DocStore logo

DocStore

by EXM Cloud · Since 2017
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ActiveAvailable globallyCloud
Quick facts
VendorEXM Cloud
Year launched2017
StatusActive
Location1020 Southhill Dr, Suite 150 Cary, NC 27513.
Countries servedGlobal
Languages12
Integrations1+
Free tier
Free trial
Contact salesYES

About DocStore

DocStore is a document management software from EXM Cloud that provides a secure platform for storing and managing files. It includes features such as access control, version tracking, and document sharing so users can effectively manage documentation while maintaining security. The software supports various file types and integrates with other applications for simplified workflows. Users can categorize documents for easy retrieval and utilize search functionality to find needed files quickly. Key capabilities: access control version tracking document sharing file categorization advanced search Best for: organizations that need a reliable solution for document management and collaboration.

DocStore by EXM Cloud is a comprehensive cloud storage solution designed to meet the demanding needs of modern businesses seeking secure, scalable, and efficient document management. Its primary purpose is to simplify the storage, retrieval, and sharing of documents in a centralized cloud environment. The software comes packed with key features such as automated backups, advanced file indexing, real-time synchronization, and robust encryption, ensuring that data remains secure and readily accessible across devices and locations. The user interface of DocStore is one of its standout attributes. It boasts a clean, modern dashboard that is both intuitive and highly navigable. The layout is designed to minimize clutter, with clearly labeled menus, context-sensitive help icons, and drag-and-drop functionality for file uploads. Unique design elements, such as customizable themes and a responsive interface that adapts seamlessly to desktops, tablets, and smartphones, enhance the overall user experience. This user-centric approach ensures that both novice and experienced users can quickly learn to navigate the system, thereby increasing overall productivity.

Pros & Cons

What users like
  • +Aims to reduce storage costs by leveraging less expensive cloud storage solutions
  • +Promises a better user experience for document management within Salesforce, addressing the limitations of the native Salesforce interface.
  • +Offers automation features to streamline document workflows, likely including automatic folder creation
  • +Provides a centralized platform for managing documents across different storage locations, simplifying access and control.
  • +Offers version control capabilities to track document changes and revert to previous versions if needed.
What users flag
  • The level of technical expertise required for setup and maintenance is not clear.
  • While access control is mentioned, more details on other security measures would be beneficial.

Features

Key features

Cross-Platform Integration
Seamlessly integrates with Azure Blob storage, Google Drive, and SharePoint, allowing centralized document management across different cloud storage providers.
Cost-Effectiveness
Aims to reduce storage costs compared to storing files directly in Salesforce.
Enhanced User Experience
Promises a better user experience for document management compared to Salesforce's native file handling capabilities.
Automation
Automates various document management tasks, improving efficiency.
Security
Provides access control to protect sensitive documents.

Additional features

Usability
Focuses on improving the user experience for document management.
Cross-Platform Integration (Azure Blob, Google Drive, SharePoint)
Connects to multiple cloud storage platforms for unified document management.
Basic File Operations
Supports essential file operations like uploading, creating, versioning, renaming, adding, removing, viewing, and editing.
Automation
Automates document management processes, though specifics are not detailed. Folder automation on record creation is one example.
Lower Investments
Claims to reduce storage costs and overall investment in document management infrastructure.
Security (Access Control)
Provides user-based security for viewing and editing documents, leveraging existing access control policies.
Large-Scale Document Management
Designed to handle large volumes of documents.
Centralized Storage
Enables centralized storage of documents across different platforms.
Easy Integration
Seamlessly integrates with Salesforce.
Manage File Metadata
Allows management of file metadata, including tagging and dynamic metadata push from Salesforce objects.
Version Control
Tracks and manages document changes in real-time.
Indexing and Classification
Supports file indexing and classification using metadata.
Document Generation
Enables templating and dynamic generation of documents.
Cloud Storage
Provides a complete document management and storage solution using integrated cloud storage platforms.
Knowledge Sharing
Facilitates document sharing with users.
Flexi Object Storage
Allows connecting different Salesforce objects to different storage types.
Artificial Intelligence (HIPAA/PII)
Offers AI services for HIPAA and PII-related scenarios.
Better Collaboration
Enhances collaboration on documents using integrated platforms like SharePoint and Google Docs.
Chrome Extension
Provides a Chrome extension for drag-and-drop file uploads.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
12
Interface languages
6
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseKoreanArabic.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY

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