+
+

Related Products

  • UnForm
    19 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • LogicalDOC
    150 Ratings
    Visit Website
  • ONLYOFFICE Docs
    715 Ratings
    Visit Website
  • iBabs
    79 Ratings
    Visit Website
  • Canopy
    1,172 Ratings
    Visit Website
  • Paligo
    104 Ratings
    Visit Website
  • isoTracker Quality Management
    19 Ratings
    Visit Website
  • Foxit Document Workflow APIs
    8 Ratings
    Visit Website
  • SBS Quality Management Software
    7 Ratings
    Visit Website

About

Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!

About

Protect your documents and use PDF tracking to find out who, when and how is viewing your PDFs. Use HelpRange for lead generation so that your documents would work as lead magnets for you. HelpRange helps sales, analysts, content creators, and marketing teams to be more secure and efficient. Ask users about their email before they view your document (lead magnets). Track for how long and what pages were read. Let only one user to view your PDF at the same time. Use end-to-end encryption to secure your PDF.

Platforms Supported

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

Platforms Supported

Windows Not 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

Companies and professionals seeking a tool to manage business documents, client data, & workflows,

Audience

Companies looking for a Document Control platform

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$25 per month
Free Version Not Supported
Free Trial Not 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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

DocuSoft
United Kingdom
www.docusoft.net

Company Information

HelpRange
Poland
www.helprange.com

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.

Alternatives

Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation
Doc.It by IRIS

Doc.It by IRIS

Doc.It Inc.
SCHEMA ST4

SCHEMA ST4

SCHEMA Group
Assai

Assai

Assai Software Services

Categories

Categories

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Not Supported

Sales Content Management Features

Audio / Video Recording Not Supported
Audio File Management Not Supported
Branded Sales Content Supported
Centralized Sales Content Repository Not Supported
Collaboration Tools Supported
Content Recommendations Not Supported
Email Management Not Supported
Engagement Analytics Supported
Interaction Tracking Not Supported
Personalization Not Supported
Sales Partner Management Not Supported
Sales Training / Onboarding Not Supported
Video File Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Not Supported
Email Sequences Not Supported
Email Tracking / Automation Not Supported
Lead Management Supported
Reporting / Analytics Not Supported
Sales / Voice Dialer Not Supported
Sales Automation Not Supported
Search Not Supported
Task Management Not Supported
Templates Not Supported
Workflow Management Not Supported

Integrations

Microsoft 365 Supported

Integrations

Microsoft 365 Not Supported
Claim DocuSoft and update features and information
Claim DocuSoft and update features and information
Claim HelpRange and update features and information
Claim HelpRange and update features and information