Document Management Software Features
Document Management Software Features
Familiar user interface
Navigate the MS Outlook-like interface with ease and use the self-explanatory features without any confusion.
Built-in viewer for popular file formats
View .pdf, .doc, .docx, .xls, .xlsx, and many other file formats using the in-built viewer.
Add files and folders
Add multiple documents and folders
Add documents in bulk or an entire folder with a single click.
Drag & Drop almost anything
Drag and drop documents, folders, emails, attachments, text, and images.
Scan paper documents
Scan and add multiple single-page or multi-page documents using your scanner.
Print to PDF
Print pages from any Windows application using GLOBODOX’s virtual printer and add as a PDF.
Add files to GLOBODOX with the ‘Send to’ option from the right-click menu in Windows Explorer.
Import documents automatically to GLOBODOX by allowing it to watch folders where you add documents.
Import indexing data
Import indexing data using simple .CSV text files.
Import using Command line utility
Use GLOBODOX’s PowerShell-based command line utility to import files.
Import using SDKs
Import using REST API
Import documents using GLOBODOX’s simple REST API.
Capture email messages and import to GLOBODOX as .pdf documents.
GLOBODOX Virtual drive
Add files to GLOBODOX using its virtual drive link in Windows Explorer.
Tags and Folders
Arrange documents in folders and sub-folders, and add text tags to find files easily.
Define document types like invoices, agreements, etc. each with their own specific indexing data.
Group documents into Stacks, with each stack having its own unique indexing information.
Automate the indexing of scanned paper documents with built-in OCR for easy organization and searchability.
Merge multiple documents together and use indexing information from either one.
Link documents and stacks
Link different documents and stacks to jump between related documents with a single click.
Reusable indexing information
Save indexing data as templates to reuse it while organizing new files.
Define zone maps on documents to parse indexing information from paper documents while scanning.
Find anything easily on GLOBODOX, thanks to its search-centric interface.
Apply multiple search conditions to narrow your search down to the smallest specifics.
Save the search criteria for documents that are frequently searched for or accessed.
Create saved searches that prompt users for some criteria when they are run.
Search in documents
See where a search term occurs within a document.
Search for Folders & Tags
Search for folders and tags in a blazingly fast way.
Multi-language search support
Find documents by entering search queries in any language.
Access your files saved in GLOBODOX easily through the virtual drive that appears in Windows Explorer.
Document security system
Windows active directory integration
Import list of Windows users using Windows Active Directory for reuse with GLOBODOX.
Definable security roles
Define security roles for employees based on their designation to control their access levels.
Limit users’ ability to view and share documents based on their individual roles.
Reusable security labels
Set security on a per-document or per-folder basis using reusable custom security templates.
Hierarchical security groups
Create hierarchical security groups to determine which group of users accesses what documents.
Secure printing, saving, and emailing
Limit users’ ability to print, save, and email selected documents based on their roles.
Encrypt files with powerful security algorithms like AES, Blowfish, and Triple-DES.
View and export event logs to know when documents are modified and by whom.
Backup your files
Backup files and databases saved in GLOBODOX to prevent the loss of important documents.
One-click email and print
Share multiple documents as email attachments or print them with a single click.
Setup a website for your customers to view their documents stored in GLOBODOX.
Export files along with their indexing information.
Export entire folders from GLOBODOX to any location on your hard drive.
Export Document list
Export document database along with indexing information as .xls, .csv, or .xml file.
Select any document and fax it via your fax printer.
Document version control
Retain older versions of your documents while updating them. Track changes using version notes.
Save documents under editing and review as minor versions before publishing the finalized major versions.
Check-out documents being edited to prevent co-authors from making modifications. Check-in again to allow edits.
Design custom workflows
Create custom workflows to replicate your day-to-day business processes using the Workflow Designer.
Route documents for signing and approval using Workflows with a single click.
Approve or reject via email
Respond to tasks on the go by replying with ‘Approve’ or ‘Reject’ to workflow notification emails.
Receive notifications for pending actions as an email or through GLOBODOX’s inbuilt inbox.
Change metadata value
Automatically change document metadata based on approval status or status of other associated workflow tasks.
Auto-stamp and publish
Automate workflow tasks such as adding signatures, stamps, and publishing signed documents.
If a user is unavailable, reassign their tasks to another user.
Monitor the status of workflows. Pause, resume, and cancel workflows as and when you need.
Document retention policies
Set a date for document(s) on which you want the documents to be automatically archived.
Automatically move the archived documents to an Archive DB which is a replica of the live DB.
Set an expiry date on which you want a document to be deleted.
Deleted documents can be moved to a Recycle Bin for a period of time before they are automatically deleted.
Highlight text in your documents to call attention to important information.
Add multiple bookmarks at different points in documents for easy navigation and reference.
Redact or hide specific parts of text from specific users to ensure confidentiality.
Scan and save your signature to use it on documents for approval and authentication.
Create custom stamps for your organization and use them on documents for authentication purposes.
Draw basic shapes using the draw tool to mark out key sections in documents.
Place a watermark on any scanned document to indicate confidentiality and prevent information leakage.
Fill scanned copies of printed forms by simply typing.
Integrate with command line utility
Perform document management tasks with the Powershell-based command utility using batch files and applications.
Use SDKs to integrate with other applications
Integrate using REST API
Integrate document management functions of GLOBODOX with your business applications through the REST API.
Access from your mobile
Navigate with ease
Navigate GLOBODOX’s user-friendly interface with ease from any mobile device (iPhone, iPad, Android)
Search, view and download documents from anywhere
Search, view, and download files with one click using your mobile or tablet device.
Scan and Add documents using phone camera
Use your phone camera to capture documents and upload it to GLOBODOX using the app.
Share documents using your mobile device
Make compliance with HiPAA easier with GLOBODOX’s security, encryption, and audit trail features. Learn more
Protect and retain financial records for prescribed periods to help comply with the Sarbanes-Oxley (SOX) Act. Learn more
Store customer data on GLOBODOX, which provides industry-standard security features that align with GDPR guidelines. Learn more
Do much more
Quick Multi-user setup
Setup GLOBODOX for multi-user operation in a few easy, guided steps.
MS SQL and MySQL Support
GLOBODOX supports MS SQL Server and MySQL databases for data storage.
Retain control over document storage
You have full control over your documents as they are not stored inside a database or in a proprietary format.
Edit using associated applications
Open and edit documents using associated applications, such as MS Word, Excel, etc.
Rearrange PDF pages or delete pages
Edit PDF documents by rearranging and deleting pages using GLOBODOX.
Create reusable destination profiles to automatically index and organize newly added documents.