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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Optix flexible options include document management, workflow automation (business processes management), and records management for multi-user organisations. Optix allows organizations to store, route, secure, and capture content in almost any format. They can also manage multiple revisions. Optix has a presence that includes the Fortune 500, federal, states, and local governments as well as SMBs. It offers both hosted and on-premise solutions that can be integrated with other business applications.

Description

Smart Record offers a revolutionary digital platform designed to replace cumbersome paper-based record-keeping with a secure, efficient, and user-friendly solution. It empowers authorized users—including employees, customers, and partners—to easily generate, access, and collaborate on records using advanced features like a drag-and-drop form creator and a library of pre-built templates. The platform also includes a personalized calendar for scheduling and tracking important tasks related to record management, ensuring deadlines are met consistently. Automated, customizable notifications keep all relevant parties updated, while a comprehensive transactional audit log provides a full history of record changes and access for accountability. By automating the entire record life cycle, Smart Record eliminates the need to physically move documents, reducing errors and speeding up daily operations. This automation not only streamlines workflows but also enhances security and compliance by protecting vital corporate information. Smart Record is designed to support organizational efficiency and data integrity simultaneously. It represents a critical step forward in modernizing how businesses handle their essential records.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Oracle BPM Suite Yes 
PowerSchool Yes 
SAP Business One Yes 
SAP CRM Yes 
Salesforce Yes 

Integrations

Oracle BPM Suite No 
PowerSchool No 
SAP Business One No 
SAP CRM No 
Salesforce No 

Pricing Details

$360
Optix systems range from CLOUD SaaS based to perpetual on premises and everything in between
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

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

Deployment

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

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 No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Mindwrap

Founded

1988

Country

United States

Website

www.mindwrap.com

Vendor Details

Company Name

Smart Record

Country

Canada

Website

smartrecord.online/

Product Features

Data Extraction

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

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates 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 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 

Enterprise Content Management (ECM)

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

OCR

Batch Processing Yes 
Convert to PDF Yes 
ID Scanning No 
Image Pre-processing No 
Indexing Yes 
Metadata Extraction Yes 
Multi-Language No 
Multiple Output Formats No 
Text Editor No 
Zone Selection Tool No 

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 

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