Document Management

Hassle-Free Document Management

The rich interface of the BoardVantage collaboration platform is like the classic desktop environment with a familiar tree structure, file-and-folder drag-and-drop, right-click capability and a built-in viewer.

Automated conversion displays documents in PDF or Flash, versions of which are stored with the native. The original file can be edited at the touch of a button, without having to separately download which ensures everyone is working on the latest version.

Store any number of documents in any format

Drag-and-drop mass upload mirrors the way desktop navigation works — faster and easier than the "upload-browse-select-save" approach of rudimentary Web document storage. Thumbnails and image formats are automatically generated. Coupled with full-text search, retrieving content is a breeze. Drag-and-drop between folders and a recycle bin match the way of working everyone is used to, without superfluous buttons clicks and screens.

Change Control

Having a polished final product, but also knowing how it was arrived at it is critical. That’s why the system provides an audit trail for a history of access, as well as automated versioning for tracking or rollback.

More than just a passive system, subscriptions for automated notifications of newly uploaded or changed content enable automated workflow processes and accelerate common approval cycles. Rules for time-based deletion are included in record management functionality which supports both informal and formal policies.