Xpertdoc

Xpertdoc

Xpertdoc Technologies Inc.
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About

The ECM system built specifically for Financial Services. DataStore is the powerful and robust enterprise content management (ECM) system purpose-built for the Financial Services sector. Gain complete control over the capture, indexing, archival, retrieval, accessibility, delivery and retention of every item of business-critical information in your organization, via a secure central repository. Utilize a single source of truth for all content throughout an organization. Enjoy enhanced data security and disaster recovery/business continuity planning. Solve the information dilemma with the ability to equally store and preserve data as well as remove it in compliance with legal and regulatory guidelines.

About

Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial services firms that need an enterprise content management system (ECM)

Audience

Organizations of all sizes and industries that are looking to automate document generation processes, digitize data capture and/or streamline document management.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Mitratech
Founded: 1987
United States
mitratech.com/products/datastore/

Company Information

Xpertdoc Technologies Inc.
Founded: 2000
Canada, with subsidiaries in the United States and Belgium
www.xpertdoc.com

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Xpertdoc

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Interfacing Integrated Management System (IMS)

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Categories

Categories

Data Management Features

Customer Data Supported
Data Analysis Supported
Data Capture Supported
Data Integration Supported
Data Migration Not Supported
Data Quality Control Not Supported
Data Security Supported
Information Governance Supported
Master Data Management Supported
Match & Merge Not Supported

Enterprise Content Management (ECM) Features

Archiving & Retention Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Digital Asset Management Supported
Document Management Supported
Electronic Signature Not Supported
Information Governance Not Supported
Mobile Access Supported
Search Supported
Version Control Supported
Workflow Management Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Not Supported
Version Control Supported

Integrations

Adobe Acrobat Sign Not Supported
Docusign Not Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Not Supported
OneSpan Sign Not Supported
Sugar Sell Not Supported

Integrations

Adobe Acrobat Sign Supported
Docusign Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Supported
OneSpan Sign Supported
Sugar Sell Supported
Claim Mitratech DataStore and update features and information
Claim Mitratech DataStore and update features and information
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