Best Document Management Software in the USA - Page 24

We offer a customized agile software solution designed to effectively plan, execute, and manage your projects. By attentively considering both your business and IT challenges, we seek out logical solutions that prioritize simplicity and efficiency, even if that means opting for alternatives to Rationalk. We place a strong emphasis on the security of our software and the confidentiality of your sensitive data. Additionally, we strive to minimize our environmental footprint through practices such as remote work, video conferencing, and partnering with local and eco-friendly suppliers. You can share your primary project management challenges with us, and we will promptly assess whether Rationalk can address them. Our data exchange is secured with encryption (TLS/SSL) and operates under the HTTPS protocol, ensuring that communications between your browser and server remain protected from interception. Furthermore, any attempts at password hacking are swiftly detected, prompting immediate safeguards for user accounts. We are committed to providing a reliable and secure project management experience that meets your needs while considering the greater good.

Introducing the ultimate platform for workplace and document collaboration that empowers both teams and individuals to create, collaborate, and manage their work seamlessly from any corner of the globe. This tool allows users to swiftly generate versatile notes, documents, wikis, knowledge bases, project plans, client outputs, training manuals, and client portals, all while ensuring smooth integration with the applications you already use. Centralize your work efficiently in one location, utilizing Bit for smart notes, research endeavors, freelance tasks, client outputs, academic work, and much more, all presented in an aesthetically pleasing format. Collaborate with team members, clients, partners, or students, no matter their geographical location, and engage in real-time project collaboration. With guest access features, you can easily invite clients, partners, and contractors into your workspace to enhance productivity. Bit is designed to scale with your organization, whether your team is centralized or spread out internationally. Maintain a well-organized repository of company knowledge that spans across various departments, teams, projects, and clients, all housed within a single, easily accessible hub for ultimate efficiency and collaboration. This all-encompassing platform not only boosts productivity but also fosters a cohesive working environment, essential for modern teams.

Miracle Mobile Forms allows enterprises to convert paper forms quickly into mobile forms and checklists using a mobile form solution. Drag-and-drop form designers allow you to quickly create mobile forms without having to write a single line code. Form designers can integrate business systems and services like SQL, Azure Active Directory, and Dropbox. They can also improve the functionality of their forms by integrating business logic and device management capabilities. The form designer can be complemented by a mobile forms app that is intuitive and fully functional, even offline. There are many integrations available that allow form submissions to be sent directly to business intelligence apps and data stores.

Establish, standardize, and efficiently update your Standard Operating Procedures (SOPs) in a centralized location with our SOP Templates. Document and optimize your company's best practices while crafting innovative visual workflows and job aids. Create and implement Policies, Procedures, Work Instructions, Checklists, and Job Aids to ensure employees have access to essential best practices in their roles. This process also provides evidence of competency in performance as mandated by various regulatory organizations. All materials produced will be uniform, timely, and compliant with necessary regulations. Enhance your documentation with engaging graphics and easily regenerate content as needed. By utilizing these resources, you can achieve a 75% reduction in development time and a 90% decrease in update time. Furthermore, you can repurpose existing content into new derivative materials. The system allows for the automatic creation of work support documents in just minutes. Make use of authorized SOP and Work Instruction Templates, composing documents in MS Word and converting them to PDF and HTML formats, ensuring flexibility in your documentation needs and enhancing overall efficiency.

Smartwaiver offers an online waiver solution to your business. Smartwaiver converts release of liability waivers to interactive digital documents that you can sign online, at your location, and on any device. Once signed, participant information and legal document are stored online in a secure database that can be accessed anytime. We are based in Bend, Oregon and trusted by thousands of businesses all over the globe.

Manage your business paperwork in a way that suits you best. Automatically populate fields with information, design workflows, prepare for e-signatures, extract essential data, and initiate the next document based on the criteria you establish and the data entered in the previous one. This streamlined process allows you to redirect your attention back to the core aspects of your business, alleviating any concerns regarding even the most complicated documents. Take charge of document management yourself; upload, customize, and distribute your files without relying on a "web expert." Our platform is mobile-friendly, accommodating everything from a single-page document to an extensive 100-page file. It’s so user-friendly that we’ve dubbed it "cave man certified," requiring virtually no training at all. This is DIY (Do It Yourself) in its finest form. Organize your documents in a logical sequence tailored to your business’s needs. Optimize all document-related processes on a secure platform while monitoring the status of each file through our detailed management dashboard, allowing you to maximize your productivity in the workplace. With this system, you can finally take control of your document workflow and enhance your business efficiency.

DocuCollab is a powerful software solution that effectively allows for the oversight and administration of contracts, proposals, quotes, and various official documents. It enables real-time collaboration among team members, vendors, and customers, thereby boosting team productivity while significantly reducing clerical mistakes. With a focus on prudent management of sensitive documents, DocuCollab makes it easier to secure both official and personal information. You can seamlessly integrate your CRM, ERP, and HRM systems with DocuCollab to create a highly efficient, unified platform. Additionally, the software simplifies analytics and reporting processes. Negotiating terms and conditions is streamlined with its agile interface, which supports easy tracking of changes and comments. Users can create folders and set different levels of security, ensuring that all documents related to a contract or proposal are organized effectively. Designed to cater to businesses across various industries, DocuCollab is suitable for organizations of all sizes. By choosing DocuCollab, you gain a comprehensive tool that enhances document management and collaboration.

Greenbox is an innovative document management system that combines a business process management system with a unique document management system. It is a Document Management System which allows for the storage, tracking, retrieval, and management of documents. Anybody with permission can access any file, regardless of where it is located. The system ensures complete confidentiality and safety of the documents and is designed for simplifying otherwise complex operations. Greenbox gives the user access to many features, including unlimited folders and subfolders and Solr OCR/text searching inside an image, document restoration, document versioning, granular access control, and advanced document control. Its most notable features include document approval workflow, intelligent handling of metadata, and an attractive pricing bracket.

Leapdocs is an economical and secure document management solution designed for enterprises, small businesses, and start-ups alike. Users can conveniently import various types of documents, including scans, Word files, Excel sheets, images, emails, and more from any source. The application automatically indexes files to facilitate quick searches, while organizing them into folders similar to conventional computer systems. Custom metadata can be added to each file, enabling attributes like SSN, Invoice Number, or Birth Date to be recorded. User management is streamlined through grouping capabilities, allowing for specific permissions on files and folders, which can be either assigned directly or inherited. Additionally, user activities are tracked through an audit log for security purposes. Thanks to Automatic OCR, users can benefit from Full Text Search across nearly all imported files, along with the ability to search and filter based on custom metadata. Leapdocs mimics familiar online storage systems by structuring files into folders, ensuring ease of use for all. Operating on Microsoft Azure, Leapdocs provides robust encryption for files at rest, and its infrastructure is supported by multiple data centers around the globe to ensure continuous availability. This makes Leapdocs not only a practical choice but also a reliable one for document management needs.

A document generation platform enables the creation of PDF, HTML, JPG, and Word files from a diverse array of data sources such as databases, enterprise applications, XML, Excel, and JSON. It accommodates various document generation methods, including on-demand, bulk, and interactive formats. Business users can easily utilize existing templates by simply adding tags to them. The platform utilizes a tagging system with distinct tags for elements like text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic components. Users can incorporate these tags into their templates using native editors, along with if-else conditions, loops, and calculations. A centralized repository holds all approved business templates, ensuring compliance and brand consistency, with upload and deletion permissions restricted to authorized personnel. Additionally, the system can automatically generate fillable forms from templates, allowing both internal and external users to populate these dynamic fields, which subsequently creates completed documents in the specified format. This streamlined process enhances efficiency and accuracy in document generation across organizations.

EDGE, a cloud-based Clinical Trials Management System, has been successfully integrated into the UK's clinical research infrastructure and the devolved countries. Currently, EDGE is used in 80% of England's NHS regions, Scotland, and Northern Ireland. EDGE is the leading research management system in the UK. EDGE was launched in 2000 and adopted by the National Cancer Research Network. It has seen tremendous growth and has a growing number international subscribers from countries which include Canada, Belgium, New Zealand, South Africa and India.

DocStyle can convert any PDF file into Word and style it in one process using Intelligent Formatting Recognition. This process is designed to identify and format content to create a structured Word document that can be edited and modified. DocStyle can also style Word documents automatically, reducing the time-consuming cleanup.

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Lua offers a complimentary online service for converting PDFs without the need for downloads! You can effortlessly transform PDF files into formats such as Word DOC, Excel, JPG, PNG, PPT, and HTML, or even create PDFs from various sources in the cloud. To merge or combine PDFs online, simply follow these instructions: 1. Click on "Choose PDF Files" and pick the PDF documents you desire to merge. 2. The PDF Combiner will promptly initiate the merging process. 3. Allow the tool some time to complete the operation. 4. Once finished, your selected PDF files will be consolidated into one cohesive document. 5. You can then download or share the merged file as needed.

Harness the collective intelligence of your team with Slab, a straightforward and scalable wiki that eliminates barriers to knowledge sharing. It empowers your team to access vital information precisely when it's needed. With Slab, you can effectively manage your knowledge organization, allowing you to pin important content at the top for quick access. You can also categorize posts, helping your teammates know which materials to focus on and their respective timelines. The user-friendly WYSIWYG editor makes it familiar for anyone who has used Google Docs, ensuring a smooth experience. Moreover, Slab stands out with its real-time collaboration feature, preventing any accidental overwrites, even if multiple users hit "Save" simultaneously. Its swift and precise search functionality simplifies the process of finding information and even spans across your various integrations, sparing you from juggling multiple tabs. Additionally, Slab effortlessly works with the tools you rely on to develop your product, allowing you to reference other applications directly within a post and access detailed insights without navigating away from Slab. This comprehensive approach not only enhances productivity but also fosters a more connected and informed team environment.

Mobile communication and payment solutions. Combine messaging channels such as WhatsApp with innovative payments to create Conversational Commerce. We help companies communicate. Our customers use voice, SMS, Voice, and the most popular chat apps, WhatsApp, Apple Business Chat, Google RCS, and WhatsApp. Let the AI bot handle the talking and start a conversation in the channel that your customers prefer. To increase conversions, integrate commerce into the conversation. CM.com is a payment service provider licensed by Apple Pay, Google Pay and WeChat Pay. It offers a variety of options for all channels with Apple Pay and Google Pay as well as Credit Cards and local payments such as Bancontact and Bancontact. CM.com also offers a ticketing platform that helps museums, stadiums and festivals sell and manage any type or ticket. The Customer Data Platform allows you to market on a personal level. Identity and esign solutions ensure authentication in all transactions

Integrate live market information directly into your Excel spreadsheet with the Excel Price Feed Add-in, which offers over 100 new formulas for accessing real-time, historical, and fundamental market data. This comprehensive tool covers a wide range of markets, including stocks, stock indices, options, mutual funds, forex, commodities, and cryptocurrencies. Users can access real-time data for NYSE and NASDAQ, while other exchanges in Europe, Asia, the Americas, and Australia provide delayed data. The information is sourced from reputable platforms such as Yahoo Finance and IG Index / IG Markets, ensuring accuracy and reliability for your financial analysis needs. With this Add-in, analyzing market trends becomes more efficient and straightforward than ever.

Sign and notarize documents entirely online with ease. Notarize is revolutionizing the way various industries cater to their clientele. With Notarize, countless businesses can streamline their operations and obtain notarized documents at a speed ten times faster than before. Major mortgage lenders and rapidly expanding title companies rely on Notarize to facilitate online transactions for buying, selling, and financing homes. This service provides a level of security that is ten times greater than that of conventional notaries, featuring advanced ID verification, a comprehensive audit trail, and top-notch security measures for every transaction. Notarize offers round-the-clock access to online notary public services, enabling you to sign and notarize documents conveniently from any device, whether it be a computer, tablet, or smartphone. With a commitment to enterprise-grade security and encrypted solutions, Notarize is setting a new standard for trust in online services. Additionally, they provide eSign as an all-in-one digital signature option for enhanced convenience.

Collect is an easy-to-use secure portal solution that allows you to collect and manage documents for clients. From Fortune 500 companies to small agencies and professional services providers. Collect is highly customizable, with advanced branding and white-labeling options to match a wide range of use cases. Collect allows teams to be more productive in document collection thanks to advanced features like automatic reminders, assignments, validation processes ,..., and validation workflows It can also be integrated with existing tools. // Be more productive Collect was designed to help you be more productive. // Make a good impression Collect can help you move your brand forward. Your logo and colors will be displayed on your client portal and communications. You can even have a white-label client portal. // Keep your workflow secure Collect takes security seriously and adheres to world-class security standards. Collect has data centres in the US and EU.

Experience robust PDF editing capabilities on your Mac, enabling you to incorporate signatures, text, and images, as well as rectify errors and modify content. Convert scanned documents with OCR technology and create or fill out forms with ease. While PDFpen allows for basic text and signature additions, PDFpenPro enhances your editing experience with advanced features. Transform a static scanned form into an interactive masterpiece with PDFpenPro, which lets you create forms equipped with text fields, checkboxes, radio buttons, signature fields, and submission buttons. Furthermore, export your PDFs in various formats, including .docx for Microsoft® Word, .xlsx for Excel, .pptx for PowerPoint, and PDF/A for long-term archiving. Whether you're converting a single webpage or an entire site, generate a PDF that retains clickable links for easy navigation. Plus, with PDFpen for iPad & iPhone and integration with iCloud or Dropbox, you can effortlessly edit your PDFs on the go, ensuring you have the flexibility and functionality needed for all your editing tasks. Embrace a seamless editing experience across all your devices with this powerful PDF solution.

Enhance your documents by adding signatures, text, and images, while also correcting any typographical errors. Utilize Optical Character Recognition (OCR) to convert scanned documents into editable text, ensuring you proofread for precision. With PDFpen, transform your scanned images into usable words and make the necessary edits for accuracy. If your PDF requires significant modifications, you can easily export it to .docx format, allowing for straightforward editing and sharing with Microsoft Word users. Simply select the text, click “Correct Text,” and begin editing! Seamlessly edit PDFs on your Mac with just a few clicks. You can also sign your PDFs using a secure digital signature; either scan your signature to insert it into the document or draw it directly with a mouse or trackpad. Forget about faxing—signing, sealing, and delivering your PDFs is now hassle-free. Enjoy the flexibility of editing your documents on the go by using iCloud or Dropbox with PDFpen for both iPad and iPhone. Should you need to add a new page, simply insert one, or if you need to remove an existing page, delete it with ease. If your pages are disorganized, rearranging them is as simple as dragging and dropping. You can even merge multiple PDFs together effortlessly. The possibilities for document management are endless!

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

Remote collaboration is possible with your clients and team. In minutes, you can create your own private workspace for your company. You can bring all your tools to one place and increase productivity while working remotely. EverLeagues connects all your company's users, internal and externe, to collaborate on day-today tasks in a secure platform. This results in better service, reduced time and lower costs. Collaboration is possible through multiple channels, groups, or teams between employees, clients, and others. Secure messaging, video conference and file sharing allow you to communicate. Everleagues offers security for all your files and messages, without compromising productivity. You can organize and manage your business with a role- and tier-based organizational system. Everleagues makes it easy to assign team members to specific organizations, even if there are different locations or departments. You can also assign clients to specific professionals or team members.

PDF Conversa offers the tools you need to convert PDF documents to a Word format (DOC) or Word documents into PDF. PDF to Word: Convert PDF files into Word format DOC in a matter of seconds. The basic layout's graphics, tables, and fonts remain unchanged. Word can easily convert password-protected documents and allow you to continue processing them in Word. DOC/DOCX to pdf: Password protection can be added to Word documents during conversion to the PDF format. Special fonts can be embedded directly into the PDF file. Texts can also be compressed and you can determine the quality of the graphics contained. You can send documents in the format that you prefer or edit existing documents in the preferred format. PDF Conversa converts the documents in just one click.

Simplify the process of signing your documents so effectively that it reduces turnaround time by fifty percent. SignWell, previously known as Docsketch, is a complimentary electronic signature platform that provides legally valid e-signatures, enabling quicker document signing. Experience a 40% acceleration in turnaround time, saving you precious hours or even days of waiting. SignWell integrates electronic signatures seamlessly, making it user-friendly for everyone involved. Say goodbye to the cumbersome and frustrating routine of printing, signing, and then faxing or emailing documents back. This tool adheres to both U.S. and international e-signature regulations, ensuring that signed documents are safely archived and shielded from alterations, holding the same legal weight as traditional signatures. The document workflow feature allows you to decide whether to have all parties complete the signing process simultaneously or sequentially in a predetermined order. When signatures are required in a specific sequence, each participant is automatically alerted when it is their turn, providing clear visibility on who still needs to sign. Additionally, the convenience of tracking progress makes managing document approvals more efficient than ever before.