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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Since its inception in 1999, our company has led the way in digital filing and document management solutions in Australia, originally referred to as paperless office systems or electronic filing. We pride ourselves on offering more than just software; we provide a personalized business partnership with a local expert who dedicates time to comprehensively understand your organization's workflow and documentation requirements. Your search for an optimal document management solution ends here. Your employees can wave goodbye to cumbersome file storage, paper cuts, dust from physical archives, and the complexities of managing extensive spreadsheets. No longer will you have to navigate the confusing labyrinth of Google Docs or Explorer folders. Additionally, you can leave behind the frustrations of Dropbox and OneDrive restrictions. Within just an hour of installation, your team will be effectively utilizing Info-Organiser, which is tailored to align with your workflow, features customizable screen layouts and color schemes, and allows you to save your most frequently used searches. This innovative approach ensures that you maximize efficiency and streamline your document management process.

Description

When considering external file storage alternatives to integrate with your Salesforce CRM, one can explore a variety of solutions, including cloud-based services such as SharePoint, Amazon S3, Google Drive, OneDrive, and Dropbox, as well as on-premises options like SMB, SFTP, and Network Drive. If you're finding it challenging to manage files within Salesforce, XfilesPro offers a range of compelling features designed to enhance your file management process, making it more straightforward and efficient. This tool allows for seamless collaboration with external storage systems, ensuring that files are easily accessible for viewing, editing, and sharing among internal Salesforce users and external collaborators alike. Moreover, XfilesPro empowers community users by integrating smoothly with Salesforce community portals, which increases overall engagement and productivity. Additionally, it supports functionalities such as Mass Download, Mass Delete, and Mass Sharing, benefiting both List and Bi-Sync component users, thus streamlining large-scale file operations. With XfilesPro, you can simplify your file management and improve the efficiency of your collaborative efforts across various platforms.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon S3 No 
Dropbox No 
Google Drive No 
Microsoft OneDrive No 
Microsoft SharePoint No 
Salesforce No 

Integrations

Amazon S3 Yes 
Dropbox Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
Salesforce Yes 

Pricing Details

$50 per month
Free Trial Yes 
Free Version No 

Pricing Details

$0.99 per user per month
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 No 

Deployment

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

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

IOS Technologies

Founded

1999

Country

Australia

Website

www.info-organiser.com.au

Vendor Details

Company Name

Ceptes

Founded

2010

Country

India

Website

xfilespro.com

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
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 No 
Version Control Yes 

Product Features

Cloud Storage

Access Control No 
Archiving & Retention No 
Backup No 
Data Migration No 
Data Synchronization No 
Encryption No 
File Sharing No 
Version Control No 

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

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