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Average Ratings 2 Ratings

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Description

Webdocs offers comprehensive document management solutions that cater to cloud platforms, Windows, and IBM iSeries systems. Their document management software enables users to digitally capture, organize, and share all types of documents and data seamlessly. You can easily automate the routing of electronic files through various workflows, such as approvals, payments, and order fulfillment, eliminating the need for cumbersome paper processes. By integrating ERP, POS, LOBs, and additional systems with your document management software, you ensure consistent data management throughout your organization. Say goodbye to the challenges of printing spool files and the complexities of generating reports in different formats. With Webdocs, you can create and deliver reports using a single tool, streamlining your workflow. Additionally, Webdocs lays a solid foundation for electronic document management, while its other specialized software modules focus on accounts payable processes, forms management, and efficient document creation and distribution. This comprehensive approach enhances overall productivity and simplifies document-related tasks across the board.

Description

In the corporate world, the daily tasks heavily depend on documents and emails for seamless operations. Fileplan instills confidence within your organization by ensuring systematic filing along with robust document management and collaboration capabilities. Teams that are constantly on the go require efficient access to their documents, allowing them to swiftly locate what they need without the hassle of sifting through duplicates or determining which version is the most current. With fileplan, your team can enjoy the flexibility of remote access, facilitating effective collaboration from anywhere while maintaining strict oversight of project-related documents. Certain documents, especially those outlining your company's contractual commitments or ISO-certified procedures, are critical and necessitate meticulous control over time. Fileplan adeptly oversees the entire lifecycle of each controlled document, guaranteeing that nothing is more paramount than safeguarding the security and integrity of your documents and emails. This comprehensive approach not only promotes operational efficiency but also fosters a culture of accountability within the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

IBM i Yes 

Integrations

IBM i No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$40 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs No 
Webinars Yes 
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

Fortra

Founded

1982

Country

United States

Website

www.fortra.com/products/electronic-document-management-system-software

Vendor Details

Company Name

Radix Software

Founded

2010

Country

Australia

Website

www.fileplan.com

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management 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 

Document Generation

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

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention No 
Electronic Signature Yes 
Email Management No 
File Recovery No 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Product Features

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 

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 Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

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