Related Products
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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!
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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.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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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
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Audience
Companies and professionals seeking a tool to manage business documents, client data, & workflows,
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Audience
Companies looking for a Document Control platform
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$25 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationDocuSoft
United Kingdom
www.docusoft.net
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Company InformationHelpRange
Poland
www.helprange.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Microsoft 365
Not Supported
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