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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 Moving beyond outdated paper-based systems, Smart Record ensures that all records are accurate, reliable, and easily accessible throughout their full life cycle.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 Optix?

Optix provides a range of adaptable solutions such as document management, workflow automation, and records management tailored for organizations with multiple users. With Optix, businesses can efficiently store, route, secure, and capture content in a variety of formats while also managing numerous revisions. Its clientele spans across Fortune 500 companies, federal, state, and local government entities, as well as small to medium-sized businesses. Additionally, Optix delivers both cloud-hosted and on-premise options that seamlessly integrate with other business applications, ensuring flexibility and efficiency in operations. By catering to diverse organizational needs, Optix enhances productivity and streamlines processes across different sectors.

Media

No images available

Media

Integrations Supported

Oracle BPM Suite
PowerSchool
SAP Business One
SAP CRM
Salesforce

Integrations Supported

Oracle BPM Suite
PowerSchool
SAP Business One
SAP CRM
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$360
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

Mindwrap

Date Founded

1988

Company Location

United States

Company Website

www.mindwrap.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

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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

Enterprise Content Management (ECM)

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

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

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