A project is a logical grouping of documents based on a common indexing scheme. Create projects to efficiently sort your information, such as Accounts Payable or Human Resources.
Projects support up to 200 named index fields. Easily organize data within your project by creating unique index fields, such as Invoice Number, Customer Name and Amount.
Add files to your project by simply dragging and dropping your documents into the project folder. After the upload is complete, you will be able to enter data into the index values you created within the project on step two.
Perform a simple search within any project using keywords or index field values.
Track your users activity within your documents and restrict access to sensitive information.
Route documents through automated processes and share information between systems to increase efficiency.
Maintain regulatory compliance and protect your data with five levels of security.
Control how long documents are retained and when they're destroyed.