Document Management & Secure File Sharing Software Features

Share files in the cloud without compromising on security or compliance.

Give your clients a secure, easy, and professional way to collaborate with you.

Get access to your documents in the cloud, with the speed and performance of a desktop app.

Send documents for signatures, approvals, and payment with ease.

Your data is encrypted and protected, and clients have their own authenticated login.

Brand the client portal with your logo and color scheme, and link it directly from your website.

You control who has access to files and can restrict permissions like editing, deleting, or creating files.

All activity is timestamped, and you can resurrect deleted or overwritten files through version history.

Recipients log in with their own authenticated username and password.

Files are automatically encrypted using bank-standard AES-256 bit encryption.

Control who has access to what file, and what permissions they have.

Generate time stamped reports that tell you who accessed, uploaded, or modified files.

Request eSignatures on virtually any file in SmartVault, and sign from any device.

Boost the efficiency and productivity of your document workflows via seamless DocuSign integration.

Receive an alert once all parties have signed the document.

Collect eSignatures and payments with DocuSign’s payment gateways.

Streamline and expedite engagements with each of your clients.

Create document request lists easily, and bulk send to clients.

Request, collect, and store all client documents by unique request lists.

Track every client’s request list completion status in the main dashboard.

Collect everything you need from a client in one place.

With DocuSign eSignatures you can send any file to be e-signed.

Build folder templates that best fit your document workflow.

Save time by automating the distribution of documents to clients.

With unlimited storage, users can free up space on local drives and servers.

Find the file you need, when you need it, and share it securely with the right people.

Files lock for editing when you open them, and previous versions can be retrieved easily.

Never worry about losing your most sensitive documents and files.

Sync emails to client folders by senders, conversations, or selected senders/subject lines.

Select any number of files or folders to share via secure access link(s).

Prevent guest users from sharing highly susceptible personal information as attachments.

Save specific email conversations from a client and automatically sync into designated folders.