Xpertdoc

Xpertdoc

Xpertdoc Technologies Inc.
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About

MetaStor is a secure, cloud-based enterprise content management and document management platform that enables organizations to digitize, store, search, retrieve, route, and manage business documents and content from any device with a clean, intuitive interface that requires minimal training. Built on OpenText AppEnhancer technology, MetaStor breaks down information silos by unifying systems that create, store, and deliver content to process participants, connecting capture, management, and workflow automation to streamline business processes such as loan boarding, invoice processing, human resources, accounts payable, and other paper-intensive tasks. It supports unlimited users with multiple security layers, including PCI-DSS Level 1, SOC 2 Type 2, and HIPAA compliance, configurable password rules, robust audit trails, and document-level security, while providing disaster recovery with server and location redundancy and real-time replication to protect against data loss.

About

Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprise teams and organizations that need secure, cloud-based document management and workflow automation to digitize, organize, and manage content across departments

Audience

Organizations of all sizes and industries that are looking to automate document generation processes, digitize data capture and/or streamline document management.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MetaSource
Founded: 2007
United States
www.metasource.com/software/metasource/metastor/

Company Information

Xpertdoc Technologies Inc.
Founded: 2000
Canada, with subsidiaries in the United States and Belgium
www.xpertdoc.com

Alternatives

Alternatives

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Textflo

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UnForm

UnForm

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SCHEMA ST4

SCHEMA ST4

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DocStor

DocStor

IST Management Services
SYDLE ONE

SYDLE ONE

SYDLE
Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation

Categories

Categories

Enterprise Content Management (ECM) Features

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integrations

Adobe Acrobat Sign
Docusign
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell

Integrations

Adobe Acrobat Sign
Docusign
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell
Claim MetaSource MetStor and update features and information
Claim MetaSource MetStor and update features and information
Claim Xpertdoc and update features and information
Claim Xpertdoc and update features and information