yes
Collaboration Tools
Yes
Content Lifecycle Management
Yes
Digital Asset Management
Yes
Document Management
Yes
Electronic Signature
Yes
Information Governance
Yes
Mobile Access
Yes
Search
Yes
Version Control
Yes
Workflow Management
Yes