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Home/Document Management Software/DocsvaultUpdated on: December 5, 2023
Docsvault - Document Management Software
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Docsvault

Manage important documents in an organized way
(17 Ratings) Write Review

What is Docsvault and how does it work? Docsvault is an efficient document management software that can be used by enterprises to monitor, collaborate and share multiple business-related documents. The software helps its users to capture data from different sources and manage it in a centralized location, facilitating enhanced security purposes. The automated electronic workflow feature within Docsvault ensures, assigned works to get completed within the stipulated time frame by the right person. The document version control feature within the particular solution facilitates order within an unorganized place. Docsvault’s collaboration capabilities allow smooth exchange of data across different departments of the organization. The software also offers a wide variety of useful features like Responsive eForms, Microsoft Integration, PDF Editing, Correction & Redaction etc. Organisations also get access to a wide variety of customizable reports, admins can control the visibility levels of individual reports and customize their layout size, add colours and configure orientations. The digital signature module offered by Docsvault is in compliance with global e-signature legislation like 21CFR, HIPAA, SOX, JITC and more.
FOLLOWERS 256 351 140 106

Docsvault Awards

Docsvault Features Show All Features

Docsvault Technical details

Support Business Hours Customer Type Freelancers Large Enterprises Medium Business Small Business
API Location / Phone Number Linwood, New Jersey / +1 732-960-3330
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Official Website https://www.docsvault.com/
Category Document Management Software

Docsvault Pricing

Pricing ModelFree Trial , Quotation Based
Small Business
Custom

Features

  • Version Control System
  • Simple Workflow With Email Notifications
  • Custom Document Profiling (Index Fields)
  • Concurrent Access with Overwrite Protection (Checkin/Checkout Feature)
  • Document Notes (With User and Time Log)
  • Schedule Document Tasks and Reminders
  • Customizable Document Statuses like Draft, Revision, Published, etc. with associated flags, security and ownership settings
  • Set Relations Between Documents
  • Document Links – Virtually Place a Document in Multiple Locations
  • Folder Sections With Colored Tabs
  • Folder Templates (Predefined Folder Structures)
  • File Templates (Predefined set of draft documents for later one-click creation of repetitive documents)
  • Microsoft Office Word, Excel and PowerPoint Integration
  • Outlook Integration (Save Emails/Attachments. Attach Documents to Emails)
  • Save files directly from any application using Windows Explorer Integration
  • Customizable document IDs to reference files in the repository with your own ID format
  • Create your own custom index fields and profile documents with relevant metadata for different types of documents in your repository
  • Index fields can be free text input, predefined static lists, dates, numbers, auto incremental, etc.
  • Allow choice of profiles or enforce consistency by mandating the use of specified profile under certain locations
  • Apply predefined/custom validation rules for checking entered values (ex: zip code, phone#, IDs, currency, percentage, integer, etc.)
  • Automatically name documents, add description and notes based on index values during import
  • Auto-populate dynamic index values such as current user, date, day, time, etc.
  • Set indexes to inherit values automatically from their parent folder
  • Fine-Grained Access Control (Users and Groups)
  • System-Level Rights For Different System Activities
  • Prevent users from exporting Documents out of the system
  • User-Based and Folder Based Ownership Overrides
  • Active Directory Integration for user authentication
  • Disable user logins after n number of failed login attempts for security
  • Importing Static Index values from predefined CSV or XML file lists
  • Built-in Advanced Scanning Tools
  • Document Assembly Before Imports (split, merge, rescan, drag and drop pages, etc.)
  • Multiple Scan Profiles To Accomplish Different Scan Jobs
  • Scan from any TWAIN-compliant scanner or any folder
  • Rubber Band OCR for quick profiling
  • Automatic Document Separation (Barcode, Blank Page, etc.)
  • Watch Folders or Hot Folders for auto imports from a specified location
  • Save documents as PDF Files from any application
  • Comprehensive Search (Simple and Advanced)
  • Full-text Indexing For Searching Within File Contents
  • Saved Searches (Public and Private)
  • Refine Searches To Narrow Down Search Result
  • Export Search result in different file formats
  • Integrated PDF Manipulation (PDF Editor)
  • Correct PDFs with features like redact, erase, edge cleanup, straighten crooked pages, adjust clarity and much more ( PDF Correction Tools)
  • Assemble PDFs (Append, Reorder, Split, Crop, Extract, etc.)
  • Merge multiple PDFs to create a new file
  • Annotate PDFs (Highlight, Notes, Draw, Type, etc.)
  • Edit PDFs (Change, Move or Delete Text and Images)
  • Add watermarks, bates numbering, barcode, and e-signature. Import and export comments and retrieve Adobe Acrobat Forms data
  • Scan and append new pages to any PDF
  • Convert text and image-based files (Word, Excel, and Images) to PDFs
  • Folder and File Activity Monitoring
  • Set instant or periodic Email Alerts for document events for yourself or your team
  • The query for all activities by any user or under a specified location
  • Export reports in different file formats
  • Route document and assign a task to other users
  • Allot or forward task to an individual or a group
  • Notifications and schedule reminders via email and/or popup alerts
  • Review the entire tasks workflow (history of the task)
  • Add task-related notes
  • Assign Personal task and reminders
  • Export Task lists in various file formats
  • OCR Add-on (Optional)
  • Open Multiple Locations in Different Tabs
  • Details View With Sorting and Filters
  • Customizable Columns (Display Document Index Values)
  • Thumbnail View With Variable Thumbnail Sizes
  • Per Folder / Per User View Settings
  • Drag and Drop / Copy and Paste Simplicity
  • Customizable Folder Icons (Choose From a List of Import Your Own)
  • Windows Explorer Like Simple Interface
  • Previous and Next buttons to navigate through recent locations
  • Memory for recently used search terms, folders, files, etc.
  • Email any document version instantly with Docsvault Quick Email
  • Export file lists in xml, csv, xls, xlsx and pdf format
  • Search option in Navigation Dialog to quickly locate folders
  • My Workspace area to quickly access user-specific documents (such as checked out docs, favorite folders & files, recently docs accessed/created, etc.)
  • Task Calendar to keep track of active and overdue workflow, personal and assigned tasks
  • Automated Full and Incremental Backups (if SQL server is installed by Docsvault)
  • Broadcasting and Server-side event Alerts
  • Server-side Management Tools
  • Service Availability Monitoring
  • Database: Microsoft SQL Server 2008 or above with full-text indexing and file stream support. (The free SQL 2014 edition is included by default)
  • Type of User Licensing: Named, Read-Only, Concurrent
  • Minimum number of users: 5
  • Maximum number of users: Unlimited
Enterprise
Custom

Features

  • Create and Edit Word, Excel and PDF document within Docsvault
  • Preview contents of all common file formats (Word, Excel, Emails, Tiff, PDF, Images and Drawings) without their native applications
  • Includes features of Small Business plan, plus
  • Email Templates
  • Address book
  • Identify and retrieve files using Unique System IDs assigned automatically
  • Share documents with other users adding automated expiry date and simplified access rights
  • Online Document Management/Web Access
  • Mobile Apps
  • Set auto relation between documents based on same index values
  • Auto document filing based on entered index values
  • Records Retention
  • Reports and Charts (view and exports in different file formats)
  • Maintain parallel repository in simple windows folders
  • Link Document Profiles to External Databases
  • Export entire Docsvault repository with metadata
  • Export Document Profile values as CSV, Xls, XML, etc
  • Profile-based Auto Filing of scanned documents
  • Smart Search: Access Docsvault files/folders from any 3rd party application using simple ‘hotkey’ creating virtual integration
  • Advanced Audit Trial (logs all activities along with from-to information on events)
  • Access the entire Task Manager using a web browser
  • Automated Electronic Workflow
  • Advanced Capture Add-On (Optional)
  • Advanced Profiles Add-On (Optional)
  • Barcode Reader Add-on (Optional)
  • Advanced Import Add-On (Optional)
  • API Add-On (Optional)
  • Email Automation Add-On (Optional)
  • Digital Signature Add-On (Optional)
  • Web eForms Add-on (Optional)
  • Analytics Tools Add-on (Optional)
  • Centralized Management of User Settings
  • IIS Server: 7.x or higher with asp.net support
  • Type of User Licensing: External
Ultimate
Custom

Features

  • Includes features of Enterprise plan, plus
  • OCR Add-on
  • Advanced Capture Add-On
  • Advanced Profiles Add-On
  • Barcode Reader Add-on
  • API Add-On
  • Email Automation Add-On
  • Digital Signature Add-On
  • Web eForms Add-on
  • Analytics Tools Add-on
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Docsvault Pricing
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Disclaimer: The pricing details were last updated on 26/03/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Docsvault pricing.

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Docsvault Reviews

OVERALL RATING 4.8 Based on 17 Rating(s)
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Videos on Docsvault

Online Document Management Software System: DocsVault
Document Management Software Benefits - Docsvault
Docsvault Smart Search
Online Document Management Software System: DocsVault
Document Management Software Benefits - Docsvault
Docsvault Smart Search

Docsvault FAQs

Docsvault is Document Management Software. Docsvault offers the following functionalities:

  • Optical Character Recognition (OCR)
  • Offline Access
  • File Type Conversion
  • File Recovery
  • e-Signature
  • Document Retention
  • Document Indexing
  • Document Assembly
  • Document Archiving
  • Compliance Tracking
  • Collaboration Tools
  • Version Control

Learn more about Docsvault features.

Yes, Docsvault provides API.

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