Features
Document Management Software Features
Our Features
Easy to use
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.
Send to
Add files to GLOBODOX with the ‘Send to’ option from the right-click menu in Windows Explorer.
Watch folders
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
Add documents using GLOBODOX’s .Net and JavaScript software development kits.
Import using REST API
Import documents using GLOBODOX’s simple REST API.
Capture email
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.
Organize files
Tags and Folders
Arrange documents in folders and sub-folders, and add text tags to find files easily.
Document types
Define document types like invoices, agreements, etc. each with their own specific indexing data.
Stacks
Group documents into Stacks, with each stack having its own unique indexing information.
Built-in OCR
Automate the indexing of scanned paper documents with built-in OCR for easy organization and searchability.
Merge documents
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.
Zone maps
Define zone maps on documents to parse indexing information from paper documents while scanning.
Document Search
Search-centric design
Find anything easily on GLOBODOX, thanks to its search-centric interface.
Multi-condition search
Apply multiple search conditions to narrow your search down to the smallest specifics.
Saved searches
Save the search criteria for documents that are frequently searched for or accessed.
Parameterized search
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.
Virtual drive
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.
Multi-layered access
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.
Industry-standard encryption
Encrypt files with powerful security algorithms like AES, Blowfish, and Triple-DES.
Event logging
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.
Share documents
One-click email and print
Share multiple documents as email attachments or print them with a single click.
Customer portal
Setup a website for your customers to view their documents stored in GLOBODOX.
Export files
Export files along with their indexing information.
Export folders
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.
Fax
Select any document and fax it via your fax printer.
Document version control
Versioning
Retain older versions of your documents while updating them. Track changes using version notes.
Minor versions
Save documents under editing and review as minor versions before publishing the finalized major versions.
Check-in/Check-out
Check-out documents being edited to prevent co-authors from making modifications. Check-in again to allow edits.
Workflow automation
Design custom workflows
Create custom workflows to replicate your day-to-day business processes using the Workflow Designer.
One-click routing
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.
Workflow notifications
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.
Reassign tasks
If a user is unavailable, reassign their tasks to another user.
Monitor workflows
Monitor the status of workflows. Pause, resume, and cancel workflows as and when you need.
Document retention policies
Document Archival
Set a date for document(s) on which you want the documents to be automatically archived.
Archive DB
Automatically move the archived documents to an Archive DB which is a replica of the live DB.
Document Disposal
Set an expiry date on which you want a document to be deleted.
Recycle Bin
Deleted documents can be moved to a Recycle Bin for a period of time before they are automatically deleted.
Add annotations
Highlight
Highlight text in your documents to call attention to important information.
Bookmarks
Add multiple bookmarks at different points in documents for easy navigation and reference.
Redact
Redact or hide specific parts of text from specific users to ensure confidentiality.
Sign
Scan and save your signature to use it on documents for approval and authentication.
Stamps
Create custom stamps for your organization and use them on documents for authentication purposes.
Draw shapes
Draw basic shapes using the draw tool to mark out key sections in documents.
Watermark
Place a watermark on any scanned document to indicate confidentiality and prevent information leakage.
Form Typer
Fill scanned copies of printed forms by simply typing.
System integrations
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 GLOBODOX with your .Net and JavaScript applications using dedicated SDKs.
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
Share documents with your customers by sending them the document link via iMessage, Messenger, Whatsapp, Skype, etc.
Ensure compliance
HiPAA
Make compliance with HiPAA easier with GLOBODOX’s security, encryption, and audit trail features. Learn more
Sarbanes-Oxley
Protect and retain financial records for prescribed periods to help comply with the Sarbanes-Oxley (SOX) Act. Learn more
GDPR
Store customer data on GLOBODOX, which provides industry-standard security features that align with GDPR guidelines. Learn more
Reports
Dashboard
Review document activity for any period.
Built-in Reports
Downloadable reports to help you plan for future activities
Saved Query
Save frequently used queries for later reuse.
Export to Excel
Export reports directly to Microsoft Excel with a single click
Workflow Reports
Workflow reports display status of ongoing workflows.
Audit Reports
Audit reports showcases document activity like who created, edited, deleted etc.
Notifications
Field Notification
Get email notification when a specified field meets a criteria.
Workflow Notification
Get email notifications about document tasks and messages assigned to you.
Document Shared Notification
Get notification when a document is shared with you.
Task Assigned Notification
Get notification a task is assigned or reassigned to you.
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.
Destination profiles
Create reusable destination profiles to automatically index and organize newly added documents.
