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What is Smart Record?

Smart Record is an advanced software platform that fundamentally changes how organizations manage records by digitizing and automating the entire record-keeping process. Moving beyond outdated paper-based systems, Smart Record ensures that all records are accurate, reliable, and easily accessible throughout their full life cycle. The platform allows authorized personnel—whether employees, customers, or partners—to create, edit, and collaborate on records seamlessly, using intuitive tools such as a drag-and-drop form builder and a wide array of pre-built templates tailored for various business needs. Users benefit from a personalized calendar that helps schedule and track record-related tasks efficiently, supported by customized notifications that keep stakeholders informed in real time. The transactional audit log meticulously documents every action and change to maintain full transparency, compliance, and data integrity. By automating workflows and eliminating the physical handling of documents, Smart Record reduces operational delays, human errors, and security risks. This streamlined approach not only protects sensitive corporate assets but also enhances productivity by simplifying record-related processes. Smart Record’s modular design can adapt to different organizational requirements, making it suitable for businesses of all sizes and industries. The platform’s focus on collaboration, automation, and compliance helps enterprises maintain control over their information assets in an increasingly digital world. Ultimately, Smart Record empowers organizations to modernize record management, turning it into a strategic advantage rather than a logistical challenge.

What is DocFinity?

DocFinity is an innovative platform that offers a comprehensive approach to Enterprise Content Management, Business Process Management, Workflow, and Records Management. It simplifies the management of documents while improving business operations with a self-service model that caters to various industries, including accounts payable, accounts receivable, contract oversight, customer service, human resources, legal affairs, and IT management. Users can effortlessly scan, upload, import, store, and organize a wide array of content types, such as documents, audio, and video files, all supported by a user-friendly search and retrieval mechanism. The system allows for easy integration of data and specialized features for external stakeholders through adaptable gateways that align with your organization’s branding. With its intuitive drag-and-drop workflow design, businesses can streamline the flow of information to both employees and systems, minimizing the likelihood of errors. Furthermore, DocFinity facilitates the linking of pertinent documents and data across multiple business applications, which boosts overall efficiency and teamwork. Consequently, organizations can anticipate enhanced productivity and more organized operations throughout every department, leading to a robust improvement in decision-making and resource allocation.

Media

No images available

Media

Integrations Supported

Microsoft 365
Microsoft SharePoint

Integrations Supported

Microsoft 365
Microsoft SharePoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Smart Record

Company Location

Canada

Company Website

smartrecord.online/

Company Facts

Organization Name

Optical Image Technology

Date Founded

1986

Company Website

www.docfinity.com

Categories and Features

Document Management

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

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

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

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