File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
(Based on 46 reviews)
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
(Based on 28 reviews)
Keep track of incrementally changing versions of the same file.
Multiple users can collaborate on document creation, annotation, and review.
Autogenerate documents based on templates and form submission.
(Based on 29 reviews)
Able to create and manage submittable user forms.
Portals and Sites
Able to create user portals and sites.
(Based on 26 reviews)
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
(Based on 24 reviews)
Can easily find files via a simple and/or advanced search.
(Based on 45 reviews)
Ability to access documents via a web interface without a client being installed on a device.
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
(Based on 13 reviews)
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
The workflow engine provides relevant and customizable conditions on which to execute rules.
Any action a user can perform in the system can be specified as an automated action.
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
(Based on 23 reviews)
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
Provides users a holistic view of all workflows so as to see how all processes work together.
Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Onboarding and offboarding team members with Active Directory/SAML-based identity providers.
Policies and Controls
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Administer storage limits by user or group.
(Based on 36 reviews)
Choose at which data center your files should be stored.
(Based on 33 reviews)
Stores and transfers files in secure environment.
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
The ability to create custom workflows aligned with business objectives.
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
Not enough data available
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
Not enough data available
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
(Based on 16 reviews)
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
(Based on 35 reviews)
Enables custom integration to external systems.
(Based on 27 reviews)
Permissions for Sharing
Enable decision-makers to easily share processes with the proper employees.
Compile data from across all systems so that users can view relevant information easily.
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
Ensures the right task is being assigned to the proper employee across an entire process.