Ratings and Reviews 14 Ratings

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ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is Ideagen Collaboration Portal?

Ideagen Collaboration Portal helps teams stop coordinating work across email threads, shared folders and disconnected platforms. - Secure workspaces for sharing documents with external partners, with configurable permissions and controlled access expiration - One current version of each document, with real-time collaborative editing and clear change histories - Comments kept with the documents they relate to, plus a mobile app and progress dashboards - Audit trails that capture every edit and approval, so compliance reports do not need manual compilation - File requests that gather multiple files at once and track who has submitted - Document tagging to find files faster Use it for external collaboration, document review and approval, and audit documentation. Ideagen Collaboration Portal is part of the Ideagen platform, connecting quality, EHS, compliance and risk teams.

What is Auditi?

Auditi is an innovative platform crafted to streamline your workflow by seamlessly integrating communication, teamwork, and secure file sharing into one unified experience. Professionals in fields like auditing and accounting frequently require substantial information from their clients before they can begin their tasks, yet this often leads to a series of complications. The dependence on multiple tools and spreadsheets creates a chaotic system, resulting in communication delays, particularly when team members are unavailable. Consequently, employees end up wasting precious hours tracking down client documents rather than engaging in more impactful activities. Essential information can easily become lost, surfacing only when it's too late, while sensitive files are often shared through insecure methods. This situation leads to a frustrating experience for clients even before any actual work begins. Auditi revolutionizes this cumbersome and erratic procedure by providing an organized workflow that saves time and cuts costs, enabling your organization to centralize all communication, collaboration, and file transfers on a single, intuitive platform. By adopting Auditi, you can create a more productive and enjoyable experience for both your team and your clients, ultimately enhancing the overall efficiency of your operations. This transformative approach not only simplifies tasks but also fosters stronger relationships between professionals and their clients.

Media

Media

Integrations Supported

Bitium
Causal
Desktop.com
Enormail
Google Workspace
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Salesforce
Stackreaction
Teamstack
Tray.ai
Upsider
Wazoku

Integrations Supported

API Availability

API Availability

Pricing Information

$11.00/month/user
Starting at $10 per user per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Ideagen

Date Founded

1993

Company Location

United Kingdom

Company Website

www.ideagen.com/solutions/compliance/document-collaboration-portal

Company Facts

Organization Name

Auditi

Company Location

United States

Company Website

www.auditi.com

Categories and Features

Audit

Compliance Management
Exceptions Management
Issue Management
Risk Assessment
Workflow Management

Board Management

Approval Process Management
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Role-Based Permissions

Collaboration

Calendar Management
Chat / Messaging
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Not specified

Contract Management

Completion Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Version Control
Workflow Management

Corporate Governance

Not specified

Customer Engagement

Communication Management
Community Management
Content Syndication
Feedback Collection

Document Management

Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control

File Sharing

Audit Trail
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control

Proposal Management

Calendar Management
Collaboration
Content Repository
Document Management
Electronic Signature
Knowledge Library
Revision Management
Task Management
Version Control

Virtual Data Room

Audit Trail
Collaboration
Data Protection
Data Storage Management
Project Management
Role-Based Permissions
Secure Preview

Categories and Features

Audit

Not specified

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