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Docsvault

by Easy Data Access · Since 2003
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorEasy Data Access
Year launched2003
StatusActive
LocationLocation USA: 199 New Road, Linwood, NJ 08221
Countries servedGlobal
Languages11
Integrations4+
Free tier
Free trialYES
Contact salesYES

About Docsvault

Docsvault is a document management software from Easy Data Access that captures, manages, and secures all the paper documents, electronic files, and emails. It provides centralized DMS, records management, document digitization, and workflow management so businesses can automate their workflow processes. With AI-powered data capture, Docsvault helps users efficiently organize and retrieve information. This software is designed for over 5,000 businesses, allowing for endless possibilities in document handling. Key capabilities: centralized DMS records management document digitization workflow management AI-powered data capture Best for: organizations that need to manage and secure their documents effectively.

Docsvault is a self-hosted document management software designed for businesses seeking complete control over their documents and data. It centralizes physical and digital content into a single, searchable repository, eliminating scattered files and improving accessibility. With automated data capture and a comprehensive search function, users can quickly retrieve documents and streamline workflows. The software is built with robust security measures, including encrypted data transmission and two-factor authentication, ensuring sensitive information is protected. Docsvault also offers version control and an audit trail, allowing organizations to track document changes and maintain compliance with regulatory requirements. The software features an intuitive user interface, enabling seamless document creation, editing, and organization without requiring a steep learning curve. It integrates tightly with Microsoft Office, Outlook, and Teams, allowing users to manage documents within familiar applications. Additional integrations with third-party business applications such as ERP, CRM, and accounting systems further enhance its functionality. Users can access Docsvault via desktop, web browsers, or mobile apps, ensuring flexibility across devices. It also includes automated workflows for processes like invoice processing and approvals, reducing manual tasks and increasing efficiency.

Pros & Cons

What users like
  • +Great overall experience and helpful support team.
  • +Reliable and secure document management.
  • +Easy to use and multipurpose tool for managing important documents.
  • +Strong customer support team that consistently delivers.
What users flag
  • Newer scan module is more difficult to use than previous versions.
  • No automatic indication of documents within files or sub-files.
  • Requires manually opening files to check for stored documents.

Features

Key features

Unified Document Hub – Centralizes all digital and physical content, making it easily searchable and accessible.
Version Control – Automatically tracks document revisions, allowing users to revert to previous versions when needed.
Secure Collaboration – Provides encrypted access with two-factor authentication and permission-based controls.
Audit Trail History – Logs every document interaction for security and compliance.
Workflow Automation – Automates routine tasks such as approvals, signatures, and notifications.
Custom Reports – Allows users to generate custom reports based on document activity and user interactions.
OCR and Searchable PDFs – Converts scanned documents into searchable text for easy retrieval.
Digital Signatures – Enables users to electronically sign documents for faster approvals.
Records Retention – Helps businesses comply with industry regulations by managing document lifecycles.

Additional features

Document Scanning and Digitization – Seamlessly captures paper documents and converts them into digital files.
Document Security – Provides user and group-based security controls to prevent unauthorized access.
Advanced Search – Offers multiple search criteria, including full-text search and document profiling.
Document Profiling and Tagging – Enables users to categorize documents using custom index fields.
Document Relations – Links related documents together for easy access.
Personal Workspaces – Allows users to organize their frequently accessed files and folders.
Predefined Folder Templates – Automates folder structures with predefined security settings.
File Templates and Drafts – Saves time by allowing users to create documents from existing templates.
Email Notifications and Alerts – Keeps users informed about document updates and approvals.
Public Share Links – Enables secure sharing of documents with external parties via password-protected links.
Smart Search – Provides document access from third-party applications using a simple hotkey.
OCR and AI-Based Data Capture – Extracts key information from scanned documents automatically.
Barcode Reader and Zone OCR – Speeds up document indexing and organization.
Automatic Email Capture – Captures and organizes important emails and attachments automatically.
Backup and Restore Tools – Ensures data security with scheduled backups and disaster recovery tools.
Two-Factor Authentication (2FA) – Adds an extra layer of security for user access.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
11
Interface languages
9
Billing currencies

Interface languages

EnglishSpanishFrenchGermanChinesePortugueseItalianDutchRussianJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR

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