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About

Docupile is an advanced AI-powered Electronic Document and Records Management System (EDRMS) built to simplify how organizations manage documents, records, and compliance. It helps businesses streamline document workflows, reduce manual effort, and maintain control over information across its entire lifecycle. With enterprise-grade security at its core, Docupile is compliant with SOC 2 Type II and ISO 27001 standards, ensuring strong data protection, secure access controls, audit trails, and reliable compliance readiness. The platform supports automated retention, version control, and audit-friendly document handling, making regulatory requirements easier to manage. Docupile’s intelligent automation features include AI-driven auto file naming, metadata extraction, automated folder creation, and structured filing based on predefined rules. A centralized and searchable repository allows teams to quickly locate documents without digging through disorganized folders.

About

Stop juggling multiple systems to manage the core of your non-trading compliance. Patrina’s Integrated Compliance Suite is designed for Broker-Dealers, RIAs, and FCMS. A single, powerfully integrated platform, Patrina automates workflow and delivers a 360 view of your entire non-trading compliance program.The world is expanding, and so is your business. Companies adjust business strategies, switch gears, restructure, in order to stay competitive. Everything your business does today will impact tomorrow – but sometimes history can be lost with changes. Preserving records are in an integral part of running a successful business, and successful businesses demand serious Enterprise Records Management (ERM) systems. Whether your recordkeeping requirements are dictated by a regulatory agency or by internal shareholders, Patrina’s ERM system provides the power your business needs to consolidate and preserve all of your critical electronic records on a secure and globally accessible platform.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a smart document management system

Audience

Organizations that need compliant record keeping solutions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10
At Docupile, our mission is to be the driving force behind simplifying and enriching the lives of our customers. With our dedicated team, we commit ourselves to providing exceptional support, tailored solutions, and user friendly products. We focus on the needs of our clients, striving to empower them and make their daily routines more manageable. Our success is measured by the satisfaction and success of those we serve.
Free Version
Free Trial

Pricing

$250 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Docupile
Founded: 2015
United States
www.docupile.com

Company Information

Patrina
Founded: 1993
United States
patrina.com/records-management/

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Categories

Categories

Document Management Features

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

Document Management Features

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

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Integrations

Google Drive
Microsoft Office 2021
Microsoft Outlook
MyRepChat

Integrations

Google Drive
Microsoft Office 2021
Microsoft Outlook
MyRepChat
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