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About

Fortva is a cloud-based document management (DMS) and contract lifecycle management (CLM) platform that helps businesses organize, secure, and manage documents and contracts in one place. It supports the full lifecycle—from creation and collaboration to approval, e-signature, and storage. Features include workflow automation, version control, redlining, audit trails, and secure sharing. Fortva uses AI-powered OCR and data extraction to automate processes and generate insights. With zero-knowledge encryption, role-based access, and SSO, it ensures strong data security and compliance. Integrations with tools like Docusign, Microsoft Word, Salesforce, HubSpot, and Zapier connect documents to business workflows.

About

Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits.

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

Platforms Supported

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

Audience

Small, mid-sized, and enterprise financial services, accounting firms, HR, manufacturing, procurement, sales teams, and more.

Audience

Companies that need robust document management software

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$299/year
Free Version Not Supported
Free Trial Supported

Pricing

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • What I like best about Fortva is its uncompromising zero-knowledge encryption paired with AI-powered OCR. It gives our law practice absolute peace of mind when handling highly sensitive client vital records and corporate agreements, while simultaneously eliminating hours of manual data entry by automatically indexing and extracting critical text from scanned PDFs. Furthermore, the fact that it hooks directly into our everyday tools like Microsoft Word, Salesforce, and DocuSign means my team can manage the entire contract lifecycle seamlessly from a single, secure environment.

Cons

  • What I dislike most about Fortva is the steep initial setup and learning curve for non-technical administrative staff. Because the security protocols, multi-tiered compliance workflows, and role-based access controls are so highly detailed, it requires a significant time investment upfront to configure properly rather than being a simple, plug-and-play solution.

Pros & Cons from Real Users

Pros

  • Having all our millions of documents centralized and stored into one single place has kept us more organized and productive as a team across our organization. Its search engine capability has enabled us to gain access to specific documents we need fast and easy. We have access to documents from any device at anytime, which increases flexibility. Furthermore, its seamless integration with other tools we use like Microsoft Word increases our productivity. It stores the latest version of documents, which simplifies our work. It is a great tool with tons of features that helps in document management.

Cons

  • We have been able to cut down on costs, paper and managed to transform our company into a paperless office. I have nothing negative to say about it.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Fortva
Founded: 2019
Ghana
fortva.com

Company Information

NetDocuments
Founded: 1998
United States
www.netdocuments.com

Alternatives

Carizma

Carizma

Axicos

Alternatives

Assai

Assai

Assai Software Services
Contra

Contra

Lexzur
Foxit PDF Editor

Foxit PDF Editor

Foxit Software

Categories

Categories

Email Management Supported
File Sync Supported
OCR Supported
Portal Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not 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 Not Supported
Version Control Supported

Portal Features

Chat Not Supported
Collaboration Not Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Integrations

Microsoft Word Supported
August Not Supported
AuthPoint Not Supported
BA Insight Not Supported
BigHand Document Creation Not Supported
BigHand Workflow Management Not Supported
Contract Express Not Supported
CorpIntake Not Supported
DocsCorp Not Supported
FuseDocs Not Supported
Leaflet Not Supported
OneAdvanced Time Capture Not Supported
PacerPro Not Supported
Secured Signing Not Supported
Soluno Not Supported
Symphony OCR Not Supported
Tabs3 Not Supported
Uptime Legal Not Supported
Version Story Not Supported
ZERO Not Supported

Integrations

Microsoft Word Supported
August Supported
AuthPoint Supported
BA Insight Supported
BigHand Document Creation Supported
BigHand Workflow Management Supported
Contract Express Supported
CorpIntake Supported
DocsCorp Supported
FuseDocs Supported
Leaflet Supported
OneAdvanced Time Capture Supported
PacerPro Supported
Secured Signing Supported
Soluno Supported
Symphony OCR Supported
Tabs3 Supported
Uptime Legal Supported
Version Story Supported
ZERO Supported
Claim Fortva and update features and information
Claim Fortva and update features and information
Claim NetDocuments and update features and information
Claim NetDocuments and update features and information